Our sales users live in the HubSpot CRM and they're not thrilled when they have to leave it. They don't want to jump into another tool, to build a quote, make a call, or file a ticket. They want everything connected, because their system is stronger when it is. That's why we're introducing the CRM Extensions API. The API brings your product inside the HubSpot CRM, through a structured card and a launchable modal. Easy access means more valuable, active users for your software.
The contact database sits at the center of HubSpot. It’s connected to every tool, actively absorbing new information about prospects and customers. The Timeline API gives you write access to the contact timeline, allowing you to add your custom events to HubSpot records. This data then becomes a signal in HubSpot, to build lists, email sends and much more.
HubSpot’s Webhooks API syncs data to your app from HubSpot in near real time. You can subscribe to Contact, Company, and Deal creation, property update, and deletion events in HubSpot, and we’ll push that data to your app anytime one of the events occurs. If your app is used by multiple customers, you can configure Webhooks once and they’ll work across all portals connected to your app, and we handle error retries and logging on your behalf.
"One of the greatest challenges with sales related data is knowing when to expose the right data. HubSpot's Timeline API made it easy for PandaDoc to provide actionable insights to our joint users when it matters most. We didn't have to think about it, Timeline just made it much more simple and intuitive to integrate."Serge Barysiuk CTO @ PandaDoc