How to Install and Manage App Cards in Hubspot
Hubspot users can enhance CRM records by adding app cards that surface live data and actions from connected integrations directly on contact, company, deal, ticket, or custom object records.
App cards let you work with external tools without leaving the record sidebar. They can display information, link out to other systems, or show interactive iframes provided by your installed apps.
Understanding App Cards in Hubspot
App cards are panels in the middle column of a CRM record sidebar. When you install an integration that supports record-side widgets, it can create an app card so your team can see and interact with external data in context.
Depending on the app, you might use these cards to:
- View synced data from third-party tools.
- Open related records in another system.
- Use embedded iframes to perform actions without leaving Hubspot.
Because app cards are managed per user and per record type, each rep can customize which cards they see on contacts, companies, deals, tickets, or custom objects.
Where App Cards Appear in Hubspot Records
On any CRM record, the main sidebar has three key areas:
- Left section: record name, pipeline information, key properties.
- Middle section: association cards plus app cards from installed apps.
- Right section: activity timeline and communication history.
App cards appear in the middle section, under the association cards, and can be collapsed or rearranged to fit your workflow.
Viewing Existing App Cards in Hubspot
After installing an app that includes a record-side card, the card appears automatically for supported objects. To view it, just open any record of that type.
- Go to your Contacts, Companies, Deals, Tickets, or custom object index.
- Click the name of a record to open it.
- Look in the middle column of the right sidebar for the app card panel.
If your app includes different card layouts, you might see a combination of text, links, buttons, or an embedded iframe.
Installing New App Cards in Hubspot
To get new app cards, you must install apps from the HubSpot App Marketplace or from your private apps if they support CRM record extensions.
- Navigate to the Marketplace icon in the main navigation.
- Select the App Marketplace.
- Search for an app or browse categories.
- Open an app listing and review the details. Look for sections that mention record customization, CRM extensions, or app cards.
- Click Install app and complete any authorization or configuration steps.
After installation, supported app cards will show on the relevant CRM records. If you ever need consulting support with integrations and CRM design, you can visit Consultevo for professional services.
Managing App Cards on Hubspot Records
You can manage the order and visibility of app cards on each record type. While you cannot change what the card displays (that is defined by the app), you can arrange the layout and choose which cards appear for your user.
Customize the Sidebar Section in Hubspot
Each CRM object has a customizable record sidebar. To edit which cards appear in the middle column for a record type:
- Click the settings icon in the main navigation.
- In the left sidebar, go to Objects and select the object you want (for example, Contacts or Companies).
- Open the Record customization or Layouts tab (label may vary by subscription).
- Locate the section for the middle column where association cards and app cards live.
Here you can adjust the default layout that users see on records for that object.
Rearrange App Cards on Hubspot Records
You can reorder app cards within the middle section so the most important integrations appear higher.
- Open a record for the object you are configuring.
- Move your cursor over the top of an app card until the handle or drag indicator appears.
- Click and drag the card to a new position in the same section.
- Release it to drop the card into place.
The new arrangement will apply to records of the same type for your user layout, making your most-used integrations easier to reach.
Hide or Collapse App Cards in Hubspot
If a specific app card is not relevant to your role, you can collapse or hide it from your view.
- Collapse a card: Click the arrow at the top of the card to minimize it while keeping it available.
- Hide or remove from layout: Use the layout controls in record customization (if available on your subscription) to remove the card from your default sidebar.
Hiding a card affects only your layout or the layout version you are editing; it does not uninstall the app from your account.
Uninstalling Apps That Provide Cards in Hubspot
If a card is no longer needed across your portal, you can uninstall the entire integration. This removes its app cards and any connected features.
- Click the settings icon in the main navigation.
- Navigate to Integrations > Connected apps.
- Find the app you want to disconnect.
- Click the app, then choose Uninstall or Disconnect.
- Confirm the action and review any warnings about data removal.
After you uninstall the app, its app cards will no longer appear on Hubspot records.
Types of App Cards You Might See in Hubspot
Each app can design multiple types of cards. Common card patterns include:
- Information-only cards: show status, IDs, or key metrics pulled from another platform.
- Link cards: provide one-click links that open related data in the external app.
- Iframe cards: embed a mini interface so you can complete actions (e.g., scheduling, ticket updates) without leaving Hubspot.
The exact behavior, buttons, and fields are controlled by the integration developer and cannot usually be edited from within the CRM.
Best Practices for Organizing App Cards in Hubspot
To keep records clear and efficient, organize app cards thoughtfully:
- Place the most frequently used integration cards at the top of the section.
- Collapse rarely used cards to reduce scrolling.
- Align cards with team roles by using different layouts for sales, service, and operations if your account supports multiple record layouts.
- Review layouts periodically after installing new integrations to maintain a clean interface.
More Help on App Cards in Hubspot
For full, up-to-date details, including supported objects and configuration options for specific integrations, review the official documentation on the HubSpot Knowledge Base at how to install and manage app cards.
By learning how to install, rearrange, and manage these cards, your team can keep critical integration data available in one place and streamline every interaction inside Hubspot.
Need Help With Hubspot?
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