APIs & Integrations

Not applicable

Display an iFrame on Dynamics CRM Contact Record

We are in the process of integrating two HubSpot forms to Microsoft Dynamics CRM through ScribeOnline. As a stage in this integration, we are wanting to display an iFrame showing analytics from the Contact Property in HubSpot. The goal is that each iFrame (on the Contact Record in CRM) will show the analytics (i.e. email opens, email clicks, web pages visited, etc.) for the Sales Reps. How does this work, since each URL (for the iFrame on Dynamics) has to be unique? Also, could there be a button within the iFrame directing the Sales Reps back to HubSpot to see more analytics on the Contact Property?

Thanks!

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4 Replies 4
Not applicable

Display an iFrame on Dynamics CRM Contact Record

Thanks, David! How do I locate the exact URL?

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Dadams
HubSpot Employee
HubSpot Employee

Display an iFrame on Dynamics CRM Contact Record

The URL is going to be unique for each contact record, and would only be available by pulling the contact’s data using the Contacts API.

Search for a contact by email address | Contacts API

GET /contacts/v1/contact/email/:contact_email/profile - For a given portal, return information about a single contact by its email address.


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Dadams
HubSpot Employee
HubSpot Employee

Display an iFrame on Dynamics CRM Contact Record

Hi @company

We don’t have a way to iframe individual parts of the contact record. We do have a read-only public view for contacts that’s based on the older contact view, and that view can be iframed does not require logging in to view the contact. That public URL is in the profile-url when pulling the contact data through the API.

-David

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zeeshanhassanpk
Member

Display an iFrame on Dynamics CRM Contact Record

Hi -

As said above that profile-url has link to contact's public page and doesn't require viewer to login BUT as of today I have N contacts in my test portal, I listed them and tested against few contact profile-url but it shows login screen. So can can this be resolved somehow to be public somehow?

Thanks -

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