Managing multiple tools and platforms is a challenge for any agency. Imagine having all your core functionalities in one tidy view—tasks from ClickUp, Smartlead, and HubSpot, along with streamlined forms, automations, and even email validation—all integrated into a single extension. This idea, brought to life with the help of ChatGPT and a design tool like Bfree.io, can transform how agencies operate. Get ready to simplify your workflows, track tasks across platforms, and supercharge your efficiency!
Below, you’ll learn step-by-step how to recreate this powerhouse extension, key strategies for leveraging ChatGPT, and essential components to add.
💡 Why Every Agency Needs a Custom Chrome Extension
Working across multiple tools can slow productivity and overwhelm your team. Chrome extensions allow you to create a unified dashboard that bridges the gaps between platforms like HubSpot, ClickUp, and Smartlead. With its infinite customization potential, an agency-specific extension can:
- Centralize tasks from different services into one view.
- Simplify lead management with automated forms and email validation.
- Streamline onboarding by preloading forms for new clients.
- Speed up navigation with efficiency-boosting bookmarks.
✨ Actual Use Case: “Why do I need to log into five systems when one extension can show everything in one place?” This logic powers the Chrome extension described in the video.
💡 Surprising Fact: A centralized dashboard not only saves time but can scale your agency’s impact, enabling small teams to serve more clients with enhanced visibility.
🛠️ Building the Foundation: Wireframes and Design
Step 1: Start With Your Vision
Design the blueprint of your extension using tools like Bfree.io, where you’ll draft wireframes to visualize your layout. Include dropdown menus, buttons, tabs, and interactive components to match specific workflows.
Example wireframe inclusions:
- Dropdowns to toggle between ClickUp and HubSpot tasks.
- “See More” buttons for expanding task details or forms.
- Sections for email validation, bookmarks, and custom logs.
🖍️ Tip for Beginners: Add interactivity like color changes or status updates for button actions (e.g., “refreshing data” or “completed”).
Step 2: Refine With ChatGPT
Once your wireframe is ready, let ChatGPT take your design to the next level. It can craft the backend HTML and JavaScript components.
- Ask ChatGPT: “Create an HTML with buttons for email validation and dropdown menus.”
- ChatGPT will generate essential code like:
- Manifest.json: Specifies permissions and key configurations for running the extension.
- Popup.html: Code for the front-end interface.
- Popup.js: JavaScript logic for interactivity.
💡 Practical Tip: Use an HTML converter like OnlineConvert to simplify wireframe exports.
🧠 Automate Your Workflows With ChatGPT
Step 3: Integrating Automation Components
Automation is at the heart of this extension, enabling actions like email validation and task tracking. ChatGPT helps simplify the coding process for these workflows.
Example Automation: Email Validation
Scenario: Imagine you’re validating emails for lead lists from Apollo.io, Hunter.io, or Smartlead.
- Command ChatGPT: “When clicking ‘validate email,’ call a webhook and show ‘Hello World’ in a popup.”
- Code snippet:
js
chrome.browserAction.onClicked.addListener(function (tab) {
chrome.runtime.sendMessage({message: "validate_email", value: "Hello World"});
});
- Result: The extension fetches validated email data in seconds without toggling between tools!
📌 Pro Tip: Use services like Make.com (formerly Integromat) for webhook management.
🔄 Expand Functionality With Forms and Multi-System Management
Beyond task tracking, this extension can integrate forms for onboarding, creating lead magnets, or team-specific login functionalities.
Key Features to Incorporate
-
Forms for Lead Magnet Creation:
Store all forms under one tab instead of spreading them across 10 tools. Example: Create forms for collecting client data (e.g., name, email, company info). -
Customized Bookmarks:
Add bookmarks for frequently accessed links like client portfolios or sales funnels.
💡 Practical Example: On a sales call? Use your bookmarks tab to present case studies instantly.
- Custom Login for Teammates:
Command ChatGPT: “Add Google Workspace login functionality for teammate accounts.”
ChatGPT will suggest plugins or write code for user authentication.
🛠️ Deploying Your Chrome Extension
With the frontend and backend code ready, here’s how you bring your creation to life!
Step 4: Upload Files to Chrome
After generating code files (manifest.json, popup.html, and popup.js), follow these steps:
- Open Chrome and go to
chrome://extensions
. - Enable “Developer Mode.”
- Click “Load Unpacked.”
- Select the folder containing all your files.
🎉 Done! Your extension is now accessible for testing and refinement.
💪 Enhancing Efficiency With Advanced Features
Step 5: Iterating for Perfection
Once your extension is uploaded, refine and enhance it further. For example:
- Dropdown Optimization: Keep only one dropdown active at a time to maintain focus.
- Task Prioritization: Add color coding for tasks based on urgency.
- Storage Functionality: Enable saving settings within the extension for teammate logins or bookmarks.
💡 Quick Hack: Prompt ChatGPT to fix issues or suggest additions. Example: If a dropdown overlaps others, ask it to limit interaction by default.
📚 Resource Toolbox
Tools and Platforms Mentioned
- ChatGPT: Automates functionality via code generation and quick fixes. Learn more here.
- Bfree.io: Create wireframes and designs for extension layouts.
- Make.com: Manage webhooks for automation workflows.
- Hunter.io: Email validation tool. Explore Hunter.io.
- Apollo.io: Another platform for validating prospective lead emails. Visit Apollo.io.
- ZeroBounce: Email verification software to ensure quality leads. Check out ZeroBounce.
- OnlineConvert: Convert wireframe designs into HTML. Access OnlineConvert.
- Smartlead: Helps automate lead management across teams. Check Smartlead.
- HubSpot CRM: Integrate tasks directly into the extension. Learn about HubSpot here.
- ClickUp: Streamline agency project tracking. Visit ClickUp here.
🚀 Final Thoughts
Your agency’s productivity can transform dramatically by building the right Chrome extension. Imagine automating lead validation, centralizing tasks, and speeding up client onboarding—all at your fingertips. Small agencies especially benefit from compact tools like this to handle larger workflows without hiring extra personnel.
By leveraging ChatGPT’s coding capabilities alongside powerful design tools, you’re not just creating an extension—you’re building a solution to revolutionize how your agency operates. Consider testing this today for your team, and witness the productivity boost!
Let your creativity lead the way. Ready to streamline your agency tasks? 🚀