How to Add Portant App Cards to HubSpot
How to add a detailed, native-looking table of all your documents—quotes, contracts, proposals, and more—directly within HubSpot.
Last updated
How to add a detailed, native-looking table of all your documents—quotes, contracts, proposals, and more—directly within HubSpot.
Last updated
After you have installed the Portant App in HubSpot you can now customise how the app appears in your HubSpot Portal using App Cards. Portant App Cards put actionable information right where you need it—on your HubSpot records. By embedding Portant deeper into HubSpot, you’ll enjoy a seamless experience that eliminates context-switching and enhances productivity.
Access the Record Customization Options
Navigate to the record you wish to customize (e.g., contact, company, deal, etc.).
Click the Customize Record button, typically found in the top-right corner of the record view.
Select the Appropriate View
Choose the default view or a specific view to which you want to add the app card.
Click on the desired view to enter its customization settings.
Add App Cards
In the customization menu, click on the Add Cards option.
Use the filter option to narrow down the cards by app integrations if necessary.
Locate the "Portant All Documents" App Card in the list.
Select the checkbox next to the app card to add it to the record view.
Position the App Card
Scroll to the bottom of the list to find the newly added app card.
Drag and drop the card to your desired position within the record view.
Customize the Right-Hand Sidebar (if applicable)
You can repeat the process for the right-hand sidebar by selecting the Add Cards option there.
Filter and select the desired app cards, and position them as needed.
Locate the "Portant Latest Documents" App Card in the list and select it
Remove the Old Portant CRM Cards (optional)
You can remove the Old CRM card called "Portant - Document Automation" if you no longer need it.
Save and Exit
After making all changes, click Save and Exit to finalize your updates.
Verify the Changes
Return to the record view to ensure that the new app card(s) are correctly displayed and the old CRM card (if removed) is no longer visible.
Adjust the placement or visibility of the app card if necessary.
For more information on how to customise HubSpot records please visit HubSpot's Customize Records Knowledge article
By following these steps, you will successfully add and customize app cards in your HubSpot record views.
