CRM data components - HubSpot docs

CRM data components can pull data directly from the currently displaying CRM record, including information about associated records and single object reports. These components can only be placed in the middle column of CRM records. These components are imported from @hubspot/ui-extensions/crm.

import { CrmAssociationPivot, CrmReport } from "@hubspot/ui-extensions/crm";

Available components

Filtering data

In the CrmAssociationPivot and CrmAssociationTable components, you can filter the data to fetch only what’s most relevant. Review the table below for available filtering options.

import { CrmAssociationPivot, CrmReport } from "@hubspot/ui-extensions/crm";

const Extension = () => {
  return (
    <CrmAssociationPivot
      objectTypeId="0-1"
      associationLabels={["CEO", "Co-founder"]}
      maxAssociations={10}
      preFilters={[
        {
          operator: "NOT_IN",
          property: "dealstage",
          values: ["closedwon"],
        },
      ]}
    />
  );
};

Prop	Type	Description
`highValue`	String \| number	The upper value to filter by when using an operator that requires a range, such as `BETWEEN`.
`operator`	`EQ` \|`NEQ` \| `LT` \| `LTE` \| `GT` \| `GTE` \| `BETWEEN` \| `IN` \| `NOT_IN` \| `HAS_PROPERTY` \| `NOT_HAS_PROPERTY`	The filter’s operator (e.g. `IN`). Can be one of: `EQ`: is equal to `value`. `NEQ`: is not equal to `value`. `LT`: is less than `value`. `LTE`: is less than or equal to `value`. `GT`: is greater than `value`. `GTE`: is greater than or equal to `value`. `BETWEEN`: is within the specified range between `value` and `highValue`. `IN`: is included in the specified `values` array. This operator is case-sensitive, so inputted values must be in lowercase. `NOT_IN`: is not included in the specified `values` array. `HAS_PROPERTY`: has a value for the specified property. `NOT_HAS_PROPERTY`: does not have a value for the specified property. Learn more about filtering CRM searches.
`property`	String	The property to filter by.
`value`	String \| number	The property value to filter by.
`values`	String \| number	The property values to filter by when using an operator that requires an array, such as `IN`.

​Available components

​Filtering data

Available components

Filtering data