# How to Add Portant App Cards to HubSpot

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

After you have [installed the Portant App in HubSpot](https://docs.portant.co/portant-docs/sources/hubspot/how-to-install-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.<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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FAbmC9As6dM9F4YlSpACY%2Fimage.png?alt=media&#x26;token=6d1e7880-a69d-4f17-a9d5-f4af77db836f" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FlHxqe8noJEwUzAVR7ry3%2Fimage.png?alt=media&#x26;token=7d566b3d-be40-4ee5-a19c-0036f2ef433d" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FR1yblxml1Q18TkcGUX3l%2Fimage.png?alt=media&#x26;token=08d4dfa5-d080-4df7-bc57-5b6373250528" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FEyo1bXEkvA2w5xSiWtT4%2Fimage.png?alt=media&#x26;token=92c1a6db-3c28-4020-919d-c487bf7aa007" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FgaXfgLQ5TvkWuLCgNNBa%2Fimage.png?alt=media&#x26;token=61227102-5214-48f3-8958-6a0c247987d6" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FUrwjvv7TjdLLOqZNNJNe%2Fimage.png?alt=media&#x26;token=17a17598-42d6-4da1-a234-fd8655a1ad5e" alt=""><figcaption></figcaption></figure>

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

  <figure><img src="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2F3A6fAE16n8tmTOZxnw3O%2Fimage.png?alt=media&#x26;token=5a400fb1-4b0f-45a1-aee1-4ccd0d05f886" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FjccXrfTElzU4TIfmGYWq%2Fimage.png?alt=media&#x26;token=efb305cd-a700-4530-80de-4f35a30c9cd7" alt=""><figcaption></figcaption></figure>

**Save and Exit**

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

  <figure><img src="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2Fjnbn21IqKZZzW7IaXwR7%2Fimage.png?alt=media&#x26;token=8ca646bc-c637-4151-86a6-548274976860" 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="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2F0OVFa5ekV3j7Van8MJKU%2Fimage.png?alt=media&#x26;token=4f9c328a-59f7-415d-a0a4-0a96c417c62f" 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.

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