The document outlines a presentation on CRM UI extensions by Deepak Bisht and Dhiraj Pandey, focusing on their functionality within HubSpot to enhance user experience and productivity. It compares CRM UI extensions to custom CRM cards, detailing their use cases in various industries such as real estate and luxury travel. Best practices for implementation, prerequisites, and available resources are also discussed, with an emphasis on effective integration and technical considerations.

1. FEB 8, 2024
Getting Started with CRM
UI Extensions and How to
Utilize them for your
Business

2. Deepak Bisht
Expertise in solving business challenges with HubSpot.
He has worked with several companies on their
business process challenges by recommending and
implementing HubSpot solutions, automation, and
integrations.
HubSpot Solutions Consultant, Niswey
Meet the Speakers
Dhiraj Pandey
Trainer for HubSpot’s Bootcamp for Developers.
He has led the development of Niswey’s 50+
HubSpot apps. He architects custom integrations of
various platforms with HubSpot and leads a team to
implement them.
CTO, Niswey

3. Agenda
What are CRM UI Extensions
Live Example and Use-cases
Implementation Best Practices
Getting Started: Prerequisites and Resources
Q&A
10 MIN
20 MIN
10 MIN
5 MIN
15 MIN

4. CRM UI Extensions - Intro

5. What are CRM UI Extensions
CRM UI extensions are a key component of HubSpot’s CRM
Development Tools which are aimed at allowing businesses
to transform their CRM UI to improve user adoption,
experience, and productivity.
These extensions are built using react for frontend and
HubSpot’s serverless functions (node.js) for backend
operations.

6. CRM UI Extensions vs Custom CRM Cards
● CRM UI extensions are part of HubSpot private apps.
Custom CRM cards are part of HubSpot public apps.
● CRM UI extensions are built for user interaction.
Custom CRM cards are more read-only with minimal
interactive elements.
● CRM UI extensions work only on Sales or Service Hub
Enterprise accounts. Custom CRM cards work on all
HubSpot products/tiers.
● CRM UI extensions are hosted on HubSpot. Custom
CRM cards are hosted outside of HubSpot.

7. CRM UI Extensions -
Use-cases

8. Use-case 1: Real-estate SaaS
Context: A SaaS company offers multiple products to
its customers. The customers are Property
management groups who manage multiple properties.
The products are sold at the property level.
Challenge: Unable to identify the software product
sold to a particular building/apartment.

9. Context: The Customer Support team is
managing their ticket pipeline in HubSpot. Some
of these tickets are product bugs and the bugs
queue is managed in a separate software.
Use-case 2: Tech-CS Collaboration
Challenge: The Support team doesn’t have access
to the bugs queue so they have to rely on the tech
team communicating bug status and updates.

10. Context: A luxury travel business organizes custom
trips for its customers to various destinations across
the globe. The sales team has to manage the trip price,
costs, and profits in 2-3 currencies for every deal.
Use-Case 3: Luxury Travel business
Challenge: Manual currency conversion eats up a lot of
time and is quite error-prone.

11. Context: A commodity trade business that sells various
commodities from chemicals to nuts etc to its customers uses
an in-house system for inventory and pricing. The prices vary
multiple times within a day. The Sales people use HubSpot to
communicate with customers and book orders.
Use-case 4: Commodity Trade
Challenge: The Sales team has to work in both the
systems whenever there’s a new order inquiry. This
impacts their productivity.

12. CRM UI Extensions - Best
Practices

13. Implementation Best Practices
● Whiteboard-first approach.
● Check the technical limitations of the external system
you want to connect.
● Current technical limitations of CRM UI extensions

14. CRM UI Extensions - Getting
Started

15. Getting Started - The Pre-requisites
● Sales or Service Hub Enterprise
● HubSpot CLI, Private Apps, Node.js, React.js

16. Getting Started - Resources
● CRM UI Extensions Overview
● CRM Customization Bootcamp

17. Questions?
Reach out to deepak@niswey.com or dhiraj@niswey.com

18. Thank you