Connect HubSpot to Labra and Add the Labra Card

Use these instructions if your organization is connecting HubSpot to Labra for the first time.

This setup must be completed by a HubSpot administrator.

Before You Begin

Make sure you:

• Are a HubSpot Super Admin or have permission to connect apps and customize record views.
• Are signed in to the correct HubSpot account.
• Have access to your organization’s Labra account.

➡️ Step 1. Connect HubSpot to Labra

1. Sign in to Labra.
2. From the onboarding page, open CRM settings.
3. Select HubSpot.
4. Click Connect your HubSpot Environment.
   
   
   Fig. 1

➡️ Step 2. Approve the Connection

HubSpot will display the permissions requested by Labra.

1. Review the requested permissions.
2. Select the correct HubSpot account, if prompted.
3. Click Connect app.
   
   
   Fig. 2

After the connection is approved, return to Labra. The new Labra card will be enabled automatically.

➡️ Step 3. Open the Default Deal View

1. In HubSpot, open any Deal.
2. Click Customize in the right sidebar.
3. Select Default view.

➡️ Step 4. Create a Labra Tab

1. Click Create new tab.
   
   
   
   Fig. 3
    
2. Enter Labra as the tab name.
   
   
   Fig. 4
    
3. Click Done.
   
    

➡️ Step 5. Add the Labra Card

1. Open the new Labra tab.
2. Click Add cards.
3. Search for [CONFIRMED LABRA CARD NAME] in the Card library.
4. Select the Labra card and click Add card.
   
   
   Fig. 5

➡️ Step 6. Save and Confirm

1. Click Save and exit.
2. Open a Deal.
3. Select the Labra tab.
4. Confirm that the Labra card loads correctly.