Customize the card view of my custom object related to Contact
I’m starting a project… I have a custom object “Interactions” which is related to Contact object. From contact view I can see the custom object record in the card on the right hand side of the view. The card shows total records in the object. The custom object has 6 types of interaction records. Goal is to customize the card view so that when clicked to expand it will display the total count of each interaction type. Then if I click on a given type - open a filtered list view which shows details for only the Contact interactions of the type I clicked. Do I need write a custom app? I currently have no intention of putting an app on marketplace For public use - this is strictly an internal IT project for a client.
Customize the card view of my custom object related to Contact
Thanks @dennisedson I don't need to access data in 3rd party API. Which is perhaps why the links to docs on this subject are kind of confusing to me. i want to customize presentation of a custom HubSpot object called "Site Interactions" which is related to Contacts object and is populated by an integration.
There are a handful of types of interactions and I want to present a custom card on the contact that shows the count of each type of interaction for a given contact. User can click the count for a given type in the card and opens a list view - filtered by the type and contact which was clicked. Is this even possible with HubSpot custom cards? Any clues or hints you think might be helpful
Customize the card view of my custom object related to Contact
@dennisedson I am interested in what you mean by 'iframe' in this context..... Are you suggesting I create custom card thatwhich defines an iframe which calls the HubSpot CRM API to retrieve and display the custom object records for this contact in a custom card.