Custom CRM card using HubDB

coamyot
Participant

As anyone developped a good solution to use data from a HubDB table to populate in a CRM record custom card? We have a table with the list of equipment installed at various customers. Some customers have just one, some have dozens. We'd like to have a custom card in the company record that lists all the equipment from that company. Is there an easy way to achieve this using HubSpot tools?

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1 Reply 1
webdew
Top Contributor | Diamond Partner

Hi @coamyot ,

Yes, you can use hubDB for saving purpose.
You have to followed this crm cards documentation very carefully:
https://developers.hubspot.com/docs/api/crm/extensions/custom-cards

Example action code :
app.get('/extension/cards/action-function', function(req, res){
var json = '{
"type": "IFRAME",
"width": 890,
"height": 748,
"uri": "https://example.com/iframe- contents",
"label": "Edit",
"associatedObjectProperties": [
"some_crm_property"
]]
}'

})

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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