HubSpot
Create Card
Learn how to create a custom card in HubSpot to display Heeet marketing intelligence data.
Create Card
Follow these steps to create a card in HubSpot that allows Heeet to create custom objects and fields:
- Go to your HubSpot account settings, navigate to Settings
- Under Objects, select Contacts > Record Customization
- Click on the view you want to customize
- Add a new tab called
Heeetand configure two cards:- One for Heeet Marketing Influences
- One for Heeet Content Influences
- Select all desired properties for each card and click Save and Exit
- Repeat the process for the Deal object by going to Objects > Deals > Record Customization and following the same steps