Heeet Docs
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:

  1. Go to your HubSpot account settings, navigate to Settings
  2. Under Objects, select Contacts > Record Customization
  3. Click on the view you want to customize
  4. Add a new tab called Heeet and configure two cards:
    • One for Heeet Marketing Influences
    • One for Heeet Content Influences
  5. Select all desired properties for each card and click Save and Exit
  6. Repeat the process for the Deal object by going to Objects > Deals > Record Customization and following the same steps