Sales and service teams waste hours switching between systems to find customer information. UI Extensions in HubSpot eliminate this problem by bringing external data and custom functionality directly into your CRM interface.
HubSpot UI Extensions allow you to embed custom interface elements directly within your CRM environment. These tools appeared in early 2023 and let you display external system data, create custom visualizations, and build business applications inside HubSpot records.
UI Extensions work in multiple locations throughout HubSpot record views for contacts, companies, deals, tickets, and custom objects:
Teams access critical information where they already work without switching applications.
Traditional CRMs force businesses to conform to predefined workflows. UI Extensions reverse this dynamic. Your CRM adapts to your unique processes instead.
UI Extensions present data in more meaningful, accessible ways than standard CRM views provide. Raw data transforms into intuitive visualizations. Information from multiple sources consolidates into unified views.
UI Extensions implement sophisticated business rules and calculations directly within HubSpot. You build interactive tools for specific business processes. Multi-step workflows execute without leaving HubSpot. This replaces the need for separate specialized applications.
Sales reps need complete visibility into order fulfillment during customer calls. The SAP Sales Document Flow Integration connects HubSpot deal records to SAP, bringing the full sales process (quotes, orders, shipping, invoices) into one view.
Reps see shipping numbers, tracking details, and delivery dates at a glance with color-coded status indicators. Users click through different stages for more details, with links to original documents or clear data tables. This saves time, cuts system switching, and gives teams full visibility during customer follow-ups.
Users can click through different stages for more details, with links to original documents or clear data tables. This saves time, cuts system switching, and gives teams full visibility during customer follow-ups, making conversations smoother and better informed.
Field service teams, real estate agents, and hospitality managers need quick location context. The Google Maps Location Visualization extension adds interactive maps inside HubSpot records, turning plain address fields into useful visual tools.
For custom objects like hotels or offices, the extension shows a map with a pinned location and neighborhood details. The map image links to Google Maps for deeper exploration, all without leaving HubSpot. Teams plan routes and communicate more effectively using real-time location insights.
Marketing teams struggle with numerous properties linked to contacts. The Marketing Attributes Organization extension creates a dedicated tab where properties from systems like SAP group logically and filter easily.
A toggle lets users hide empty fields, keeping the view clean and focused. Marketers use a dropdown to navigate between attribute groups, making it easier to zero in on details needed for current campaigns. This transforms how teams access customer attributes, improving visibility and reducing time spent searching across contact records.
UI Extensions solve three business problems: eliminating app-switching, visualizing complex data, and embedding business logic where teams work. Development time ranges from 4-6 weeks for simple integrations to 3-4 months for complex applications with custom business logic.
Your HubSpot implementation partner needs strong React development skills and deep understanding of HubSpot's API architecture. The best implementations start with clear documentation of your current workflow pain points and specific data requirements.
Our team specializes in complex CRM customization projects. We help you architect solutions beyond simple tool replacement. Schedule a discovery call to discuss how UI Extensions transform your specific business processes.
Our team of HubSpot experts is ready to discuss how custom UI Extensions can transform your CRM experience and streamline your business processes. Whether you're struggling with system integration, data visualization, or workflow inefficiencies, we have the expertise to create tailored solutions together.
Contact us today to explore how we can help your business work smarter with HubSpot UI Extensions.