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HubSpot CRM Cards

Bright Digital collega's Mandy en Marleen lachen naar de laptop waar HubSpot op te zien is

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.

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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.

Schedule a call
Bright Digital collega's Mandy en Marleen lachen naar de laptop waar HubSpot op te zien is

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.

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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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Perform actions directly from HubSpot

There's nothing more annoying than having to open a second tab and search for the data you need before being able to edit it or carry out an action. Using HubSpot CRM cards, you can communicate directly with your external platform, and we can develop functions that enable you to do everything you need in an instant, without having to leave HubSpot. Want to send a text message to a contact who has just filled in a form? Or send an invoice for a deal you've just won? With a custom CRM card, we can make it happen!

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Accreditations

Officially accredited by HubSpot

At Bright Digital, quality is paramount. We're therefore constantly developing the knowledge within our teams. We regularly have this knowledge assessed by HubSpot through HubSpot Certificates and HubSpot Accreditations. An Accreditation is a formal recognition from HubSpot that indicates that an organization or team has proven experience and has successfully completed projects in a specific area.

View our accreditations
“Their process for our website redesign was very structured and clear, which gave me peace of mind. Especially because every mockup design was spot on. Bright really listened to our needs and delivered a great looking website with easy to use modules. The final product looks completely new, yet it exactly fits our brand identity. Thanks!”
Dook de Vries, Nmbrs
Financial services
"The experts' knowledge and expertise have allowed us to get much more out of HubSpot than we previously knew. They've also created beautiful new web pages based on the branding. We appreciate Bright's approach: practical, sharp, attention to detail, and simply fun to work with!"
Anouk Minnes, Great Place To Work
Business services
"We had a great experience working with Vet and now Bright Digital. They assisted us in improving our CRM processes, aligning our sales and marketing objectives, and supporting us through a smooth website migration. Their in-depth knowledge of HubSpot was invaluable in optimizing our workflows, increasing efficiency, and ensuring better information flow and collaboration across departments. From start to finish, their team was professional, responsive, and dedicated to delivering high-quality results. I would highly recommend working with them to any business looking to streamline operations and get the most out of HubSpot!"
Antonia Dobreva, Amflow
E-bikes
"In our search for a HubSpot partner who could also handle the design of our new website, we found Bright. We were immediately impressed with the Bright team, the process went smoothly, and we experienced excellent project management throughout, all of which was pleasant. Above all, we are very happy with the final result (our new website), which marks the start of a future collaboration with Bright."
Sandra Somford, JASA Packaging Solutions
Manufacturing
“Good agency. Very happy with them. Bright did the implementation of HubSpot and guided us well. Short lines, clear explanations and always very helpful. They come up with smart solutions. Because of Bright my knowledge of HubSpot has developed quickly. A lot of knowledge is shared and well documented.”
Christian Gramkow, Drukwerkdeal.nl
E-commerce
“Reliable, fast turnaround speeds and great listeners. We've migrated the Sales & Marketing teams away from a Microsoft platform. Although we're just at version one, it's already a much better experience overall. Bright Digital helped us map our requirements and implement processes, migrated data from our old system, built a coexistence with our finance and ERP environment, and onboarded the team. The process was smooth, fast, and enjoyable. Highly recommended.”
Sander van Dijk, Wajer
yacht building and water sports

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