Last modified: August 22, 2025
CRM action components provide a built-in set of CRM-related actions, including adding notes to records, opening a one-to-one email composition window, creating new records, and more. Each component can perform the same set of actions, so which component to choose will depend on your needs and preferences. Below, learn more about CRM action components and actions available to each. CRM action components are imported from @hubspot/ui-extensions/crm. 
import {
  CrmActionButton,
  CrmActionLink,
  CrmCardActions,
} from '@hubspot/ui-extensions/crm';

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Available components

crm-card-actions
  1. CrmActionButton: renders a button.
  2. CrmActionLink: renders a clickable link.
  3. CrmCardActions: renders dropdown menu buttons in the top right of the extension.
Users can only take actions through these components when they have the proper permissions. For example, if a user doesn’t have permission to create deal records, they won’t be able to use a CRM action component to create a deal record. Instead, an error message will be generated and returned through an optional onError callback. Each action requires an actionType and actionContext.
  • actionType: the type of action. See the available actions section below.
  • actionContext: the CRM object and record context required for the action to be performed. For example, to include an action to open a preview sidebar for a specified record, you’ll need to provide the record’s objectTypeId and objectId in actionContext. See the available actions section for more information about what’s required for each action.

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Available actions

The following actions are available for CRM action components:

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Preview a CRM record

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Create a note

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Create a task

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Send a one-to-one-email

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Schedule a meeting

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Create an associated record

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Navigate to a HubSpot page

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Navigate to an external page