The Advertising Company Media Sales

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

1 Open external asset management system
2 Search and filter available inventory
3 Note down asset IDs and details
4 Switch back to HubSpot
5 Manually create line items
6 Re-enter all asset details
7 Hope nothing was mistyped

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

Full-text asset search with filters
Static and digital billboard filtering
Asset preview with thumbnail images
Batch line item creation
Market and region filtering
Price and availability display

See It In Action

An interactive mockup of what this looks like inside HubSpot

app.hubspot.com/contacts/12345678/record/...
R
Q
Deal

Q1 Brand Campaign - TechCorp Inc

Q1 Brand Campaign

TechCorp Inc โ€ข Feb 1 - Mar 15, 2024
Active
โœ“
Proposal
โœ“
Contract
โœ“
Creative
โœ“
Production
Live
Reporting
Total Units
3
Live Now
2
Impressions (MTD)
1.2M
Campaign Value
$28.5K
โš 
Action Required
Creative file missing for Metro Center Station unit. Upload deadline: Feb 12, 2024.
Flight Schedule
UnitLocationStartEndCreativeStatus
BLB-2847I-95 North, Exit 42Feb 1Feb 28UploadedLive
BLB-0892Airport Connector RoadFeb 1Feb 28UploadedLive
BLB-4521Metro Center StationFeb 15Mar 15PendingScheduled
Performance Summary (MTD)
Total Impressions1,247,832+12% vs. target
Avg. Daily Reach89,131
Cost per 1K Impressions$7.42
Days Remaining38
Custom UI Extension built by Value-First Team

Impact

5 min โ†’ 10 sec per item
Line item creation time
Eliminated
Data entry errors
3x increase
Deals processed per day

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