Portant Docs
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Portant Docs
Portant Docs
  • 👋Welcome
  • 🟢Product Updates
  • 🌱Getting Started
    • How to Sign up
      • Sign-up without a Google account
    • Quickstart
    • Ask for Help
      • Support Tickets
      • Support Codes
      • Screenshots
      • Developer Console
      • 400 Error
      • Resolve: API developer key is invalid error
      • How to request a transfer of your Portant account
    • Templates
    • Delete Multiple Workflows at Once
  • How to Set Up Your Account's Global Formatting Settings
  • Change Language Settings
  • 💫Personalise Documents
    • Adding Hyperlinks
    • Adding Images
    • Use custom tag names
    • Tag Formulas
      • Global tags
      • Tag Formulas
      • Tag IF Statements
    • Invalid Tags
    • Portant AI Content
    • Dynamic Google Sheets Charts
    • Tag Checker
    • Add online payment links
    • Add Stripe Payment Links to Your eSign Portal
  • 🌐Sources
    • Google Forms
      • Add formula fields to your Google Form workflow
      • {{tags}} for Google Forms
    • Google Sheets
      • Google Sheets Auto-create
      • How to source data from multiple Sheets
      • Saving Document Links to your Sheet
      • Data Grouping
    • HubSpot
      • How to install the Portant App in HubSpot
        • How to Add Portant App Cards to HubSpot
      • Create a Document in HubSpot
      • How to manage and select HubSpot Properties
        • Full list of available HubSpot Properties
      • Trigger HubSpot Workflows from Portant
      • Add a Portant Action to a HubSpot Workflow
      • How to view created documents in HubSpot
      • Add multiple line items into a single document
      • Add Deal Tags using Portant document statuses
      • Portant eSignatures + HubSpot
      • Review documents using the Review Block in HubSpot
    • Zapier
    • Glide
    • Webhooks
      • Webhook Data Grouping
    • Xero
    • Copper
      • Installing the Copper integration
      • Create your first Copper workflow
      • Generating your first document from Copper
    • Typeform
    • Tally
  • 💡Use Cases
    • eSignatures Requests
    • Incident Report
    • Quarterly Business Reviews
    • Invoices
    • Convert Form Responses to PDFs
  • ✒️eSignatures
    • Getting Started
    • Request Signatures (without a source)
    • Request Multiple Signatures
    • Customise Signature Request Email
    • Create Preview Links for Signature Requests
    • Resend signature requests
    • Cancel Signature
    • Add Audit to eSignatures
    • Request Info On Signing
    • eSigning Laws & Compliance
      • United States: E-SIGN Act and UETA ✅
      • Canada: PIPEDA and Electronic Transactions Act ✅
      • EU: eIDAS Regulation for Electronic Signatures ✅
      • UK: eIDAS Regulation and Electronic Communications Act 2000 ✅
      • Australia: Electronic Transactions Act (ETA) ✅
      • New Zealand: Electronic Transactions Act (ETA) 2002 ✅
      • Israel: Electronic Signature Law 2001
  • ⚡Automation
    • Workflow Filters
    • Re-run an automation
    • Review Block
    • Converting docs to different file types
      • Microsoft Word (.docx)
      • Microsoft Powerpoint
      • Create PDF outputs
      • Save an output as a Microsoft Excel file (.xlsx)
  • ✉️Emails
    • Share a Doc via Email
    • Email Tracking
    • Send from aliases
    • Send Outlook Emails
    • Customize Your Email Content with HTML Editing
  • 📄Outputs
    • Customize Output File names
    • Auto-filing Output Files
    • Changing Output Folder
    • Search and filter your outputs
  • Deleting Outputs in Portant
  • 🎁Portant Add-ons
    • Data Merge
      • How to set-up a Google Sheets source
        • Data Merge Settings for Google Sheets sources
        • Automatically create documents
      • How to set-up a Google Forms source
        • Data Merge Settings for Google Forms
        • Automatically create documents
        • Edit Response and Pre-filled Response Links
      • Inserting Images
      • Advanced Settings
        • Editing tag names
        • Timezone, date and time format settings
        • Editing the Output Folder
        • Conditional logic for emails
        • Conditional Logic for Data Merges
        • Data Grouping in Portant Data Merge
    • Document Merge - Trello Power-up
  • 👥Teams
    • Creating Your Team
    • Sharing Workflows
    • Creating Folders in the Workflows Tab
    • Managing team permissions
    • Whitelabeling eSign Portal
  • 💳Billing
    • Update Billing
  • Developer
    • Build with Portant
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  1. Sources
  2. HubSpot
  3. How to install the Portant App in HubSpot

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.

PreviousHow to install the Portant App in HubSpotNextCreate a Document in HubSpot

Last updated 5 months ago

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After you have 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 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.

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

For more information on how to customise HubSpot records please visit

🌐
HubSpot's Customize Records Knowledge article
installed the Portant App in HubSpot