HubSpot Custom UI Development for Lead Records Building

A Didcot-based client wanted sales consultants to see ad images inside HubSpot lead records to make calls more personal and faster. The project created a HubSpot UI enhancement using the API to link each lead with its campaign image, surfaced on the lead record. After piloting, consultants spent less time context-switching, conversations flowed better, and team morale improved. CloudCache Consulting delivered the feature and trained the sales team with success. 

HubSpot Custom UI Development 

About the Company

Our client is a Didcot, United Kingdom based customer relationship management company.  

Customer Challenges 

They were facing many challenges. missing visual link made it harder to start the right conversation at the moment of the call. 

• No visual context at the point of call: Sales consultants opened a lead record and saw names, emails, and timestamps. They did not see the ad creative. Without that visual cue, every call began with uncertainty: which message had grabbed this person’s attention? 
• Time lost to context-switching: To find the ad, consultants had to bounce between HubSpot, the ad platform, and campaign reports. That added friction. Calls started on the wrong foot. Follow-up notes often lacked the campaign detail that matters. 
• Preserve current workflow: Replacing tools or retraining the whole team was not an option. The client wanted a tidy enhancement inside HubSpot — something that fit naturally into the consultant’s usual workflow without introducing new steps. 

Solutions 

The project team focused on one obvious idea: surface the ad image directly on each lead record. The solution had to be fast, reliable, and invisible to the way the sales team already worked. 

• Discovery with real users: Short interviews with consultants revealed the moments that mattered in a call. One senior consultant said, “If I can see the ad before I click dial, I already know how to open the conversation.” That single line shaped the design. 
• Map image data to leads : The team reviewed where ad image links lived — in ad platforms and campaign tracking records. Using the HubSpot API, they created a custom lead property that could store a trusted image URL or a small image token. The mapping logic matched the campaign click data to the correct creative. 
• Build the UI panel: Inside HubSpot, a compact visual panel was added to the lead record. The panel lazy-loads the image, so pages stay snappy. If an image wasn’t available, a small fallback card displayed campaign name and date. The panel sits beside contact details. No extra clicks. No popups. 
• Pilot and refine : A two-week pilot with a small group of consultants produced fast feedback. The image size was tuned. Caption text was added so consultants could see the campaign name at a glance. Small bugs were fixed quickly — for example, when an ad image URL changed, the system re-fetched the latest version. 

Results 

• Immediate context: Consultants could open a lead and know within seconds what message the prospect had seen. Calls began with tailored openings instead of general scripts. 
• Less context-switching: The number of times reps left HubSpot during a call dropped sharply. That kept conversations focused and reduced awkward pauses. 
• More natural conversations: Consultants reported that buyers felt understood sooner. One rep shared that a lead commented, “You actually know what I clicked on — that’s helpful.” 
• Smooth adoption: Because the enhancement lived inside existing lead records, the sales team adopted it without needing heavy training. 

Technology and Tools Used: 

HubSpot 

Final Words 

This case study is a reminder that small, well-placed changes can lift performance and morale. The feature gave sales consultants an immediate bridge between campaign creative and real conversations. The result was not just faster calls but warmer, more relevant exchanges. CloudCache Consulting supported the build, managed the rollout, and helped the client train the team so the change stuck. You can check our clients'' reviews’ in Upwork.