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.
The Old Way
Every step is a chance for errors. Every context switch costs time. Every manual entry is friction your team learns to resent.
The Solution
A search interface embedded in HubSpot that queries the external asset database, displays results with preview images, and creates line items directly on deals with one click.
Capabilities
See It In Action
An interactive mockup of what this looks like inside HubSpot
Impact
Technical Highlights
- • Zustand state management for complex filtering
- • External API integration with rate limiting
- • Batch operations for bulk line item creation
The Pattern
"If your team is copying data between systems, automate the bridge. One-click should do what manual work currently takes minutes."
UI extensions are often part of larger transformation journeys.
See Active Transformations