I have a rather complex question that I hope someone could help me with. We have a software product that is paid for per “seat”. For instance, when we close a deal with Company A and the first employee activates a license, it costs €100 per month.
Now, if a second employee (from the same company) activates a license, I want to trigger an API call that reflects in the deal or the company’s record showing that two users from the company have subscribed (and so on).
Additionally, I want to represent this data on a timeline, like: “Over the last three months, 10 new users from Company X have activated software licenses.”
Does anyone have a best practice solution for this scenario?
Many thanks, Oliver
Hey @SubZer0,
It’s an interesting use case and one option that springs to mind might be to use the CRM Cards API. This allows you to create your own custom card that sits on the right hand side of a CRM object whether it be a Contact, Company, Deal or Ticket.
The way that it works is that anytime the deal record is loaded in HubSpot a request is made to fetch data from an external system (your platform) and a JSON response object is returned which contains information which can be rendered in the card itself. You are also able to create actions for cards to interface with other systems without ever having to leave HubSpot.
I also created an article during my time working at HubSpot which compliments the developer documentation and may also be useful to you.
I appreciate if you go down the route of using the above it won’t necessarily be represented on the timeline of the deal. If you were interested in doing that HubSpot do have a new beta out which supports adding an additional tab to the timeline (a UI extension if you will) that allows you to display information from an external system. So it’s sort of a hybrid approach. It does require Sales or Service Enterprise and it is in beta so you’d need to be mindful of that!
I hope this is in some way helpful and best of luck with the project moving forward. 