UI Extension Use Cases
Real implementations from production HubSpot portals. Each example shows the problem, the old workflow, and what the solution delivers.
Real-Time Inventory Search
Sales reps needed to check real-time billboard availability from a data warehouse without leaving HubSpot. Every proposal required switching between four systems.
- • Open Snowflake dashboard in another tab
- • Copy date range and market parameters
- • Run query and wait for results
- + 3 more steps...
Asset Search & Deal Builder
Sales reps searched an external asset database for available advertising inventory, then manually added items to HubSpot deals. The copy-paste workflow was slow and error-prone.
- • Open external asset management system
- • Search and filter available inventory
- • Note down asset IDs and details
- + 4 more steps...
Interactive Contract Builder
After proposals were approved, converting them to contracts required exporting to spreadsheets, making edits, and re-entering data. Contract refinement happened outside the CRM.
- • Export line items to spreadsheet
- • Adjust billing terms and dates
- • Calculate totals manually
- + 3 more steps...
Multi-Stage Job Lifecycle Tracker
A 14-stage job lifecycle was tracked across three disconnected systems. Project managers had no single view of job status, and gate requirements were checked manually.
- • Check scheduling system for field status
- • Check CRM for client approval status
- • Check project system for permit status
- + 3 more steps...
Staff Allocation & Survey Management
Allocating field operatives to jobs required checking a separate scheduling system for availability, certifications, and location. Coordinators context-switched constantly.
- • Open scheduling system
- • Filter by availability
- • Check certifications match job requirements
- + 4 more steps...
Credit Check Results Display
Credit bureau data lived in a separate portal. Sales and finance teams had to log into another system to assess customer creditworthiness before approving orders.
- • Request credit check through separate portal
- • Wait for results
- • Log into credit bureau portal
- + 3 more steps...
Barcode-Scanner Parts & Labor Entry
Technicians processed 6,000+ repairs annually using paper forms. Parts and labor were recorded manually, then entered into the system later — creating delays and errors.
- • Write parts used on paper form
- • Note labor time manually
- • Stack forms for data entry later
- + 3 more steps...
Freight & Installation Quote Calculator
Freight and installation quotes required four systems and 48-hour turnaround. Sales couldn't give customers instant pricing, and operations was buried in quote requests.
- • Sales submits quote request form
- • Request goes to Monday.com board
- • Ops looks up shipping rates
- + 4 more steps...
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