belgattitude/hubspot-meeting-case-study.md

## hubspot-meeting-case-study.md

      
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              hubspot-meeting-case-study.md
            
          
    Hubspot Embed Case-Study

Original issue in https://github.com/sortlist/sortlist/issues/18791 and some requirements in https://docs.google.com/spreadsheets/d/1HzL-Swnh0qLOB-vLWDeHQtyJMpkCF7RvFWTaBU0U4Xo/.
Motives


Make advising calls details available on Hubspot.
Integrate Hubspot Schedule Meetings in our advisor (schedule meetings will handle confirmations, reschedule...)

Assumptions


 Advisors have a paid plan. Otherwise most features aren't possible (branding, email, sms...)
 The advisor selection is done by our backend (via project_metadatum)
 Are the question handled by hubspot ? (briefing questions ?). See https://knowledge.hubspot.com/meetings-tool/create-and-edit-scheduling-pages#customize-your-form-questions

Tasks


 Pre-study IFrame embed limitations, ie redirect, prefill (0.5 day)
 Identify hubspot configurations (most of them must be done in the use dashboard, ie meeting link...)
 Prefill the form https://community.hubspot.com/t5/Sales-Hub-Tools/Add-parameters-to-meetings-link/td-p/304947
 API discovery if IFrame embed limitations requires to use it (1 day)

Pre-study of Private Apps Api (beta) vs Api key based Api. Private Apps while in beta would prevent hitting rate-limit.
Pre-study of Engagement API (beta).


 Prepare a POC and extract tasks and required API calls (? days).
 Demo and feedbacks (? hours)
 Implementation and design (? hours)

Notes

Integrations

Simililarly to calendly, Hubspot provides a way to embed a schedule in any application.

✅ Iframe widget, example in https://belgattitude-website-git-poc-hubspot-belgattitude.vercel.app/schedule/sebastien-vanvelthem
✅ Two ways for API calls - see also Engagment API.
❌ No react / web-components widget

Iframe has limitations for the developer, notably:

❌ Redirection: has a query param to allow go back to a back when finished ? -> No
❌ Redirection: expose a javascript callback from the parent ? -> No
? Redirection: In the dashboard it's possible to set a redirect page. But not sure what it would solve

From https://knowledge.hubspot.com/meetings-tool/create-and-edit-scheduling-pages#customize-your-form-questions

Data


Be sure we establish the data we need. Write a contract.

Branding


Branding

✅ Through hubspot dashboard on paid plan.
❌ No programmatic access


How to setup


All useful for sharing how to integrate with hubspot

Engagement api via private App


What we know ?


For grooming.


 Must be done: If Iframe we need to solve the redirect problem. Needs discovery (1-2 days)
 Must be decided: By using hubspot we don't need to develop the reschedule, google calendar, reminders... integrations. But do we need to save the data
 Nice to have: Find a way to configure Content-Security-Policy for iframe in javascript-labs. Otherwise some users (safari...) might have issues. This task should be groomed.