This article overviews how to set up cards in HubSpot to optimize layout.
By revealing all the info in HubSpot, GTM teams will crush it, and sales will thank you for it!
To handle Cards and Layout in HubSpot like a pro, we advise you to read:
#4 -> Create HubSpot cards (= this article)
💡 Example of views:
Example of a display for intent data
Example of a view for product data
⚠️ For this tutorial, we will create the first tabs and cards as a layout in HubSpot for the company view.
If you want to apply these tips to contacts or other object views, go to the associated object view to edit.
1️⃣ Go to the menu to edit the HubSpot View
Go to your settings
In the data management section, go to "Objects" then "Companies"
Click on "Customize the middle column"
4. Choose the view you want to edit
2️⃣ Create your tabs
Create tabs if needed to organize your different layout
💡 Expert tips: use the overview tabs for a company highlight then create a tab for each purpose
3️⃣ Create your cards
There are currently five types of tabs:
Association table: show properties of associated records in a table
✅
The most useful card
Filter data who showed up
Select as many properties as wished
❌
Sort option isn't available yet -> better to build a table for each "filtered property"
Association label list: Group associated records by their association labels
✅
Good if you have an association labeled
❌
Association being not available in workflow yet, hard to play with
Data highlights: Show up to four featured properties
✅
Good to display the property of the object
❌
Can't display property of other objects associated
If you display a sentence, a card per property is a better choice
Property list: List up to twelve properties of the object
Report card: Choose a single-object report to show in the middle column of a record page
Example of different card setup
Example of different card view
💡 Expert tips: if you may use properties with long text, it's better to use data highlights to display the property for each one of them:
4️⃣ Configure your layout on the intent, account, and contact views
Replicate the configuration for all the objects you need to display to your teams.
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our team by LinkedIn, emails, or on the LoneScale chat ❤️