Embed data into actionable widgets within HubSpot
Easily build widget integrations with live data
Add context-driven actions to streamline workflows
Key Use Cases to Simplify and Automate Your CRM
Show and Manage Invoices from Stripe
Sync invoices from Stripe and take action directly from your CRM. Send invoices via email, generate payment links, and track payment statuses.
Identify and Resolve Duplicate Records
Detect potential duplicate contacts or companies in your CRM. Take immediate action by merging duplicates, associating records, or flagging them for review—ensuring clean and accurate data.
Embed External Support Tickets
Pull support tickets from platforms like Zendesk or Intercom. View ticket details, update statuses, and escalate issues instantly with a "Submit Support Escalation" button.
Streamline Sales Qualification with Embedded Forms
Enable your team to qualify leads faster by embedding a "Open Sales Qualification Form" button within CRM records. Gather key insights and trigger automated workflows seamlessly.
