Add and manage app cards (BETA)

Last updated: November 20, 2024

Available with any of the following subscriptions, except where noted:

App cards cards are a way to customize your HubSpot experience and bring actionable data for integrations or other custom functionality. App cards can be built for private apps that are entirely internal to your organization, as well as public apps which you can install from the App Marketplace. App cards can be configured to appear in various locations across HubSpot, including CRM record pages, record preview sidebars, and the help desk ticket sidebar.

This guide walks through how to manage cards installed by connected apps, including how to migrate an updated classic CRM card. For more information about customizing the CRM, check out the following guides:

Manage cards installed by connected apps

Super Admins can add app cards directly from the app's settings if the app is installed from the App Marketplace:

In your HubSpot account, click the settings 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.

Migrate a classic CRM card to a new app card

When one of your connected apps has an upgrade available for an existing card, Super Admins and users with Customize record page layout permissions can update it from the connected app's settings page, and may be able to update it directly from the CRM record. Depending on the app, the provider may have upgraded to a new app card for the previous location, or added new card location options that you can configure while updating.

For example, Super Admins and users with Customize record page layout permissions may see something like the following on a CRM record when a card has an update available:

For non-Super admin users, they'll see a similar message but without the hyperlink. Instead, they'll be prompted to contact an account administrator to update the card:

Update a card from a CRM record

If you're a Super admin, you can 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 is displaying an upgrade alert, click the Set up now link to navigate to the app's settings.

Proceed to the next section to continue the card update process.

Update a card from the app's settings

To update an existing card from the app's settings:

In your HubSpot account, click the settings 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 added 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.