Integrate Ideas with specific URLs in Insights in CRM system

Question

Hi, I want to embedd an overview of ideas that contain insights with a specific URL.

Use case is, that our sales team is tracking customer requests. No I want to give them an overview of requests per customer (URL), when looking at the specific customer page in our CRM.

I noticed this functionality is basically existing in the Chrome Addin:

Is this something that can be leveraged in other places?

Humashankar VJ · Answer

Hi @KB

My recommendations and the one-liner on that is all about, you can try other possibilities like

-> External Tools with iFrame Embeds

-> Confluence Macros and Third-Party Integrations

Best Regards

KB_0n54xh · Answer

Thanks Humashankar. I don't quite understand your answer. Are you suggesting not to use Jira Product Discovery?

Humashankar VJ · Answer

Hi @KB

Other possibilities like - external Tools with iFrame Embeds - Google Sheets or Airtable to manage customer request data and embed them via iFrames in Confluence and along with that

consider - Confluence Macros and Third-Party Integrations as well.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards