APIs & Integrations

DSharma01
Participant

Install a private app into another user account

Hi Everyone,

 

I just wanted to ask whether there is an option to install a private app into another user account. This private app integrates a UI extension (CRM Card) developed using CRM Development Tools Beta.

 

Is there a way to install this app using a authorize url?

 

If we can only install through HubSpot CLI deployment to a production account, should the account have Service/Sales Hub Enterprise subscription for deployment as well?

 

As per the documentations it seems we only need that for development. Please correct me if I misunderstood some points.

 

"While a Sales Hub or Service Hub Enterprise account is needed to create UI extensions, a paid seat is not required to view UI extensions or custom tabs on CRM records. Any user in the account will be able to view and use UI extensions once uploaded to the account."

 

I have tried deploying it to an account where my Service Hub Enterpise Trial ended. The build and deployment succeeds and I can see the application in the account, but Extensions card option in Customize Records -> Add Card is missing and Hence I cannot add the card to the CRM.

So I just wanted to confirm if the UI extension will be available without Enterprise Subscription as well.

 

Thanks in advance, Have a good day !  

0 Upvotes
7 Replies 7
ASheth5
HubSpot Employee
HubSpot Employee

Install a private app into another user account

Hi @DSharma01 ,

We don't have any public documentation for public apps with React extensions as of now. If you have an urgent use case, I would suggest you to speak with your app manager for more details. If you don't have an app manager, this link will give you more info for how to get one. 

0 Upvotes
DSharma01
Participant

Install a private app into another user account

Hi @ASheth5 ,

The application is not public but a private one.
For getting enrolled as a app partner a public app is needed, as per the link you shared.

Can anyone please atleast confirm on which subscription is needed by users that install this extension.

"While a Sales Hub or Service Hub Enterprise account is needed to create UI extensions, a paid seat is not required to view UI extensions or custom tabs on CRM records. Any user in the account will be able to view and use UI extensions once uploaded to the account."
As already mentioned in the original post this private app is created through a project for UI extensions in CRM Development Tools (Beta).

In my account the build and deployment succeeds,

D-RX Deploy completed.png

But the no Extensions cards option is available to add the UI extension card in Default View.

 

No extension card screenshot.png

 



 It would be great to get some confirmation on the above point, as installation is an important part through which any user can use this developed extension at all.

 

0 Upvotes
Rwbrown
HubSpot Product Team
HubSpot Product Team

Install a private app into another user account

Hi @DSharma01 , I just wanted to clarify that these developer tools and access to CRM extension development with projects is restricted to Enterprise Sales and Service hub accounts. If you are super admin for an account with subscriptions to this tier of service you can opt in to our public beta from the "Product Updates" link in your top right navigation menu, and then by searching for "CRM development tools to build UI extensions with React as frontend". 

 

Screenshot 2024-07-10 at 5.04.53 PM.png

 

Screenshot 2024-07-10 at 5.05.58 PM.png

 

After your account is enabled for access, you should be able to successfully upload and deploy new extensions using the CLI. The projects framework and platform tools rely on source code files, folders, and configuration settings that allow developers to easily add private apps and extensions to multiple accounts where you have privelged access (Super Admin) and the account itself is opted in to the beta, so it is possible to install the same UI extension across multiple portals using the same source code or copies of it.

0 Upvotes
ASheth5
HubSpot Employee
HubSpot Employee

Install a private app into another user account

Hi @DSharma01 ,

You should be able to configure the card onto this portal. Let's dive into the details to understand the issue here. Can you confirm that your app.json config has the proper `location` and `objectType`? Feel free to send a screenshot

0 Upvotes
DSharma01
Participant

Install a private app into another user account

Hi @ASheth5 ,

 

I think the configurations are correct, here is a screenshot of the same.

 

DSharma01_0-1720506750818.png

 Please let me know if something must be updated.

Thanks !

0 Upvotes
BérangèreL
Community Manager
Community Manager

Install a private app into another user account

Hi @DSharma01,

Thank you for asking the Community!

Regarding installing a private app into another user account, I can see that you'll need to follow this documentation "Authorizing and installing an app", because "to install a HubSpot app in an account is a two-step process. First, you'll need to authorize the app for the account that you want to install in. Second, you'll need to generate the initial OAuth tokens using the auth code you get from the first step."

I also would like to share these threads that might help you:

- Install an App from hubspot into clients hubspot account
- Integrate an app with multiple accounts

As far as viewing the custom card, so that I can check which subscription is needed, can you please confirm which option below you are using/needing, please?

- CRM cards
- CRM development tools overview (BETA)

Where do you want to add the custom card? As a new tab (next to "activities") on a record?
Here is an article for information "Customize records (BETA)".

I'd like to invite some of our Community Members to this conversation: Hi @tominal@PSquad@DSharma01@SJMorris@VRandima@Bob2245 do you have suggestions to help @DSharma01, please?

Thank you very much and have a great day!

Best,
Bérangère


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0 Upvotes
DSharma01
Participant

Install a private app into another user account

Thank you, @BérangèreL , for the quick response.

 

Regarding the custom card display, it can be shown in any tab, and I am using CRM Development Tools (BETA).

 

I have also followed the steps in "Authorizing and installing an app." In my case, there is no Client ID available in the Auth settings (or any other section) of my private app, which is necessary for creating the authorization URL.

 

I also believe that the provided documentation refers to installing a private app created through an app developer account, not a private app built through projects for UI extensions via CRM Development Tools (BETA).

 

Please feel free to correct me if I am mistaken, as I am new to HubSpot CRM development.

0 Upvotes