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.
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 custom UI card embedded directly on Deal records that queries Snowflake in real-time, displays availability with visual occupancy indicators, and integrates map visualization โ all without leaving HubSpot.
Capabilities
See It In Action
An interactive mockup of what this looks like inside HubSpot
Impact
Technical Highlights
- • OAuth2 token refresh with automatic retry
- • GraphQL queries to Snowflake API
- • 3,700+ lines of React with complex state management
The Pattern
"When your sales process requires checking external databases, bring the database to the CRM โ not the other way around."
UI extensions are often part of larger transformation journeys.
See Active Transformations