HubSpot CRM Cards
HubSpot CRM cards are the perfect solution when you want to show data from an external platform for a contact, company or deal without storing that data in the HubSpot CRM. On top of that, HubSpot CRM cards also enable you to perform actions in an external system directly from the HubSpot interface.
Instantly display data in HubSpot using CRM cards
A HubSpot CRM card enables you to directly display data from an external platform in HubSpot. This gives you instant insight into all relevant information relating to a contact, company, deal or one of the other objects in HubSpot. What’s more, a CRM card also allows you to perform certain actions, such as sending a text message, drawing up an invoice, creating a support ticket and so on.
All data instantly visible
Custom CRM cards
Using a CRM card, you can load data from another platform and display it in HubSpot.
Let's say you're working with one or more other systems alongside HubSpot. These systems all contain information that is relevant to the contacts or companies in your HubSpot CRM, but you prefer not to store this data in the CRM. Using a CRM card, it's possible to retrieve this data via the API before displaying it alongside the correct contact or company. Alternatively, we can generate an iFrame, which gives you direct access to the right page in your external application, so you can see all the data you need at a glance, all directly from your HubSpot portal.
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