@Andy Arndt how have you added the iframe to the form Dynamics? Are you using the iframe control or are you using a web resource?
I just tried adding the entire HubSpot Contact page in an iframe, using the control above, and it doesn't load as well (and I am logged in to HubSpot in another tab). It only loads the top blue bar of the page.
I got this answer from Microsoft Support when I reached out to them. I'm just wondering why I can get the iframe to load as expected when I test it on a service like
codepen.io.
Looking at the Fiddler generated by it I can confirm the third party replied with SameOrigin, as we had expected and the Sec-Fetch-Dest has been set to Iframe:
Given the response from the third party endpoint, they return SameOrigin, which behind the scenes means something like this: app.hubspot.com I don't allow my content to be shown outside the domain app.hubspot.com
The RFC explaining this behavior in detail is below:
https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/X-Frame-Options
and also RFC 7034 https://tools.ietf.org/html/rfc7034
SAMEORIGIN
The page can only be displayed in a frame on the same origin as the page itself.
SAMEORIGIN
A browser receiving content with this header field MUST NOT display this content in any frame from a page of different origin than the content itself. If a browser or plugin cannot reliably determine whether or not the origin of the content and the frame are the same, this MUST be treated as "DENY".
Please note that current implementations vary on the interpretation of this criteria. In some, it only allows a page to be framed if the origin of the top-level browsing context is identical to the origin of the content using the X-Frame-Options directive; in others, it may consider the origin of the framing page instead. Also see Section 2.3.2.2 for more details on the nesting of frames and variations in the handling of this header field by different browsers. In addition, refer to Section 4, paragraph 2 for the resulting potential security problems.
At the moment, the only way to fix this is if the third party wants to switch in IIS that option from their platform to Allow, at least Allow and Allow-From and add your endpoints in there, based on the same RFC, here's the documentation:
ALLOW-FROM (followed by a serialized-origin [RFC6454])
A browser receiving content with this header MUST NOT display this
content in a frame from any page with a top-level browsing context
of different origin than the specified origin. While this can
Ross & Gondrom Informational [Page 4]
RFC 7034 X-Frame-Options October 2013
expose the page to risks by the trusted origin, in some cases, it
may be necessary to allow the framing by content from other
domains.
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Niels Lønberg
Digital Sales Specialist
Semco Maritime
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Original Message:
Sent: Dec 02, 2020 03:27 PM
From: Andy Arndt
Subject: Using HubSpot With Dynamics CRM
If I'm understanding this thread correctly, I think this is more of a HubSpot issue/limitation than CRM. I think around Dec 2019, HubSpot changed from having the timeline publicly viewable to having it as a protected resource. You can read more in this post:
https://community.hubspot.com/t5/APIs-Integrations/Timeline-Embed-with-API-Key/td-p/257365
We used to show the timeline on the Contact page in CRM, and now we show the entire HubSpot contact page. If a CRM user is also a HubSpot user and is logged into HubSpot in another browser tab, then the page shows fine inside CRM. If they are not logged into HubSpot, they will get a login prompt in the CRM iframe. If the CRM users are not also HubSpot users, then you may need to look deeper at what's being discussed in that HubSpot community post to see if something might work for your use case.
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Andy Arndt
Minitab, Inc.
State College PA
Original Message:
Sent: Dec 01, 2020 01:50 PM
From: Niels Søgaard Lønberg
Subject: Using HubSpot With Dynamics CRM
We are using KingswaySoft SSIS Integration Toolkit for the integration with our ERP system. There is also a toolkit for HubSpot included in the version we have, so that seems to be the obvious choice in our case.
However, I was actually hoping to use Power Automate to get as much flexibility as possible - but there is no connector for HubSpot. I also had a quick look at Dataflows, which is part of the Power Platform and looks very interesting. But again, I don't think there is an easy fix there.
I have been playing around with HTTP connector in Power Automate (based on this article) and also a custom connectors. I think that could work for a simple integration where it is just about getting the Contact ID to Dynamics 365 (also depending on the sheer number contacts). However, if it gets a bit more complex - e.g. integration of campaigns etc., then I think middleware like MuleSoft or KingswaySoft is the best bet.
