Adding button or clickable link to a contact record card

[AlanGrace]

Im looking to add a button or a clickable link within a contact record - behind the button I want it to have a URL which is a specific string concatonated with the Content record id.

So for example when I click on the button it will go to https:myurl.com/?[Record ID]

If a button isnt possible then a regular link as text would do where I can decide what the text says and then have it use that same url structure where it should populate the [Record ID] part with that of the contact record it is on. 

Right now I have it working off a property in the About This Contact Card (see below) but the little green open in a new window icon that triggers the URL is super small and not very user friendly for what I need - I need a big old button or URL that the user can see on a card and click on 

Any ideas on how to do this in any of the recent updates or changes that came out?

[AlanGrace · Accepted solution]

It seems that this may be doable using the new UI Extensions - anyone tried it and know if its possible?

https://developers.hubspot.com/docs/guides/crm/overview#get-started
https://developers.hubspot.com/docs/reference/ui-components/standard-components/button

[zach_threadint]

Hi @AlanGrace 👋

This could be achieved reasonably easily by using HubSpot's UI Extensions feature. You'd likely want to use the "Button" component. Using this feature would allow you to customise HubSpot's UI -- adding your button to either the right sidebar or centre panel of a CRM record view.

Please note that at least 1 Enterprise Hub subscription is currently required in order to use this feature within HubSpot Private Apps.

I hope this helps. Please let me know if you have any follow-up questions.

[AlanGrace]

Hi Zach, 

Thanks - yeah I had added that as something I had stumbled across after I initially posted and it does seem to be the best way to approach it. I have access to Sales Hub Enterprise on the account so I think that covers that requirement. Then I just need to see if I can pass in the Record ID of the particular contact that the button is on as part of the URl but it looks like you can access properties so it should be doable. 

[RSchweighart]

Hi @AlanGrace,

There's a way to put a URL button in the center, but it's a static URL, which it doesn't sound like would work for your use case.

Here's how to add the URL button in case it's helpful:

 

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

[AlanGrace]

Thanks Ryan - good to know this is there but I agree this probably wont work if its just a static URL as I would need to append the record ID to the static part of the URL I want to use.