CRM

aghamraoui
参加者 | Solutions Partner
参加者 | Solutions Partner

Advanced Question about records customization

解決

Hello,

 

I am working on a project to integrate API from Hubspot to a Google Script. What I need to know if it’s doable with Hubspot.

 

On the left sidebar of a company we want to add a new section below “About this Deal.” The sales rep will write down some information on the custom property set-up for this section. When the sales rep is done, he can save the new information.

 

So far I know this is doable without any issue.

 

Here is what gets a bit more complicated. 

 

So we want to add a new button below all custom property to open up the ‘Google Script.’ When the Google Script open, we want to get all the information from what the sales person entered. 

 

I have been looking for this answer but can find it online. Is it possible to add a button under a ‘records customization?’

 

If not what would be a good alternative for that solution?

 

Thank you!

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Mike_Eastwood
解決策
名誉エキスパート | Gold Partner
名誉エキスパート | Gold Partner

Advanced Question about records customization

解決

Hi @aghamraoui 

 

Sounds like a CRM Extension would do what you want.

 

If you're clever enough to create Google Scripts then you're probably going to enjoy the HubSpot API.

 

Have fun

Mike

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2件の返信
Mike_Eastwood
解決策
名誉エキスパート | Gold Partner
名誉エキスパート | Gold Partner

Advanced Question about records customization

解決

Hi @aghamraoui 

 

Sounds like a CRM Extension would do what you want.

 

If you're clever enough to create Google Scripts then you're probably going to enjoy the HubSpot API.

 

Have fun

Mike

aghamraoui
参加者 | Solutions Partner
参加者 | Solutions Partner

Advanced Question about records customization

解決

Thank you! It's seem its the way to go!