How to Embed External Content on a Hubspot Dashboard

Using Hubspot dashboards, you can embed external content alongside your native reports so your team can see key data and tools in one place. This guide walks you step by step through adding web bookmarks, iFrame embeds, and custom embed modules to any dashboard.

The process uses the dashboard editor and supports many common web apps that offer share or embed options. You can then resize, move, and organize these assets just like other dashboard reports.

Understanding Hubspot Dashboard Embeds

Before you add any external content, it helps to understand how embeds work inside a Hubspot dashboard. Instead of uploading files, you place an embedded view of another web page or widget inside a report tile.

The main options for external content embeds are:

• Web bookmarks for simple quick links
• iFrame embeds for websites or web apps that allow framing
• Custom embed modules for complex or reusable content

Each option lives in its own report card on the dashboard, letting you mix Hubspot reports with third‑party tools for a unified view.

Prerequisites for Using Hubspot Dashboard Embeds

To add external content to a dashboard, make sure you meet these basic requirements:

• Access to the target Hubspot account and permission to edit dashboards
• A dashboard created or an existing one you can modify
• Embed or share URLs from the tools you want to display
• Confirmation that the third‑party site supports embedding via iFrame, bookmark, or other methods

Some sites block iFrames or limit how their content is embedded. If an embed does not load, you may need to adjust settings in that tool or use a different method such as a simple bookmark.

Step‑by‑Step: Add a Web Bookmark to a Hubspot Dashboard

A web bookmark is the quickest way to reference external tools, documentation, or analytics from within a Hubspot dashboard. Instead of showing full interactive content, it displays a clickable card that opens a URL in a new tab.

1. Open Your Hubspot Dashboard

1. Log in to your Hubspot account.
2. Navigate to Reports > Dashboards.
3. Select the dashboard where you want to add the bookmark.

2. Add a New Web Bookmark Card

1. In the upper right of the dashboard, click Actions if needed, then choose Edit to enter edit mode.
2. Click Add report or Add card depending on the interface version.
3. Look for the option to add Web bookmark or External content.

3. Configure the Bookmark

1. Enter the URL you want the bookmark to open.
2. Add a Title that clearly describes the link, such as “Analytics Overview” or “Support Knowledge Base”.
3. Optionally include a brief Description for more context.
4. Click Save or Add to place the bookmark on the dashboard.

Once saved, you can drag the bookmark tile to reposition it, resize it, or remove it just like any other Hubspot report.

Step‑by‑Step: Embed a Website with an iFrame in Hubspot

If your external tool allows frame embedding, you can display live content directly on your Hubspot dashboard using an iFrame‑based card.

1. Get the Embed or Share URL

• Open the external tool or web page you want to embed.
• Locate its Share or Embed option.
• Copy the URL or full iFrame code provided by the tool.

If you receive full HTML iFrame code, you will usually paste the URL portion into the external content field, or follow the instructions shown in the dashboard editor.

2. Add an iFrame Embed Card in Hubspot

1. Open your target Hubspot dashboard and switch to Edit mode.
2. Click Add report or Add card.
3. Choose the option for Embed external content or similar wording.

3. Configure the iFrame Source

1. Paste the copied URL from your external tool into the embed field.
2. Enter a clear Title describing the content, like “Live Traffic Monitor” or “Sales Leaderboard”.
3. Review any notes about security or restrictions, then click Save.

The dashboard will now attempt to load the content inside an iFrame. If the external site blocks loading, you may see an error message or blank frame. In that case, consult the tool’s documentation or switch to a bookmark instead.

Using Custom Embed Modules in Hubspot Dashboards

Some accounts use custom modules built in the design tools that can also surface on a Hubspot dashboard. These may include advanced visualizations, combined metrics, or specialized third‑party integrations.

When available, you will see these modules in the same area where you add other dashboard cards. You can select the module, configure any required settings, and save it to your dashboard layout.

Best Practices for Hubspot Custom Embeds

• Use concise titles so each embed is easy to identify at a glance.
• Group similar external tools together on the dashboard for faster scanning.
• Limit the number of heavy, script‑intensive embeds to keep load times reasonable.
• Test permissions to ensure all intended viewers can see the embedded content.

Managing and Organizing Embedded Content in Hubspot

After adding several embeds, organize them so your dashboard remains clear and actionable.

Rearrange and Resize Tiles

• Drag and drop tiles to place related content near each other.
• Resize embeds to give more space to critical tools and less to secondary resources.
• Keep important Hubspot native reports visible above the fold, with external content supporting them.

Control Viewer Access

Dashboard sharing controls in Hubspot also apply to embedded content tiles. When you share a dashboard:

• Confirm that viewers have accounts or access in the external tools if required.
• Avoid embedding content that contains sensitive data unless access is tightly managed.

Troubleshooting Hubspot External Content Embeds

Issues can occur for several reasons when embedding external resources on a Hubspot dashboard. Common problems include blocked content, timeout errors, or partial loading.

Common Issues and Fixes

• Blank frame or error message: The external site may block iFrames. Use a web bookmark or check for a special embed option instead.
• Slow loading: Heavy scripts or large dashboards can cause delays. Reduce the number of complex embeds or simplify the external page.
• Permission errors: Make sure each user viewing the Hubspot dashboard also has access rights in the embedded tool.

For specific technical notes on what is supported with dashboard embeds, review the official documentation at this Hubspot external content guide.

When to Use Hubspot Dashboard Embeds

Embedding external content in Hubspot is most effective when it helps your team act faster without leaving the dashboard environment.

Useful examples include:

• Linking analytics tools that complement your Hubspot reporting
• Embedding support or documentation resources for sales teams
• Displaying project management boards next to pipeline metrics
• Surfacing live status pages or uptime dashboards

By combining native reporting with these external views, a Hubspot dashboard becomes a central hub for both monitoring and action.

Next Steps and Additional Hubspot Resources

Once you have mastered basic embeds, consider standardizing one or two dashboard templates across your organization. This keeps the experience consistent and reduces maintenance.

For broader strategy around implementing and optimizing your reporting setup, you can review consulting resources such as Consultevo, which focuses on CRM, reporting, and process optimization.

Continue exploring additional features in your Hubspot dashboards, including filters, scheduling, and permissions, so your embedded content remains aligned with the way your teams work every day.

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