Form within CRM Extension

crm_extensions

#1

I am customizing the CRM sidebar for companies in our portal using CRM Extensions. I've successfully added cards, fetched data from our website to display, and added some iframe windows. As a shipping company, what we would really like to add is a form for quickly quoting clients based on their shipment details (from, to, shipping weight, dimensions). I know I can use the iframe modal window option to go to our quote tool on our website, but that doesn't work well with our processes since it locks out the rest of the Hubspot window when open.

Is it possible to add a form to a CRM extension card, post the form fields to our website, and then display the response in the card or a popup? Based on the documentation, the Forms API does not appear to support this sort of integration, but I wanted to verify. If it does not, does anyone have any workaround suggestions? Thanks for the help.


#2

Hi @Ward,

Right now, an iframe would be the only way to accomplish this, since it's not currently possible to add a form directly to a CRM extension card. I can totally understand the use case you're describing, though: If you have the inclination, I would encourage you to check out the Ideas Forum on the HubSpot Community. There, you can create a post including your use case that product and other customers can see.


#3

Thanks for the response Derek. I'll post over in the Ideas Forum.


#4

Hi @Ward,

Feel free to link to that post here; I'll give it a kudo, and it'll make it easier to find for folks who come across this topic!


#5

Finally got it added to the Ideas Forum: