# Configuration Add the Suger App to your HubSpot Console. --- ## Overview After completing the integration with HubSpot, you need to add the Suger App card to your HubSpot console before you can start creating offers. The Suger app card is a panel that appears on your HubSpot deal records, letting your team create offers, resale authorizations, co-sell referrals, and AWS funding applications directly from a deal — without switching to the Suger Console or a cloud marketplace portal. The app also ships a second card, **Co-sell Insights**, which goes on company records instead of deals. :::danger - Make sure you have completed the integration with HubSpot first. Visit [Integration with HubSpot](/integrations/hubspot) for detailed instructions. ::: ## Prerequisites - You must complete the HubSpot integration in Suger Console before adding the app card. If you haven't done that yet, see [Integration with HubSpot](/integrations/hubspot). - You need **HubSpot Admin access** to customize deal record layouts. ## Add Suger App to your HubSpot console :::tip You can add the Suger app card to more than one view. Repeat these steps for any additional views your team uses — for example, if some reps use a custom view instead of the default one. ::: 1. Open a deal's detail page, click on "Customize record" link on top of this page > Customize record link on a HubSpot deal detail page 2. Go to "Record Customization" tab and click on "Default view" > Record Customization tab with Default view selected in HubSpot 3. Click on "Add cards" button on the view you want to add Suger to (taking Overview as an example) > Add cards button on the HubSpot deal record default view 4. In the panel that opens, click **Apps** to filter the available cards, then find the Suger App and select it. > Suger App card selection filtered by Apps in HubSpot 5. You can drag the Suger App to the top for better visibility — your team will use it frequently. > Dragging the Suger App card to the top of the layout 6. Click on "Save and exit" button, and you can start using the Suger App. The card will now appear on all deal records that use this view. > Save and exit button after adding the Suger App card > Suger App card displayed on a HubSpot deal record 7. You are all set! ## Add the Co-sell Insights card to your company records The Suger app ships a second card, **Co-sell Insights**, and it is registered on the **companies** object rather than on deals. Adding the Suger deal card does not add it — you have to add it to a company record layout separately. 1. Open a company record, click **Customize record**, and pick the view you want to change. 2. Click **Add cards** on that view, click **Apps** to filter, and select **Co-sell Insights**. 3. Click **Save and exit**. :::tip The two cards are independent. If your team only works deals, the deal card on its own is enough; add **Co-sell Insights** when you also want co-sell context on the company record. ::: ## Verify the app card is working Open any HubSpot deal record and confirm the Suger app card appears on the page. The Suger panel shows five tabs — **Offers**, **Entitlements**, **Co-Sell**, **Funding**, and **Insights** — and up to four action buttons across the top: **New Offer**, **New Resale**, **New Funding**, and **Co-Sell**. Not every button appears for every organization. **New Funding** is AWS-only and requires an AWS ACE (Partner Central) integration, and the **Co-Sell** button only lists the destinations your organization has connected — so a card with fewer buttons is not necessarily broken. If the card is not visible after saving: - Confirm the HubSpot integration is verified in Suger Console → **Settings** → **Integrations** → **HubSpot**. The status should show **Verified**, not **Created**. - Check that you saved and exited the record customization — the card will not appear until you click **Save and exit**. - Try a hard refresh — **Cmd+R** on Mac or **Ctrl+Shift+R** on Windows. ## Troubleshooting | Issue | Possible cause | Resolution | | --- | --- | --- | | Suger does not appear in the Apps list | The HubSpot integration has not been completed or verified | Complete the HubSpot integration first. The status in Suger Console must be **Verified** before the app appears | | App card was added but is not visible on deal records | The page was not saved after customization | Go back to **Customize record** and confirm the Suger card is in the layout, then click **Save and exit** | | App card appears but shows an error or blank state | The integration connection has been disrupted | Go to Suger Console → **Settings** → **Integrations** → **HubSpot** and click **Verify** to re-verify the connection | | App card is only visible to some users | The customization was applied to a view not all users see | Check which view each user's profile defaults to and apply the customization to that view as well | ## Frequently Asked Questions - #### Do I need to add the Suger app card to every deal individually? No. Adding the card to a view applies it to all deal records that use that view — you only need to do it once per view. - #### Can I add the Suger app card to views other than the default Overview? Yes. Repeat the steps above for any other views your team uses. Each view is customized independently. - #### What's the difference between the HubSpot integration and the Suger app card? The integration connects Suger to your HubSpot account at the system level — it gives Suger permission to read and write deal data. The app card is the UI element that lets your team interact with Suger from inside a deal record. Both are required. The integration comes first; the app card comes second.