Right now I'm just doing some 'pre-testing' ahead time to see what's possible. I need to find out, what data that needs to flow between the two systems. It might be, that the automation could simply be handled in Hubspot, and then simply just show the embedded content in Dynamics 365.
I have opened a support case with Microsoft regarding the Contact Timeline Embed issue. I have a feeling that it is being blocked in Dynamics 365.
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Niels Lønberg
Digital Sales Specialist
Semco Maritime
Original Message:
Sent: Dec 01, 2020 11:43 AM
From: Shawn Hickey
Subject: Using HubSpot With Dynamics CRM
@Niels Søgaard Lønberg - gotcha! How do you plan to integrate the Contact ID from HubSpot to the Contact record in CRM? We plan on leveraging the HubSpot API through our MuleSoft integration platform.
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Shawn Hickey
Burns & McDonnell
Kansas City MO
Original Message:
Sent: Nov 30, 2020 01:25 PM
From: Niels Søgaard Lønberg
Subject: Using HubSpot With Dynamics CRM
@Shawn Hickey yes, you need the ContactID from HubSpot to update it dynamically in the iframe.
However, for testing purposes, I just tried to add an iframe with hardcoded App ID and Contact ID to a form see how it would look.
For testing purposed I added two iframes. One with a link to hubspot.com and one with a link to the contact timeline for a random contact in HubSpot:
The iframe linking to hubspot.com works fine. However, the iframe with the contact timeline doesn't load.
------------------------------
Niels Lønberg
Digital Sales Specialist
Semco Maritime
Original Message:
Sent: Nov 30, 2020 10:44 AM
From: Shawn Hickey
Subject: Using HubSpot With Dynamics CRM
Yes, we plan on doing that exact same thing but haven't started yet. Don't you need to integrate the contact ID from HubSpot to the Contact record? Or does the iFrame do that automatically?
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Shawn Hickey
Burns & McDonnell
Kansas City MO
Original Message:
Sent: Nov 30, 2020 09:27 AM
From: Niels Søgaard Lønberg
Subject: Using HubSpot With Dynamics CRM
Is anyone using the Contact Timeline Embed to show embedded information about contacts/leads from HubSpot in Dynamics 365?
When I add a iFrame on a form it just shows a white screen. However, when I test the iFrame in a simple HTML document, like below, it works fine:
<!DOCTYPE html><html><body><iframe src="https://app.hubspot.com/contact-timeline-embed/<APPID>/embed/contact/<CONTACTID>" width="100%" height="600px"></iframe></body></html>
I am wondering if Dynamics 365 or HubSpot is blocking the content.
------------------------------
Niels Lønberg
Digital Sales Specialist
Semco Maritime
Original Message:
Sent: Oct 14, 2020 10:46 AM
From: Jonathan Hoffman
Subject: Using HubSpot With Dynamics CRM
Shawn,
Our marketing team is using Hubspot to manage cold leads and tradeshows, campaigns, and other marketing activities. Once we get a warm lead, we are pulling in the account, contact, and opportunities to CRM so we have visibility into our pipeline.
Our website is integrated directly with CRM as a Contact Us is considered a warm lead.
Jonathan
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Jonathan Hoffman
D365 CE Consultant
Blue Horseshoe
Carmel IN
Original Message:
Sent: Oct 14, 2020 09:39 AM
From: Shawn Hickey
Subject: Using HubSpot With Dynamics CRM
@Jonathan Hoffman - I'm curious what data you are integrating between HubSpot and Dynamics?
------------------------------
Shawn Hickey
Burns & McDonnell
Kansas City MO
Original Message:
Sent: Oct 02, 2020 12:23 PM
From: Jonathan Hoffman
Subject: Using HubSpot With Dynamics CRM
We are at the tail end of a Scribe integration between the two. With the recent push for PowerPlatform and Automate, I suppose this would have been the perfect opportunity for us to look into those tools, but I didn't find out about the articles Jefferson shared until I saw his post today.
