I have a use case where I would like to embed iframe in HubSpot layout and open our application from inside iframe. Using this iframe user can do various operations using HubSpot APIs integration.
I tried creating a template using iframe, but I couldn't find that how I can use that template.
My goal is to create/update contact/companies using our code inside iframe.
Please let me know if there is any such functionality where we can edit hubSpot layout and add a iframe.
I can see that this post is listed with a CMS tag and you reference a template, therefore I will assume that you have craeted a template in your Design Manager where you're attempting to implement this code.
To confirm, I would not expect this code to work and would advise looking at our CRM Extensions documentation if you're looking for a way to alter your Contacts/Companies etc. Take a look here:
As you'll see, this provides you with the option of building out an integration which can surface its own data in a CRM card for contacts, companies, deals, or tickets.
In addition to displaying data, integrations can also specify the actions a user will be able to take. This includes opening a modal window and allowing your integration to appear seamlessly inside the HubSpot CRM.
Hi @Willson , I read documentation for CRM Extension. I can see that it is expecting a data fetch URI, where it is expecting a response from and that response will be shown on the cards for a particular record. Further, if we provide any action ( like iframe ) then it will be open up in a new window.
I am looking for a type of integration where it won't expect a data fetch URI and give a link on CRM card where I can display my iframe and perform any functionality using CRM APIs.
Is it possible ?
Further, is there any other process using which I can make changes in hubSpot layout ?
If I am understanding this correctly, what you're trying to accomplish is not currently something we're making available. Hence, CRM Extensions API would be the best option for you.
We can see that other integrations offer something similar but they are built in a specific way that is not available via our APIs, therefore, we cannot offer an alternative solution to what has already been recommended.