Latest Updates To Pinnacle Ai CRM

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Embed Custom Objects Into Dashboards

February 13, 20242 min read

Revolutionize your CRM Dashboard experience with our latest update – now introducing the ability to seamlessly embed online content like Google Data Studio, Docs, YouTube videos, and more directly into your dashboard using IFrames. Elevate your business hub with real-time data and diverse content, creating a dynamic and customized dashboard tailored to your unique needs.

Embed Custom Objects Into Dashboards: Introducing a groundbreaking update to our CRM Dashboard – now, seamlessly embed online content like Google Data Studio, Docs, YouTube videos, and more directly into your dashboard using IFrames for enhanced accessibility.👇🏻

⭐️ Why does it matter to your business?

  1. Dynamic Dashboards: Elevate your dashboard with live integrations, displaying real-time data and content for informed decision-making.

  2. Effortless Integration: Easily embed objects such as social media posts or presentations, creating a comprehensive business hub without the need for external platforms.

  3. Customizable Widgets: Tailor your dashboard to perfection by adding diverse content, from Instagram posts to Google Docs, ensuring a versatile and enriched user experience.

⭐️ How To Embed Custom Objects Into Dashboards:

  1. Access the Dashboard Tab from the left navigation menu and click on the Edit button.

  2. Now click on Add widget button.

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  3. Select the Objects tab and click on “Embed”.

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  4. Add the title (e.g Awesome Title).

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  5. In the “Type” section, choose “URL” to embed a specific URL. Ensure the URL is fully qualified.

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  6. When embedding content, only use a fully qualified URL and refrain from entering any other content.

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  7. If your source provides iframe code, select “IFRAME” in type and input the code in the text box.

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  8. Optionally, hide the title for the embedded widget by selecting “Hide Title” in advanced settings. Click “Save” to apply the changes.

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  9. You can now see the newly added widget on the dashboard.

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Unlock the potential of our CRM Dashboard with the ability to embed content effortlessly, transforming it into a dynamic business command center. Happy integrating!

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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