Create custom cards with projects (BETA)
Customize your CRM by creating custom cards for CRM records including contacts, companies, deals, tickets, and custom object records. A custom card is a type of UI extension that can display information from external systems, organize HubSpot information, and more. You can position cards in the record's middle pane and the sidebar, and you can customize the content using components.
In the context of HubSpot projects, UI extensions are defined within private apps and are powered by serverless functions. An app must include scopes for the CRM object that a custom card will display on. For example, to display a custom card on a contact record, the app must have
Below, learn how to set up a custom card and configure its options, such as components and actions.
To view example projects that contain fully built custom cards, check out HubSpot's example extension library on GitHub.
To get started, you can follow the quickstart guide to create a custom card that retrieves and displays data from an external API on button click.
If you followed the guides to create a project and private app from scratch, start creating a custom card by adding the following to the project's
crm-card.jsonfile, which configures the card, including which types of CRM records it will display on.
serverlessfolder which will contain serverless function files. Within this folder, create the following files:
package.json: contains metadata about the serverless function.
serverless.json: the serverless function config file.
crm-card.js: contains the code that the serverless function runs.
Below, learn more about each file along with example code to add to each.
The type of UI extension. For CRM cards, use
Defines the custom card and its functionalities. Includes the following fields:
The name that displays in the card on CRM records.
Where the card appears on the CRM record.
Defines the data that gets fetched. Contains
Defines an optional target app function to fetch data. This function will be contained in the
Defines which object types will display the card, along with the HubSpot properties to send to the serverless function.
The name of the object. For custom objects, use
The properties to make available to the serverless function. For example, when wanting to display the contact's first name, include
When configuring a serverless function, note that you need to call the
sendResponse function which takes in an object with two available properties:
sections: an array that contains component objects. In the Getting Started template, components are defined first with constants, then later inserted into the
sectionsarray. You can also build components within the sections array itself, or use a combination of both.
messages: an object that defines a floating success or error banner. For example, a success alert that appears on successful form submission.
Custom cards can be created for any CRM objects, including standard and HubSpot-defined objects, as well as custom objects. In the card's JSON file, you'll define this within the
When building a custom card for custom objects, you'll reference the object with the following format:
objectName matches the
name of the custom object (case sensitive). You'll also use this format when referencing custom objects in the property list and table components for cards in the middle pane.
In the custom card's JSON file, you can configure positioning either within the middle pane or right sidebar of a record by setting the
location property. To see an example, follow the quickstart guide to create an extension that displays in the middle pane.
By default, when creating a custom card for the middle pane, it will be added to the Custom tab. However, you can add it to the Overview tab by clicking Customize this tab on a record page.
In addition, when customizing a tab, you can create views based on teams to control which users can view which extensions.
- To display a custom card in the middle pane of the CRM record, set
"crm.record.tab". By default, the card will be added to the Custom tab, but you can add it to the Overview tab by clicking Customize this tab on a record page.
- To display a custom card in the right sidebar of the CRM record, set
You can display property values from the CRM record by including those properties in the custom card's JSON file and serverless function. Accessing property data through this method does not count against your API call limits, unlike using your private app's access token to retrieve data.
To display property data in standard components:
- In the card's JSON file, add the properties to the
propertiesToSendarray (line 10).
- Then, in the serverless function (
crm-card.js), define a
constto retrieve those values from the
contextargument (line 2).
- Reference those properties within components in the serverless function's
sectionsarray (lines 15, 19, 23)
Custom cards in the middle pane can also use the property list and table components to display CRM property data without having to send properties. To do so, reference the properties directly as strings.
Components are the UI elements that make up the content of the custom card, such as forms and tables. Components should be included in the
sections array of your serverless function. Standard components can be used by cards in all locations, while other components can only be used by cards in the middle pane.
You can find a full list of available components in the components reference guide.
When a custom card fails to load, an error message will appear on the CRM record.
- To navigate to the app's CRM card logs, click the link in the error message.
- On the Logs tab, click the error to view more information, including the type of error, the error message, and full log details.
Learn more about debugging serverless functions.
To enable your extension to interact with data, either externally or within HubSpot, you can add actions through components, such as a button or image, with the
Using the UI Extensions Playground, you can view the payload of different actions types by using the Action details tab:
- In your HubSpot account, navigate to CRM Development in the main navigation bar.
- In the left sidebar menu, click UI Extensions Playground.
- In the UI Extensions Playground, click the button component to add it to the middle pane.
- In the right pane, set the type of action. For example,
- In the middle pane, click the button to trigger the event.
- In the right pane, click the Action details tab to view the action output.
Below, learning more about the available types of actions.
Call a serverless function included in the project. You'll reference the name of the function within the
targetFunction field of the extension's JSON config file. The name of the function should match the function's name within the
To see an example of a serverless action hook, use the quickstart guide to download and view the Getting Started project template files.
The type of action. For serverless action hooks, use
The name of the serverless function as declared in the project's
A list of properties on the displayed CRM record. These property values will be included in the serverless function's
Open a modal dialog within an iframe to display content.
To see an example of using an iframe, check out HubSpot's extension example library on GitHub.
The type of action. For iframe hooks, use
The height of the frame.
The width of the frame.
The URI of the content.
A list of properties on the displayed CRM record. Property values will be appended to the iframe
Submits a form to the specified serverless function with a form's current state. This action type should only be used with forms. To see an example of a simple form with a submit action, check out HubSpot's extension example library on GitHub.
payload object, you can retrieve the end user's submitted value. For example, to retrieve the value submitted for an input with a
The type of action. For form submissions, use
The name of the serverless function to invoke, as declared in the project's
Events are added to the serverless context when a user's action triggers a serverless function. Events will be included in the serverless functions
event if the serverless function was triggered by a specific user event, similar to web events.
To see an example of a project that uses a form and event, check out HubSpot's extension example library on GitHub.
To use events, you'll first set up a for submit type action within a button component that triggers a serverless function:
Then, in the serverless function you can reference the event within the
context argument. The example below checks for a
SUBMIT event, then creates a task in Asana using the values in the submitted form:
If your extension includes an action that's triggered by user input, such as a button, you can display a notification to indicate whether the action succeeded or failed. After the action completes, you can trigger the notification by providing a
message in a
To see examples of success and error banners, check out HubSpot's extension example library on GitHub.
The type of notification banner. Use
The message displayed within the notification banner.
For example, if your extension has a button that triggers an API call, you could specify the success and error handling within a separate serverless function (e.g.,
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