HubSpot SpreadsheetWeb apps
For using the web application with a user interface on HubSpot
You can use this method if you want to display the user interface of your SpreadsheetWeb application on HubSpot.
Please note that you need to add a Push Data from Frame event into the Action Button for SpreadsheetWeb to save data into HubSpot properties.
1. Install SpreadsheetWeb Apps from HubSpot App Marketplace
Log into your HubSpot account. Search and install “SpreadsheetWeb Apps” from the apps marketplace. Click Authorize when prompted. SpreadsheetWeb Apps will be added to the selected board.
2. Embed your SpreadsheetWeb application into HubSpot
Click the name of a contact and select Applications under SpreadsheetWeb on the right menu. This will load the applications list.
Press Add New Application button to create your first application. Enter the name for your application. Then, copy and paste the Application Link and Application Identifier fields from the SpreadsheetWeb Control Panel. This is how the application will match HubSpot properties to the Excel file running on SpreadsheetWeb.
You can find the Application Link and Application Identifier by pressing the blue Edit Application button on the Control Panel if you have a paid SpreadsheetWeb account.
If you have a trial account, you can find the Application Identifier from the screenshot below. Make sure your application is published and copy its published link as Application Link..
The next step is to add inputs and outputs and map them to the web application. Press Add New Input and enter a name as HubSpot property. This is the name that will appear in your application. Enter the input name from your SpreadsheetWeb application as SpreadsheetWeb Name. If you want to store any input or output data in HubSpot or want to pull any input data directly from the contact details, add a new column into HubSpot properties. The system will automatically load any existing data under matching columns in the application.
Once you are done entering inputs, press Add New Output button. Enter a HubSpot Name. As SpreadsheetWeb name, make sure to enter that formula cell’s name i.e. cost, or its cell reference Input!B7. Finally, press Save to finish the application configuration.
If your HubSpot board and SpreadsheetWeb application have the same field labels, you can use the Auto-Populate button to automatically map all matching inputs and outputs.
Congratulations! You have just created your first application. Now, all you need to do is to select a contact, open the SpreadsheetWeb view, and press the Run button next to the application name. The system will load the application interface with any preset data. You can change the values, trigger the calculations to get results and use any other feature within the application, such as export to PDF or email notifications.