Extensions API - how to create custom 'form' send action

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New Contributor

Hi fellow developers,

 

This is my first post here. I've searched the forums and the web throughly, but couldn't find a proper answer.

 

I'm looking to create an extension for the HubSpot CRM. An important feature is being able to send a custom text message from within HubSpot to my integrations' API.

So what it should look like:

- On a contact page, click a button to open a form-type window.

- Type in message, click done/send.

- The message gets sent to the API.

 

On the CRM Extensions API Overview page, I only see a static action, without any UI or custom field options, or an iFrame action. Obviously, I could build my own form somewhere else, and use the iFrame action, but this isn't ideal.

 

On the App marketplace, I see other developers have managed to integrate this exact feature. So I was wondering how they might've done this. Here's what I'm talking about:

https://app.hubspot.com/ecosystem/6108551/marketplace/apps/marketing/live-chat/niswey

The video there shows that upon the click of a button, the exact kind of form view I'm looking for pops up, within the HubSpot interface. Any ideas on how to implement this myself?

 

Thanks in advance,

Philip

 

HubSpot%20WhatsApp%20Compose%20Message-1

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HubSpot Moderator

Hey @philipvanwijk,

 

The HubSpot + WhatsApp Integration is using a browser extension that modifies our UI (Here's the setup instructions: WhatsApp HubSpot Integration Documentation). 

 

Currently, this is not offically supported and while we list them, HubSpot wouldn't certify the app

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