Supercharge your HubSpot records with Data Bridge! Bring in external content - websites, images, videos, Google Sheets, Docs, and more - all displayed right where your team works. Create customizable grids, embed/show data you need, and turn your HubSpot records into a true command center. Data Bridge App - helps you add relevant content where it matters most, making your CRM easier to use and more informative.

Get Free Live Onboarding - Contact Us to Schedule

Every Data Bridge user gets a free live onboarding session with our product/support team. You’ll be fully equipped from day one — confident to build exactly what your business needs.!

Key Features of Data Bridge

Embed Images with Links directly into HubSpot records

• Add product photos, marketing materials, or any visual assets directly into Contacts, Companies, Deals, Tickets, or Custom Objects. Keep your team aligned with visuals right where they work.

Live Google Sheets, Docs Integration

• Embed and iframe Google Sheets inside HubSpot records to display real-time reports, trackers, or dashboards. Perfect for progress tracking, KPIs, or shared client data.

YouTube Video Embeds

• Bring tutorials, product demos, or client updates directly into HubSpot records. Teams get instant access to the right video content without leaving the CRM

Custom Grid Builder

• Design fully customizable grids inside HubSpot records. Add tags, text, status indicators, links, images, icons, emails, or alerts. Use color-coded variants (Success, Warning, Error, Info) and extra notes to make complex data easy to interpret and act on.

Conditional Display Rules

• Show or hide modules based on deal stage, property values, or custom conditions — so each team member sees only what’s relevant at the right time.

Seamless HubSpot Integration

• Works natively with all HubSpot standard objects (Contacts, Companies, Deals, Tickets) and Custom Objects — no coding or extra logins required.

File & Media Support

• Upload and display images, PDFs, or media files inside records for faster collaboration and centralized context.

Where You Can Place Content

• All records – show content across your CRM.

• Specific record – add content to a single record you are viewing.

• Filtered records – target records that match your chosen criteria.

Filters work for any content type, so the right info appears in the right place.

Why It’s Useful — The Right Content, in the Right Place.

• Keep external content accessible without leaving HubSpot.

• Reduce tab-switching and scattered data.

• Could you give your team up-to-date visuals and information in context?

• Enhance records with actionable content your team can reference instantly.

Top 5 practical business use cases where it shines:

1. Customer Onboarding Hub (Saas / Tech)

• Embed onboarding checklists, playbooks, and kickoff call recordings directly in the deal or company record.

• Show different instructions depending on the onboarding stage (e.g., “Setup Pending” vs. “Live”).

• CSMs update progress directly inside HubSpot without switching tools.

2. Account Health & Success Tracking (Customer Success)

• Add a live Google Sheet or dashboard with KPIs, renewal dates, and NPS results.

• Display warnings when usage drops, contract renewal is near, or certain properties flag risks.

• Keep CSMs aligned with quick links (mailto account owner, renewal offer templates).

3. Sales Playbooks & Guidance (Sales Teams)

• Show dynamic instructions based on deal stage (“Discovery” = show qualifying questions, “Proposal Sent” = show contract checklist).

• Add shortcuts like mailto links for legal or finance approval.

• Reduce rep ramp-up time by making the right info appear only when needed.

4. Field Service & Installations (Manufacturing / Services)

• Embed an installation checklist inside a ticket.

• Techs upload before/after photos, videos, or signed documents.

• Show safety instructions or compliance notes only if a certain product type is selected.

5. Creative / Marketing Asset Reviews (Agencies or In-House Teams)

• Store creative briefs, upload design drafts, and preview videos all in one record.

• Show a “Review Pending” notice until the client marks approval.

• Account managers can upload files, while directors control the structure and templates.

In short: Data Bridge reduces tool-switching and brings the right content, at the right time, directly into HubSpot records.