Hi there. I'm new to this forum so bear with my ignorance of the Hubspot API.....
I have what I think is a simple requirement; I would like to present an extra option to the user whenever he/she clicks the Actions drop-down for any contact.
The option will be called "Add A Quote", and the action of the click will be to open a pop-window which will show the Add Quote option from another CRM system. No POSTed variables, nothing fancy, just a URL that opens in a pop-up window.
What's the most effective way to do this? I have read the documentation about the CRM Extensions API, so I think that's the way forward, but that's as far as I've got at the moment.
I'm fairly experienced in API coding to push and pull data between systems but this is a new area for me.
Any suggestions gratefully received.