How to Add Portant App Cards to HubSpot

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.

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.

  

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 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.

  
• Go to the Card library tab

• Look for "Portant" in the Search bar

• Click + Add 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 Card option there.

• Locate the "Portant Latest Documents" App Card in the Card library tab and click + Add Card.

  

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.

  

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