How to Embed Custom Objects Into Your Dashboard

Before diving into the step-by-step process, let's explore the primary benefits of utilizing this new feature:

Dynamic Dashboards: By embedding live integrations, your dashboard becomes a real-time business hub, offering immediate access to essential data and content.
Effortless Integration: Embed a wide range of objects, including social media posts and presentations, directly into your dashboard. This eliminates the need for toggling between multiple platforms, thereby enhancing productivity.
Customizable Widgets: Tailor your dashboard by adding diverse content, from Instagram posts to Google Docs. This customization ensures a versatile and enriched user experience that aligns with your business needs.

Follow these simple steps to start embedding custom objects into your CRM dashboard:

Access the Dashboard: Navigate to the Dashboard Tab from the left-hand menu and click on the edit button to enter the customization mode.

Add a Widget: Click on the "Add widget" button to initiate the embedding process.

Select Object Type: Navigate to the Objects tab and select “Embed” to proceed with embedding an online object.

Title Your Widget: Input a title for your widget (e.g., "Awesome Title") to easily identify it on your dashboard.

Choose Embed Type:

For embedding a specific URL, select “URL” in the “Type” section and ensure the URL is fully qualified.
If embedding content that provides iframe code, choose “IFRAME” as the type and paste the code in the provided text box.

Optional Settings: You may choose to hide the widget title for a cleaner look by selecting “Hide Title” in the advanced settings.

Save Your Widget: Click “Save” to apply the changes and add your new widget to the dashboard.

View Your Dashboard: The newly added widget will now be visible on your dashboard, integrating the selected online content seamlessly.

Q: What if my embedded content doesn't display correctly?

A: Ensure the URL is fully qualified and correct. If using iframe, verify the code is accurate and complete.

Q: Can I embed content from any website?

A: While many websites support embedding through IFrames, some might restrict it due to security policies. Always check the source website's embedding policies.

Q: How many widgets can I add to my dashboard?

A: The number of widgets you can add may vary depending on your CRM plan. Refer to your plan details or contact support for more information.