The Calling Extensions SDK allows apps to provide a custom calling option to HubSpot users directly from a record in the CRM.
A calling extension consists of three main components:
- The Calling Extensions SDK, a JavaScript SDK that enables communication between your app and HubSpot.
- The calling settings endpoints, which are used to set the calling settings for your app. Each HubSpot account that connects to your app will use these settings.
- The calling iframe, which is where your app appears to HubSpot users and is configured using the calling settings endpoints.
- Create an app from your app developer account, and create a developer test account to test your app.
- Install the Calling Extensions SDK on your calling app. Alternatively, you can run the demos if you'd like to see the SDK in action first.
- Understand the typical message flow between the calling app and HubSpot.
- Learn how to use the Calling Extensions SDK.
- Test your app.
- Get your app ready for production.
- Publish your app to the HubSpot marketplace.
- Review the FAQs.