How do I create a custom widget on deal page

deals
developertools

#1

How do I create a custom widget on deal page in which data could be shown from a third party application.


#2

@Subhash you can use our CRM Extension API to do so.


#3

@pmanca I have gone through the extension API, but did not get the idea on how to create a custom widget on deal page where data could be shown from a third party application. Can you share any link with example.


#4

@Subhash Here is a link to the PandaDoc integration as an example.


#5

I have created a CRM extension and a testing portal, with both Marketing and Sales dashboards. But I have no clue about how to get the testing portal to include the CRM. I think I have read everything about CRM extensions, still nothing.


#6

@phcoliveira Do you mind starting a new thread for this? Can you also explain what part of the process you are running into trouble with? Have you installed your app into your testing portal to see it? All testing portals should have the free CRM in them.