HubSpot

Customize HubSpot

Customize HubSpot to fit how you work. Create add-ons, tools and notification that streamline complex processes and supercharge productivity. No coding required.

HubSpot
HubSpot
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Supported custom features for HubSpot

From simple hacks, to full-blown operating systems

HubSpot Add-Ons

Create your own buttons, custom UI and business logic right inside HubSpot.

Supported contexts:
What's a context?
Contexts define where you can add buttons and what data is returned when they are clicked
ticket
ticket
Add buttons to ticket
HubSpot Tools

Build tools you can access anywhere based on HubSpot data

Supported contexts:
Command bar
Command bar
Anywhere in the browser with a keyboard shortcut
HubSpot Notifications

Create actionable notifications with custom post click functionality

Supported contexts:
Ply
Ply
Anywhere in the browser or in Ply’s home page in user mode
HubSpot Portals

Build a customer portal that works with HubSpot

Supported contexts:
URL
URL
Standalone url

Supported actions

HubSpot
Add contacts to contact list
HubSpot
Associate objects
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Create a note
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Create a company
HubSpot
Create a contact
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Create a contact list
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Create a deal
HubSpot
Create a line item
HubSpot
Create a task
HubSpot
Create a ticket
HubSpot
(Advanced) Custom API Call
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Get a company by ID
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Get a contact by ID
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Get a contact by Email
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Get a deal by ID
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Get a deal's associations
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Get a user
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Get a ticket
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List an object's associations
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List companies
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List contact lists
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List contacts
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List deals
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List line items
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List notes
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List properties by object type
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List users
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List products
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List tasks
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List tickets
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Remove an association between objects
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Remove contacts from a contact list
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Search companies
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Search contacts
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Search deals
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Search line items
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Search products
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Search tickets
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Update a company
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Update a contact
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Update a deal

Live search support

Add a search block in interfaces that lets users search directly for the following items

HubSpot
List contact lists
HubSpot
List users
HubSpot
Search companies
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Search contacts
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Search deals
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Search line items
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Search products
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Search tickets

User matching support

Set sharing on auto-pilot

Instead of sharing every feature with every user, use synced groups to share access based on your HubSpot permissions.

Match users across apps

Ply supported user-matching for HubSpot.
Use your teammates IDs across different apps to create true user-centric cross-app functionality

Better tools, better work.

“The best thing you can do for your company right now is clear out your schedule and spend a few days building with Ply”

Rom Hirsh, Director of Operations, Optimove.
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