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Customize your HubSpot record layout to show the Aira card

Aira's own walkthrough of HubSpot's record-sidebar customization, focused on adding the Aira card.

HubSpot lets you customise what appears on a company record and who sees it. This article covers the parts that matter once you've added the Aira card: making it visible to your whole team, and fixing a card that doesn't appear.

How HubSpot record layouts work

HubSpot organises records by object type: Company, Contact, Deal, Ticket. Each object type has its own record layout, built from views and cards. The Aira card is one of those cards, added from HubSpot's card library. You add it to a company view once, and it shows on every company record that uses that view.

Make the Aira card show for your whole team

When you edit a view and add the Aira card, the change applies to that view. Whether teammates see it depends on which view they use:

  • If your team shares one default company view, editing it adds the Aira card for everyone on that view.

  • If teammates use their own views, each view needs the card added, or set a shared view as the default.

Setting or changing the default view for a team usually needs HubSpot admin permissions. If you don't have them, ask a HubSpot admin to add the Aira card to the default company view.

Troubleshooting

  • I don't see Customize. You need permission to edit record layouts in HubSpot. Ask a HubSpot admin.

  • Aira isn't in the card library. HubSpot hasn't connected to Aira yet, or it just connected and HubSpot's app list hasn't refreshed. Confirm HubSpot shows as Connected in Aira's Integrations tab, then refresh HubSpot and search the card library again.

  • The Aira card is empty on a record. That company's name or domain in HubSpot doesn't match a company in Aira's company database yet. Open the company in Aira to check the match.

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