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  • Configuration
  • Use Custom Profiles

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  1. General
  2. Settings
  3. Sub-Company

Custom Profiles

Embed a third-party CRM dashboard into Yola.

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Last updated 2 months ago

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Custom Profiles is available with the Total and Enterprise plans.

Requires the Manage Custom Profiles user permissions to edit.

Custom Profiles provides an iFrame for embedding a third-party webpage with external audience management tools. This appears visually adjacent to a person's details and conversations in Yola, and is typically used to display a synced CRM dashboard. See for syncing options.

Configuration

In the , select Custom Profiles.

A single iFrame can be configured with these options:

  • Enabled — toggles whether the Profile iFrame tab is available to users.

  • URL — the web address of the webpage being embedded, requiring an http:// or https:// prefix.

Webpages applied to the iFrame are third-party resources, and thus do not fall under Yola's scope of support services. If you're troubleshooting getting a valid URL to display, ensure the website supports being iFramed. If the URL's content is behind a login, you may need to be separately signed-in to that platform for the iFrame to display authorized content.

Press Save to confirm edits, and the embedded page will be shown in the iFrame preview if enabled with a valid URL.

Use Custom Profiles

  1. Go to Inbox and select a conversation.

  2. In the opened panel, select the Custom tab.

  3. The embedded page is displayed. Press the refresh button to reload it.

Developer API
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