Last updated: September 26, 2024
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Previously, cards added to CRM records by connected apps could only be placed in the right sidebar. But with UI extensions, app developers have more options for card functionality and location, such as the middle column of CRM records. If one of your connected apps has been updated to include new app cards, you'll be able to update the card along with adding any cards that have been added to the integration.
Add a new card
Super Admins and users with Customize record page layout permissions can add app cards by customizing the CRM record layout. Super Admins can also add app cards directly from the app's settings:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Integrations > Connected apps.
- Click Actions on the app that you want to add cards from, then select Go to settings.
- The App cards tab of the settings page will display details for all of the cards included with the app, including the card name, the location it can be added to, and a link to add the card to its corresponding object type.
- Click Add to [object] to navigate to the customization page for that object.
- On the object customization page, click the name of the view you want to edit.
- In the view editor, click Add cards.
- In the right panel, under Card types, click Apps. Then, select the checkbox next to the card you want to add. Each card will display its title, followed by the name of the app it belongs to.
- Close the panel by clicking the X in the top right. Then, save your changes by clicking Save and exit in the top right.
You should now be able to see the card in the location that you added it to.
Please note:
- If a user has customized their view by reordering cards on the CRM record, the newly added card may be in a different position than in the layout editor. Learn how to allow or restrict card reordering in the left and right sidebars.
- Editing a team view (Professional and Enterprise only) will only impact the layout for main members of that team. Extra team members will not see layout updates made to the team view. Edits to the Default view will be visible to all users who are not members of a team. Learn more about customizing views.
Update an existing card
When one of your connected apps has an upgrade available for an existing card, you may be able to update it directly from the CRM record. Depending on the app, the provider may have upgraded to a replacement card for the previous location, or they may have added new card location options that you can configure while updating. Depending on the connected app, cards can be updated either from the CRM record or from the app settings.
Depending on how the app provider has implemented their new cards, you may see something like the following on a CRM record when a card has an update available:
To update an existing card from the CRM record:
- In your HubSpot account, navigate to a CRM record that currently displays a connected app card:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Click the name of a record.
- Locate the card in the right sidebar. If the card has an update available, it may include a link
To update an existing card from the app's settings:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Integrations > Connected apps.
- Hover over the app, then click Actions > Go to settings.
- On the settings page, you can view all cards that are currently available for the app. Each card will list its location (e.g., Record Right Sidebar) along with which CRM object it's for (e.g., Contact).
- To add the card, click Add to [object].
- On the record customization page, click the name of the view you want to customize.
- In the view editor, click Add cards next to the location that you want to add the card. Cards cannot be adde to multiple locations, and can only be added to the location that they're configured for. For example, a card created for the middle column cannot be added to the right sidebar.
- In the right panel, under Card types, click Apps. Then, select the checkbox next to the new card.
- Close the panel by clicking the X in the top right.
- Next, remove the old card by locating it in the view editor and clicking Remove.
- Click Save and exit in the top right.