------------------------------
Jonathan Hoffman
D365 CE Consultant
Blue Horseshoe
Carmel IN
Original Message:
Sent: Sep 23, 2020 03:58 AM
From: Jessica Howes
Subject: Using HubSpot With Dynamics CRM
I will be waiting with baited breath to find out how everyone gets on. We have just signed the line with Hubspot and a supporting agency... Keeping it separate from CRM for now whilst we are on premise but when in the cloud this is something I need to integrate...
------------------------------
Jessica Howes
Microsoft Dynamics Specialist
Opus
Reigate
Original Message:
Sent: Sep 23, 2020 02:11 AM
From: Niels Lønberg
Subject: Using HubSpot With Dynamics CRM
@Jefferson Daniel creating a custom connector for Power Automate has also crossed my mind. However, I haven't found the time to go down that route yet, as I need to learn that from scratch (I'm not a developer).
I also found this article by Sam Stephens on how to use the HTTP connector in Power Automate. I did a small 'Hello World' test, and that worked. However, getting it to work on a broader scale might a bit more difficult.
If it is possible to use Dataflows, that would be great. The Power Query editor and mapping of fields is easy to work with, even for non-developers. However, I'm not sure if it is possible to get access to tables in HubSpot the same way as if you connector a SQL database or something similar.
I have created a post on the HubSpot community to see if there is any help to get from there as well.
------------------------------
Niels Lønberg
Semco Maritime
Original Message:
Sent: Sep 23, 2020 01:55 AM
From: Jefferson Daniel
Subject: Using HubSpot With Dynamics CRM
I personally haven't tried this yet, but now that I found them, I might have to play with it. These seem like interesting articles that might be a good start to what your looking for.
https://powerusers.microsoft.com/t5/General-Power-Automate/Creating-a-Hubspot-Connector/td-p/210915
https://docs.microsoft.com/en-gb/connectors/custom-connectors/define-postman-collection
I would imagine building a connector to do basic POST commands might be the most possible with HubSpot. But pulling entire data list might be the hardest part due to HubSpot API requiring page query calls. Atleast that what I remember running into last time i did a deep dive into HubSpot API.
------------------------------
Jefferson Daniel
Sun Valley Solar Solutions
Original Message:
Sent: Sep 22, 2020 08:17 AM
From: Niels Lønberg
Subject: Using HubSpot With Dynamics CRM
I'm just giving this thread a small bump to see if anyone else has progressed with the integration between HubSpot and Dynamics 365/Power Apps.
There are still no triggers or actions in Power Automate at this point. I have started to investigate if it is possible to use Power Platform Dataflows for the integration. Has anyone tried that?
------------------------------
Niels Lønberg
Semco Maritime
Original Message:
Sent: May 20, 2020 02:28 AM
From: Niels Lønberg
Subject: Using HubSpot With Dynamics CRM
I was really hoping that there would be a connector for Power Automate that could be used for a light weight integration with HubSpot.
Has anyone tried building a custom connector for Power Automate or tried the KingswaySoft SSIS Integration Toolkit for HubSpot?
------------------------------
BR,
Niels
Original Message:
Sent: Sep 26, 2018 10:22 AM
From: Dana Service
Subject: Using HubSpot With Dynamics CRM
Hi,
We currently use Hubspot and integrate with CRM using Scribe. We created our entire Sales process for one of our teams using it and have leads generated based on score. They go to one of our Lead Nurturing Teams who either disqualify them after research or assign them to Sales Regions for qualifying.
That being said, we are also using ClickDimensions. We are in the process of replacing ADX portal forms used by one of our Divisions with CD forms to generate leads from our websites.
------------------------------
Dana Service
Senior CRM Business Analyst
Boral Industries
Phoenix AZ
Original Message:
Sent: 06-29-2018 08:14 AM
From: Gary Baron
Subject: Using HubSpot With Dynamics CRM
We are currently using Dynamics 365 CRM for some of our Business Units. We are also in the midst of implementing HubSpot Marketing Software. We are interested in how other users of both systems have integrated the two systems together.
------------------------------
Gary Baron
Director Information Technology
Rochester Midland
Rochester NY
------------------------------