This React Project demonstrates the usage of HubSpot CRM Components through UIE. The project includes 2 extensions:
- Association Table displaying important deals associated with the current user (demonstrates pre-filters, quick filters, and property projections)
- Stage tracker with high level properties, and property list filtered by pipeline
These extensions demonstrate a number of interactions including:
- Using HubSpot's CRM Data Components
- Using new styling/layout components available through UIE
- Making API calls to the HubSpot API using serverless functions
- Fetching properties for the current object
- You must have an active HubSpot account.
- You must have the latest HubSpot CLI installed.
- Run
hs initif you haven't already done so to create a config file for your parent account. - Run
hs authto authenticate your account. Alternatively, select your pre-authenticated account withhs accounts use.
Clone this repository and navigate to the project directory:
git clone https://github.com/HubSpot/ui-extensions-examples.git
cd ui-extensions-examples/crm-data-componentsRun hs project install-deps to install the dependencies for this project.
Run hs project upload. If you’d like to build on this project, run hs project dev to kickoff the dev process and see changes reflected locally as you build.
For CRM data: Stage Tracker example card.
In the main menu select Sales > Deals to view deal records. Click on any of the deal objects and navigate to the custom tab to access the two sample cards. If you don’t have any deals in the account you’re using to view this sample, create a deal by the following steps:
- In the main menu, select
Sales>Deals. - Click
Create dealin the top right hand corner and fill in all required fields. Clickcreateonce you’ve finished filling in your deal details. - Your new deal should appear in the
Deals table. Select it and navigate to thecustom tabin the middle pane to access the sample cards.
For CRM data: Association Table example card.In the main menu select Contacts > Contacts to view contact records. Click on any of the contact objects and navigate to the custom tab to access the sample card. If you don’t have any contacts in the account you’re using to view this sample, create a contact by the following steps:
- In the main menu, select
Contacts>Contacts. - Click
Create contactin the top right hand corner and fill in all required fields. Clickcreateonce you’ve finished filling in your contact details. - Your new contact should appear in the
Contacts table. Select it and navigate to theCustomtab in the middle pane to access the sample card.
If you haven't customized the tabs before follow step #4 from this guide to add the two sample cards.

