Display HTML or internal links inside a CRM card (Deal view)

Apps Third-Party Apps
1

Hi everyone,

I’m trying to create a custom CRM card that would appear in the right-hand panel of a Deal record, with the simple goal of displaying a block of helpful internal links for our team.

:bullseye: Use case:
We have a Notion-based internal knowledge base (FAQ), and we want our team to be able to access key resources directly from the Deal view

<h3>Internal FAQ</h3> <ul> <li><a href=“https://www.notion.so/oleimmobilier/NIE” target=“_blank”>How to get a NIE</a></li> <li><a href=“https://www.notion.so/oleimmobilier/Power-of-attorney” target=“_blank”>Making a power of attorney</a></li> <li><a href=“https://www.notion.so/oleimmobilier/Arras” target=“_blank”>Understanding the “arras” contract</a></li> </ul>

I looked into the Developer Docs and I know about CRM Extension Cards via the API, but I was wondering:

Is there any existing app in the Marketplace that allows you to easily create and display HTML or text content in a custom CRM card, without coding a full extension from scratch?

Alternatively, if someone has a template or workaround for this, I’d love to see how you’ve approached it.

Thanks in advance for any help or shared experience :folded_hands:

2

Hey @RandyPat :waving_hand: I moved this to the Apps section so we get you more eyes on this queiton. — Jaycee

3

hi randypat,

this is a great use case and you are definately not alonein wanting to streamline internal knowledge access within the deal view.

if you are aiming to internal links or helpful content blocks without building a full custom extension, you could consider using a minimal external content service that serves clean HTML, then embed it via an inframe or allowed method within the CRM card.

also, some users opt to store internal content in system like Notion or Confluence and link them using a microservice or a proxy card which avoids complex coding whole still offering flexibility.

would love to hear how othershave tackled similer needs. it is a valuable discussion.

best regars

chris martin

4

Nice use case, @RandyPat .

HubSpot’s CRM Extension API (Accounts Dashboard | HubSpot) is still the only native way to push custom cards into the right hand panel

Out of the box there’s no Marketplace app that lets you drop raw HTML, since HubSpot restricts script/HTML injection for security reasons.

A lightweight workaround some teams use is to have the card render a JSON payload with simple link labels + URLs, so your reps see a neat list of clickable resources.

If you don’t want to build the whole backend yourself, services like Retool or a tiny proxy app can host and serve the block of links as JSON for the card to display. HubSpot’s docs have a good starter guide here:

(Accounts Dashboard | HubSpot)

For what it’s worth, we actually built Stacksync to solve the deeper version of this problem: teams juggling knowledge bases (Notion, Confluence, etc.) and HubSpot and wanting them consistent in real time.

Instead of manually maintaining proxy cards, you can sync Notion or other structured docs into HubSpot so updates propagate automatically. It cuts down on “dirty plumbing” and saves engineers a lot of upkeep time.

Happy to walk you through a quick pilot if it’s useful.

Hope this helps.