May 4, 2022 3:49 AM - edited May 4, 2022 3:50 AM
We have an external app that pulls contacts from our HS, so we can do some parts of our workflow there (whcih are not available in HS).
It would be really helpful to our users if they could have "quick-links" from HS interaface directly to that external app related page. This would avoid multiple clicks, including searching for the contact in the external app (when contact is already found in HS).
Ideal and the most simple solution I though might be possible, is via custom propery on the contact. I though "calculation" type property might be able to concatenate strings with variables, like "Http://.......externalservice.com/ccontacts?contactID=" + $ContactID
... then I'd simply put it in the sidebar where it would appear as link (similar to Website URL property)
Unfortunatelly, calculated fields do not support concatenation. Any idea how to achieve this? All I can think of is a custom browser plugins but thats not very elegant solution.
I think it would really help to be able to reference external systems in sidebars (and assosiated cards) via calculated read-only link properties.
May 4, 2022 4:58 AM
Hi @MVukusic ,
You can certainly do this with the help of workflows. What you need is:
1. A destination property where you are going to store the values.
I have cross checked whether it’s working or not
After this, you can use this property in the left-sidebar, or in cards, as you feel is suitable (but this not a clickable link, but a plain string).
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
May 4, 2022 5:54 AM
Oh, great idea indeed! But too bad it is not the link in the end 😕 I though HubSpot autoformats links.
In the meantime, I found CRM API Extensions docs. It seems like a solution long-term, because external apps are owned by us and this kind of extension has many more interesting integration potentials. (https://legacydocs.hubspot.com/docs/methods/crm-extensions/crm-extensions-overview)
However, would still be nice to have something simple done through HubSpot interface.
May 4, 2022 3:07 PM
Thanks for sharing this API solution with us, @MVukusic!
I would recommend adding your feedback about HubSpot having the ability to auto-format links to our Ideas Forum. If you post your idea, feel free to link it here so we can upvote it for you 🙂
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May 4, 2022 4:57 PM - edited May 4, 2022 5:02 PM
Thx, I did post an Idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Links-calculated-as-custom-fields/idi-p/627218
I merged both ideas into one: displaying links as links and adding string concatenation to calculated fields.
May 5, 2022 3:20 PM