Data integration can be smart.
The more your data is distributed, the more difficult it will be to integrate and manage it. But what if you can integrate, view, and organize all your data in one channel?
Sounds good? I know.
CRM card integration helps in this. Let me tell you how.
Let’s say your company uses multiple platforms with HubSpot. And you make different applications with different operations. For example, using HubSpot to store your user data and another application to send SMS.
Switching between both applications can be a passion for you and your agents. So if you get a solution that allows you to use an external application to send SMS in HubSpot, it’s extremely convenient.
And exactly the same can be done through HubSpot CRM card integration. We’ll talk more about it and know what it is and how we apply it to your business.
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What is a HubSpot CRM card?
CRM cards allow information from other systems to appear in HubSpot contact, company, transaction, or ticket entries. This feature allows applications to create custom maps to display this information.
Simply put, when you open a CRM record, you see a tab in the right sidebar. These cards contain some information about this item.
However, these are predefined maps that display the data stored in your HubSpot CRM.
If you have other data that is not in your HubSpot CRM but in an external system and you want to view it on HubSpot maps, you need to create custom maps. And CRM card integration will help you with that.
For example, you want to send an SMS to users who provide feedback on your products. Their feedback is stored in your HubSpot CRM. However, there is some external data, such as their authentication details, SMS history, and so on. To view this information in HubSpot, you must create a custom map to view it.
So that was the basic idea of integrating a HubSpot CRM card. Now let’s talk about something that will help us do that.
CRM Cards API.
What is the HubSpot CRM Cards API?
The HubSpot CRM Cards API provides you with an interface where you can integrate all third-party data with HubSpot and display it on your CRM card.
This API allows you to create custom maps for your HubSpot objects, such as contacts, businesses, tickets, or offers. As explained above, these custom maps show external data stored on any other system you use.
Let’s talk about how this CRM card API works.
How does the CRM card API work?
The CRM Card API helps you view specific data for CRM records on custom CRM cards. This data is stored in your application and is retrieved by the CRM Cards API and displayed in HubSpot, so you never leave the portal.
Let me now tell you how this API works.
- The object record is loaded into the HubSpot CRM.
- HubSpot queries the URL you enter in the Data Retrieval URL field. HubSpot queries this URL to retrieve map data for this listing.
- The request is then checked and validated to see if it was made from HubSpot.
- Once the request is approved, the external system returns the required values.
- The values are then sent back to your HubSpot portal and displayed on the CRM card.
This was the general idea behind the HubSpot CRM Cards API. Of course, you may not understand. So let’s go deeper into this to make things clearer.
Key examples of HubSpot CRM card integration
Here are some of the best examples of HubSpot CRM card integration:
- PandaDoc: PandaDoc integration adds a custom card to your contact, company and transaction listing. With this integration, you can create personalized documents directly from HubSpot so your agents don’t leave HubSpot and switch to another application.
- OrgChartHub: This integration adds a map to your contact and company entries in HubSpot CRM. With this custom map integration, you can create, view, and manage account hierarchies in HubSpot.
- Jira: Jira Integration adds a map to your HubSpot ticket entries and helps you associate your HubSpot tickets with Jira issues.
How does MakeWebBetter implement HubSpot CRM card integration?
MakeWebBetter integrates a CRM card for your business as follows.
Step 1: Create a HubSpot developer account
First, we create a HubSpot developer account. A HubSpot developer account helps you create and register applications, custom integrations, and websites in HubSpot.
After creating your HubSpot developer account, we create the app by clicking the button Create an application button.
We then configure the authorization, scope of settings, etc. for the application.
After that we go CRM cards section and create a custom map by clicking the button Create a CRM card button.
Step 2: Create CRM cards
After clicking the Create CRM Card button, you will be directed to a window where you can create your own custom cards.
In this window you need to add Data retrieval URL. HubSpot requests this URL to retrieve and return data for your CRM card listing. It’s basically a web hook.
After adding the URL, you need to specify which objects you want to retrieve the data for. For example, if you want your custom maps to appear whenever a business listing loads, enable business switching.
Step 3: Select map properties
When the record types are selected, click the button Card features section. In this section, you need to add the attributes that you want to display on your custom CRM card. You must add an attribute name, display label, data type.
Step 4: Define custom actions
After adding card properties, specify the custom actions you want to perform through your CRM card data. To do this, you must add an endpoint to which HubSpot calls. Here, the custom action can be, for example, “Sending an SMS”, “Creating a ticket”, etc.
So it was all about HubSpot CRM card integration. You can integrate, control, manipulate, and act on any external data in HubSpot. I hope you now have a better understanding of this CRM card concept. If you are still stuck somewhere, you can always contact us.
What’s more, if you’re looking for a custom CRM card integration service for your HubSpot, don’t look anywhere else. We are a HubSpot Platinum Solutions partner and offer HubSpot CRM card integration as a service. If you are curious about it or need it, contact our HubSpot experts and you will get the right solution.
Do you need HubSpot CRM card integration?
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