# How to Add Portant App Cards to HubSpot

{% embed url="<https://youtu.be/rnGaLFm7s8k>" %}

After you have [installed the Portant App in HubSpot](/portant-docs/sources/hubspot/how-to-install-the-portant-app-in-hubspot.md) 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.<br>

### How to add App Cards to HubSpot

**Access the Record Customization Options**

* Navigate to the record you wish to customize (e.g., contact, company, deal, etc.).
* Click the **Customize** button, typically found in the top-right corner of the record\
  view.<br>

  <figure><img src="/files/QtfuacKFegicxkeX0L08" alt=""><figcaption></figcaption></figure>

**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.<br>

  <figure><img src="/files/wgdUiQGFPSac7GXsrHYC" alt=""><figcaption></figcaption></figure>

**Add App Cards**

* In the customization menu in the middle section, hover your mouse over the first item in the list until a green **plus** icon labeled **"Add Cards"** appears and click it.<br>

  <figure><img src="/files/uoi2qPTftazPae3Ynw3n" alt=""><figcaption></figcaption></figure>
* Go to the **Card library** tab
* Look for "Portant" in the Search bar
* Click **+** **Add card** to add it to the record view.

  <figure><img src="/files/3VhozFEtBKVXvQiwQqQG" alt=""><figcaption></figcaption></figure>

**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.<br>

  <figure><img src="/files/AjdmnSl4SaBSNPvyjZx8" alt=""><figcaption></figcaption></figure>

**Customize the Right-Hand Sidebar (if applicable)**

* You can repeat the process for the right-hand sidebar by selecting the **Add Card** option there.

<figure><img src="/files/j7QUw9OWIEHXsG4sfbvg" alt=""><figcaption></figcaption></figure>

* Locate the "Portant Latest Documents" App Card in the **Card library tab** and click **+ Add Card**.<br>

  <figure><img src="/files/Bw71VljAlEahFbi6yN2Q" alt=""><figcaption></figcaption></figure>

**Remove the Old Portant CRM Cards (optional)**

* You can remove the Old CRM card called "Portant - Document Automation" if you no longer need it.<br>

  <figure><img src="/files/7qLOt9AAEexj4GrlE1XD" alt=""><figcaption></figcaption></figure>

**Save and Exit**

* After making all changes, click **Save and Exit** to finalize your updates.<br>

  <figure><img src="/files/EEHxB3dZJpiy20fVc4cg" alt=""><figcaption></figcaption></figure>

**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.<br>

  <figure><img src="/files/HJQb8JEC8lK2ENP4ZXWX" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For more information on how to customise HubSpot records please visit [HubSpot's Customize Records Knowledge article ](https://knowledge.hubspot.com/object-settings/customize-records)
{% endhint %}

By following these steps, you will successfully add and customize app cards in your HubSpot record views.

<br>


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