Overview

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.

Getting Started

1. Create an app from your app developer account, and create a developer test account to test your app.
2. 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.
3. Understand the typical message flow between the calling app and HubSpot.
4. Learn how to use the Calling Extensions SDK.
5. Test your app.
6. Get your app ready for production.
7. Publish your app to the HubSpot marketplace.
8. Review the FAQs.