Installing the Firmable Enrichment app doesn’t add its card to your HubSpot records. A HubSpot admin adds the card once, for everyone, and each user can then move it in their own view.
Prerequisites
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable.
- The Firmable Enrichment app is installed. See How to connect the Firmable Enrichment HubSpot app.
- To add the card for all users, you have the Super Admin role in HubSpot.
Add the card for all users
- Click the Settings icon in the top navigation bar, then select Objects under Data Management and choose Companies.
- Click the Record Customization tab.
- Click Default view. Changes to the default view apply to everyone who isn’t assigned to a team view.
- In the layout editor, click + above the right sidebar. The card goes in where you click, so the top is a good spot.
- Click the Card library tab, search for Firmable, then click Add card on Firmable Company Enrichment. Close the panel.
- The card now shows in the right sidebar. To move it, drag it by the handle on its left. Click Save.
- Repeat these steps for Contacts (choose Contacts instead of Companies) and add the Firmable Contact Enrichment card.
Move the card in your own view
- On a company or contact record, hover over the top of the Firmable Enrichment card until the drag handle appears on its left.
- Drag the card by the handle to where you want it in the right sidebar. This only changes your own view.
Learn more about how to connect the Firmable Enrichment HubSpot app.
Learn more about how to use the Firmable Enrichment HubSpot app.