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 and co-sell referrals directly from a deal — without switching to the Suger Console or a cloud marketplace portal.
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.
- You need HubSpot Admin access to customize deal record layouts.
Add Suger App to your HubSpot console
- Open a deal’s detail page, click on “Customize record” link on top of this page
- Go to “Record Customization” tab and click on “Default view”
- Click on “Add cards” button on the view you want to add Suger to (taking Overview as an example)
- In the panel that opens, click Apps to filter the available cards, then find the Suger App and select it.
- You can drag the Suger App to the top for better visibility — your team will use it frequently.
- 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.
- You are all set!
Verify the app card is working
Open any HubSpot deal record and confirm the Suger app card appears on the page. You should see the Suger panel with options to create a new offer or co-sell referral.
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
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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.
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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.
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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.