UI Extension Capabilities

A technical overview of what UI extensions can do, where they live, and what they can connect to. For evaluators and technical decision-makers.

Where UI Extensions Live

Record Pages

Cards that appear in the middle column of Contact, Company, Deal, Ticket, or Custom Object records.

Location: crm.record.tab

Preview Panels

Quick-view cards accessible when hovering or clicking record previews throughout the CRM.

Location: crm.preview

Help Desk Sidebar

Contextual tools that appear in the sidebar when working with support tickets.

Location: helpdesk.sidebar

What They Can Do

Read Operations

  • ✓ Query external databases and APIs
  • ✓ Fetch real-time inventory and availability
  • ✓ Pull data from ERPs and legacy systems
  • ✓ Display associated HubSpot records
  • ✓ Search and filter large datasets

Write Operations

  • ✓ Create HubSpot records (line items, tickets, etc.)
  • ✓ Update properties on current record
  • ✓ Push data to external systems
  • ✓ Trigger HubSpot workflows
  • ✓ Create associations between records

User Interface

  • ✓ Tables with sorting and filtering
  • ✓ Forms and input fields
  • ✓ Modals and side panels
  • ✓ Progress bars and visualizations
  • ✓ Multi-tab interfaces

Business Logic

  • ✓ Complex calculations and pricing
  • ✓ Validation rules and guardrails
  • ✓ Conditional logic based on record data
  • ✓ Permission-based visibility
  • ✓ State management across user sessions

Integration Patterns

Data Warehouses

Query Snowflake, BigQuery, Redshift, or other data warehouses directly from HubSpot records.

Example use cases:
  • • Real-time inventory availability
  • • Historical analytics on record pages
  • • Cross-system reporting

ERP Systems

Connect to NetSuite, SAGE, SAP, or other ERPs without leaving HubSpot.

Example use cases:
  • • Customer financial history
  • • Order and invoice lookup
  • • Parts and inventory catalog

External APIs

Any REST or GraphQL endpoint can be integrated via serverless functions or middleware.

Example use cases:
  • • Credit check services
  • • Shipping rate calculators
  • • Asset management systems

Custom Middleware

For complex business logic or when HubSpot's 15-second timeout isn't enough.

When to use:
  • • Multi-step orchestration
  • • Complex data transformations
  • • Long-running operations

Technical Requirements

HubSpot Subscription

  • ✓ Sales Hub or Service Hub Enterprise
  • ✓ CMS Hub (any tier)
  • ✓ Developer sandbox recommended

Technology Stack

  • • React 18 (required)
  • • @hubspot/ui-extensions library
  • • Node.js for serverless functions

Limitations

  • ⚠ 15-second serverless timeout
  • ⚠ No direct DOM access
  • ⚠ HubSpot component library only

Ready to See What's Possible?

Browse real implementation examples or take our assessment to identify opportunities.

View Use Cases Take Assessment