06.09.2023

Building HubSpot UI extensions with REACT

12 min read

Marc

In this blog post, we'll explore the transformative features of this upcoming development tool and discuss how its enhanced flexibility could fundamentally reshape the way you utilise HubSpot for your business.

In the world of customer relationship management (CRM) and marketing automation, one of the most significant differentiators that can sway businesses towards platforms like Salesforce or Dynamics over others is the ability to customise the software to meet their unique operational needs. 

Up until now, despite HubSpot's impressive suite of tools, this has been a sticking point for some potential users.

As one or the largest HubSpot partners in the ecosystem, we've witnessed how HubSpot's comprehensive suite has continually transformed businesses, improving efficiency and boosting growth with its easy-to-use, intuitive interface. However, the forthcoming update in HubSpot's development capabilities could be the game-changer that balances the scales.

Building on its commitment to provide businesses with the means to streamline and personalize their operations, HubSpot is set to unveil a new development tool. This platform aims to push the boundaries of customisation, nudging HubSpot into the same customisation arena dominated by giants like Salesforce and Dynamics.

With this new technology environment, developers can now create custom cards that are interactive within HubSpot, and can be displayed on both the middle, or sidebar of a HubSpot CRM record. Put simply, this means you can create entirely custom and immersive user interfaces on top of HubSpot. 

The possibilities here are endless, and range from complex integrations, through to ensuring your business processes are fully optimized - we go through six core examples in this blog. 

One of HubSpot's key advantages right now, over its competitors, is that it’s incredibly friendly to use. It passes the "one screen test." Unlike other platforms, HubSpot ensures you don't need to click through a maze of options to reach where you need to be. This new tool promises to enhance this user-friendly experience further, empowering businesses to tailor the platform according to their needs without compromising ease of use.

In this article, we'll focus on six crucial aspects - security, conditional behavior of viewing fields, submission of fields, interactions with other platforms for both submitting and reading, and interaction with HubSpot objects.

1. Elevating security: a new paradigm for HubSpot

In the digital era, security is not just a feature; it is an essential part of any platform. The new development tool introduced by HubSpot further elevates this aspect by offering further customisability options. With this new development environment, the possibilities are virtually endless, which has never been more critical in today's data-sensitive environment.

One of the most compelling improvements is the ability to lock down specific parts of the tool. For businesses that handle sensitive data, this feature is a game-changer. HubSpot recognises that not all data is meant for every eye in an organisation, and with the new development tool, companies have greater control over who sees what. This will significantly minimise the risk of data breaches or internal misuse of information.

The updated security measures are not just about risk mitigation. They’re about empowering businesses to confidently use their data, knowing it's safely managed and that the right information is accessible to the right people, at the right time. In a nutshell, these enhancements offer users the peace of mind to focus on what they do best: growing their businesses.

While other CRMs like Salesforce and Dynamics might have held the upper hand in the past due to their higher level of customisability, HubSpot is closing the gap. The introduction of this new tool underscores HubSpot's commitment to building a platform that doesn’t just meet its user’s needs but anticipates them. And with a more secure, more customisable platform, it seems like HubSpot is doing just that.

2. Customizing conditional behavior of field views

HubSpot’s new development tool takes a huge leap forward in personalizing the user experience, particularly in the way fields are viewed. With conditional behavior, users can now customize which fields are visible based on specific conditions. This leads to a smoother, more streamlined workflow, aligning HubSpot more closely with customer-centric CRMs like Salesforce and Dynamics.

Gone are the days when your workspace is cluttered with irrelevant fields. The new tool allows you to tailor your interface to display only the data fields that matter to you at a given moment, based on the conditions you specify. This ultimately results in a more focused, less distracting environment, reinforcing HubSpot's commitment to the one screen test.

3. The art of field submission

HubSpot's new tool not only lets you customize how you view fields, but also how you submit them. By tailoring the submission process to meet your specific needs, you can streamline data entry, reduce errors, and increase overall productivity.

Instead of a one-size-fits-all approach to data entry, this new tool allows for flexibility, giving users the freedom to define how data gets submitted based on their unique business processes and rules. This adds another level of customisation, once again narrowing the gap between HubSpot and more customisable platforms like Salesforce and Dynamics.

4. Interacting with other platforms: submitting information

An exciting feature of the new HubSpot development tool is its improved interoperability with other platforms. In our increasingly interconnected digital landscape, the ability to efficiently share information across different platforms is vital. Now, HubSpot allows you to submit data to other platforms effortlessly.

This feature amplifies the potential of your HubSpot platform, making it a more versatile tool in your business arsenal. Whether you're integrating with a marketing automation platform, a customer support tool, or any other third-party platform, this new feature makes data sharing easier and more efficient than ever.

5. Interacting with other platforms: reading information

Beyond the crucial capacity for data transmission lies the equally vital capability of data retrieval. HubSpot's latest tool provides a seamless integration with external platforms, allowing for the retrieval of data. This innovation eliminates the need to navigate between various applications to amass information; instead, you can now directly access it within the HubSpot environment.

This functionality goes beyond mere convenience; it's about streamlining workflow efficiency and ensuring immediate access to all pertinent data whenever the need arises. By seamlessly aggregating data from external platforms, you can attain a comprehensive overview of your business operations, all while remaining seamlessly within the HubSpot ecosystem.

6. Interacting with HubSpot objects

The interaction with HubSpot objects is another pivotal aspect that has been greatly improved. With the new development tool, you can manipulate HubSpot objects to suit your specific needs.

Whether it’s dealing with contacts, companies, deals, or tickets, you have full flexibility in how you interact with these objects. This enhancement allows for more dynamic interactions, resulting in a richer, more powerful user experience.

Conclusion

In conclusion, the new development tool from HubSpot represents a major step in its evolution. It bridges the gap between HubSpot and more customisable platforms like Salesforce and Dynamics while staying true to its 'one screen' philosophy.

This development will make HubSpot an even more attractive proposition for businesses that need the power of customisation without sacrificing usability.

If you're eager to harness the potential of this cutting-edge tool, don't hesitate to reach out to our team of HubSpot experts at Huble. We're here to guide you in leveraging HubSpot’s new development tool to its fullest extent for your business's growth and success.

Not using HubSpot yet?

Book a demo with our team today.

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