Hello. I’ve been reading documentation in order to integrate Twilio Flex and Hubspot. I first tried to embed Hubspot on Twilio Flex. But since twilio flex inserts the CRM through an Iframe. Some of the functionality is lost on Twilio flex interface (cant make calls with the activity button as it is blocked because of the iframed implementation and adding a custom card is also restricted as the iframe is blocked also. Then I’m trying to create my custom provider with the calling extension sdk, but I’m unable to communicate Twilio flex in order to execute the call or passing messages between the iframe and hubspot. What I need to make calls to contact records using Twilio Flex but if possible launch the call through the contact record page. Is it possible currently or is there any other approach that I’m missing?. Any help is greatly appreciated.

Hey, @JRumeau :waving_hand: Thanks for your question. Are you using this guide — Integrating Twilio Flex and HubSpot CRM, and repo — hubspot_twilio? Other community members have reported challenges because of limitations that come with embedding external applications into iframes due to security reasons, such as the “same-origin” policy. With this being a 3rd party solution, you will want to reach out to their support or community to confirm the tool will do what you are wanting. As with all 3rd party apps and integrations, while HubSpot provides the API endpoints and other developer resources, support for these apps is up to the creator. Best, Jaycee

Indeed, thats one of the resource I first read as there is no much information. The problem is that the restriction comes from the Hubspot security policy. I guess theres is no much option unless this restrictions are lifted in order to allow Hubspot to be embeded into an iframe.

It sounds like you’re facing a few challenges integrating Twilio Flex with HubSpot, particularly with the iframe restrictions. Here are a few suggestions that might help: Handling the iFrame Restrictions: HubSpot’s functionality within Twilio Flex may be limited due to security policies (like X-Frame-Options) preventing full interaction via an iframe. If this is causing the call button and custom card issues, one potential workaround is to build custom HubSpot integrations via API rather than embedding it directly in Flex. This can allow more control over features like calling. Using the Calling Extension SDK: If you’re attempting to build a custom solution with HubSpot’s calling extension SDK, ensure that the Twilio Flex interface can interact with HubSpot’s API for call management. You may need to develop a middleware service that facilitates communication between the two platforms—passing data between HubSpot and Twilio Flex through API calls rather than an iframe. Direct Integration via API: Another approach is to create a direct integration between HubSpot and Twilio’s API (bypassing the iframe issue altogether). This will allow you to trigger calls directly from HubSpot’s contact records and ensure a smoother experience. You can leverage webhooks or custom workflows in HubSpot to initiate calls from Flex. I’d also recommend reaching out to Twilio’s support or their developer community for insights on passing messages between the iframe and the parent window (if there are any sandboxing issues). You may find some relevant examples or plugins that can handle this in Flex. Looking for affordable digital marketing services? Our company offers tailor-made strategies to help small businesses thrive in the digital space. https://www.fledix.com/

Twilio flex integration help

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SCW April 9, 2024, 10:21am 4

Hi J,

We have a Twilio add-on product that allows you to integrate with various CRM platforms including Hubspot. Happy discuss further if it helps.

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Twilio flex integration help

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