What are plugins
Plugins extend Livespace with external web applications that display directly within profiles — Deals, Companies, People or Spaces. This way, users see external tools and data right next to the deal, company or person they're working on — without switching between systems.
The possibilities are practically unlimited: from a simple calculator, through integration with an accounting system, to a dedicated panel built specifically around your processes.
More technically: a plugin embeds an external web application as an <iframe> widget inside a Livespace profile: a Deal, Company, Person or Space. The widget receives the data of the current record and, when needed, temporary credentials for the Livespace API, passed via the browser's postMessage API.
This guide walks you through the full plugin lifecycle: creating, adding, activating, editing and deleting.
Table of contents:
Creating plugins
Each plugin is an external web application embedded in a profile as an <iframe>. When a user opens a profile where the plugin is configured, Livespace passes it the data of the current record — the specific deal, company, person or space — and, when required, temporary access credentials for the Livespace API. This lets the application recognize the context in which it was opened and display information tailored to that record.
Data is exchanged through the browser's postMessage mechanism, which provides secure communication between Livespace and the embedded application without reloading the page. In practice this means a division of responsibility: configuring the plugin — name, URL, placement and display scope — is handled by the account administrator, while how the passed context is used depends on the application's developer.
You'll find the full specification of the messages and data passed to a plugin in the technical documentation for developers.
Managing plugins (adding, editing, deleting)
IMPORTANT — URL requirements: The URL must use HTTPS, and the domain must be verified and added to the Livespace allowlist.
Contact Livespace support to submit your domain for verification.
Adding a plugin
1. Go to Account Settings → Plugins in the left-hand menu. You'll see a screen for adding your first plugin, or a list of all plugins on your account if some already exist.
If this is your first plugin, click Add first plugin:
2. Fill in the form:
Plugin name — the label visible to administrators (e.g. "Quote calculator").
App URL — the full HTTPS address of the application you want to embed.
Choose where the plugin will be displayed — choose one profile type: Deals, Companies, People or Spaces.
IMPORTANT: If you choose Deals, a field for selecting Sales processes appears below, determining which deals the plugin is shown on. The widget will appear only on deals whose active sales process matches your selection. This is useful when different teams or workflows use different tools.
Plugin placement — for each selected profile type, click + next to the section where the widget should appear. The widget is inserted between those sections. Plugins can also be placed in the slide-out side panel.
Box height — choose Small (240px), Medium (380px) or Large (520px).
IMPORTANT: If you don't select any placement, the widget won't be visible on any profile, and the plugin list will show the status Unassigned:
Who can see this plugin — choose "Everyone with access to the deal" or "Only selected roles". When restricting by role, the Administrator is always included; optionally add Manager and/or User.
IMPORTANT: If your account uses custom roles, each such role is treated as User in the plugin settings.
3. Click Add plugin.
Editing a plugin
1. Open the plugin menu and select Edit.
2. Update the fields you need — name, URL, placement, window height, object types, visibility by role, or narrowing to specific sales processes.
3. Click Save.
Changes take effect immediately.
Deleting a plugin
1. Open the plugin's context menu and select Delete.
2. Confirm the deletion.
Deleted plugins are permanently removed and cannot be restored.
How the plugin widget looks in Livespace
While the widget loads, a loading indicator is shown in its place:
When the plugin is active, it appears as an embedded widget in the location configured by the administrator. The widget is displayed on all profile types selected during configuration: Deal, Company, Person and Space:
Plugin availability (plugins limits per plan)
Plugins are available on the Automation, Growth and Professional plans.
The following limits on added plugins apply:
Automation — 1 plugin
Growth — 3 plugins
Professional — 5 plugins
To purchase a higher plugin limit for your account, contact our technical support via chat or by email at [email protected].