Custom Dashboard Items Possible?

Wondering if it is or would ever be possible to add a widget to the LaCRM dashboard to display data via the API from Google Sheets or Looker Studio for example. I have it currently doing a dashboard for me.

I’m afraid we don’t currently have plans to add a widget to display data via the API. We have discussed adding more widget options on the Workspace page eventually; that’s a long ways off so I can’t promise anything specific, but to give you some examples we’d discussed having an option for a ā€œWeatherā€ widget, or more detailed reporting widget options. Sorry I don’t have better news for you here!

Oh, it’s no problem. Just one of the things I thought would be nice. I do have dashboard stats in another platform. But I’m using so it’s working out fine. I’m sure I’ll have other ideas and I’ll bring up some time to time. Thank you.

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I’ve dabbled with LA CRM over the years for short term projects with virtual assistance and work from home. People who wouldn’t be able to grasp more difficult CRM’s. This time I’m using it on a project that I did in the past that I’m currently doing again. And the technology has become so much more advanced that it’s able to turn LACRM into a very robust engine. Especially through API connectivity. For many many years, I had my businesses wrapped around Infusionsoft. Until Covid. And since in his office has been sold to thrive, it’s kind of a ghost of its former self and many respects. They’ve made it more mainstream. But when I used it, I loved Infusionsoft. Although it could be price, so I am in the midst of building the automations that I need for LACRM to function in many ways like Infusionsoft yet. Some things I am connecting through Sapier. But then once I obtain the functionality that I desire and it’s working correctly, I’m also able to build that connectivity outside of zap year and ultimately down the road. That’ll allow us to realize a significant cost savings as well. So I’m excited about the future of the CRM. I really enjoyed Tylerā€˜s presentation about what’s coming up with developments for it. He could do those weekly videos and I would be happy. Weekly would be awesome. As often as possible is welcome. And the user community online will help continue to build a living breathingplatform. Excuse talk to text. We are quickly wrapping LACRM around our current project. Looking forward to what the future holds. I’ll be in touch. Have a great day.

Thanks, Jamie! I’m glad to hear LACRM is getting more powerful for you with the help of the API. It’s always a challenge for us to balance power vs. simplicity, so it’s great that you can make it as powerful as you want with Zapier.

And I appreciate the feedback about the product roadmap videos. I’m torn because I enjoy making them, and it seems like people enjoyed watching it, but the reality is that it takes months to finish most projects, so I won’t really have many updates to give if I make those videos too frequently.

Having said that, we’ve also discussed making other types of videos such as deep dives into specific features we’re working on, more info on recently released features, etc. So maybe the product roadmap can just be one of several video types and that would let us post videos more frequently.

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hi @tyler ! it would be amazing if there was a way to embed an external page to dashboards

the reason is: it will allow integrations, in our case GeoMaps, to be accesses directly inside LACRM interface without having to go to another tab. Imagine if the users could see a map of their LACRM contacts and companies directly inside LACRM :slight_smile:

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Huh, that’s an interesting idea. I mean, I realize it’s the same basic thing we were talking about earlier in this thread, but I hadn’t thought of it as a tool for integration partners.

Have you done something similar with any other partners of yours? I’m wondering if there’s an established model for things like:

  • How does this get exposed to the customer (like, how do they set up this custom widget)?
  • Does it need any deeper integration than just ā€œload this URL as an iframeā€ to be as useful as possible?

I don’t want to make any promises, but we have been discussing making some workspace improvements recently. It’s one of many things we’re bouncing around, but I generally think that making the workspace/dashboard more useful is a pretty big opportunity.

other CRMs, such as ā€œCopperā€ have this feature (they call it ā€œLinked pagesā€), it is literally just load a specified URL

it just makes things more convenient because you load an external page directly inside your CRM. This helps integrations to function to feel like an ā€œextensionā€ rather than just a tool that integrates with your CRM

the reason why we are asking is because we had a customer from LACRM asking ā€œhow do we access this from LACRMā€ and we have no answer for this :laughing:

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Gotcha, thanks, that’s helpful. I updated our roadmap card with this additional info.

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