How to Select HubSpot CRM properties to show on record association cards

HubSpot right sidebars will display record associations to other records with properties specified in the association cards of each object. All associated records will display the properties selected for each object’s association card. HubSpot association card customization requires “Account” and “Edit property settings” permissions.

  • In the main navigation bar, click on the settings icon <INSERT IMAGE OF SETTINGS ICON?>.
  • Navigate to “Objects” and click on the object for which you want to edit an association card. 
  • Click “Record customization,” and then click “Customize [OBJECT] association cards.”

(Note: [OBJECT] refers to the object you selected.) 

  • Preview the new card in the right panel.
  • Engage the “Properties” dropdown menu and select the properties you want to be displayed.
  • Click “Save.”