Service 06
HubSpot custom app cards
Custom sidebar cards that surface live CRM data where your team actually works — inside HubSpot.
6
Deliverables
4
Process steps
Outcomes
4
Clear, measurable results
What you get
Outcomes
Live, contextual data visible directly in the deal or contact sidebar — no switching between tabs, reports, or external tools.
Custom UI that matches your team's workflow, showing exactly the data points that matter for each record.
Serverless architecture hosted inside HubSpot — nothing to deploy, maintain, or pay for outside your existing subscription.
Reduced reliance on workaround workflows, manual lookups, and dashboard-hopping to get operational context.
What's included
Deliverables
Discovery session to identify which data points your team needs at a glance and where they currently go to find them.
Card design spec covering layout, data sources, status logic, and color-coding rules.
React-based UI Extension built and tested in a HubSpot sandbox environment.
Serverless functions to fetch and process data from associated objects and properties.
Production deployment with verification on live records.
Documentation covering the card's data sources, logic, and how to request changes.
How it works
The process
01
Discovery
I identify which data points your team needs at a glance and map out where that data currently lives in your portal.
02
Design
We define the card layout, data sources, status logic, and color-coding rules before writing any code.
03
Development
I build the React UI Extension and serverless functions inside HubSpot's platform, testing against sandbox data.
04
Rollout
I deploy to production, verify with live records, configure visibility rules, and hand over documentation.
Common questions
FAQ
Ready to get started?
Tell me what you're working on and I'll let you know how I can help — no strings attached.