APIs & Integrations

KTG1
Member

Custom Integration Options for HubSpot

SOLVE

I am looking to integrate my app with HubSpot in a way that allows agents to view and interact with it within the right-side panel while maintaining the ticket context.
I am aware of the CRM cards feature, which allows setting properties and actions. However, I need a solution that provides a more customized layout and functionality. Are there other tools or methods within HubSpot that can help achieve this level of customization?

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2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Custom Integration Options for HubSpot

SOLVE

Hi @KTG1 

 

Take a look at the documentation for Custom UI Extensions - these are pretty cool and might let you achieve what are looking to do. The sample projects linked from the page are great examples. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Custom Integration Options for HubSpot

SOLVE

Today to allow interactivity within HubSpot as a Public App you would render it in a modal iFrame launched from the CRM card.

 

For the future: learn the UI Extensions so you are familiar with using React and Hub Spot's increasing library of UI Components. Ui Extensions only work in private apps today but stay tuned...

 

Hot Tip: Take Phil's advice and learn the UI Extensions 🙂

 

View solution in original post

0 Upvotes
3 Replies 3
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Custom Integration Options for HubSpot

SOLVE

Hi @KTG1 

 

Take a look at the documentation for Custom UI Extensions - these are pretty cool and might let you achieve what are looking to do. The sample projects linked from the page are great examples. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
KTG1
Member

Custom Integration Options for HubSpot

SOLVE

Hi @Phil_Vallender ,

Thanks for the suggestion. However, my goal is to publish the app. Is there another way to achieve the required customization?

Thanks for your help.

HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Custom Integration Options for HubSpot

SOLVE

Today to allow interactivity within HubSpot as a Public App you would render it in a modal iFrame launched from the CRM card.

 

For the future: learn the UI Extensions so you are familiar with using React and Hub Spot's increasing library of UI Components. Ui Extensions only work in private apps today but stay tuned...

 

Hot Tip: Take Phil's advice and learn the UI Extensions 🙂

 

0 Upvotes