Add the Data Parrot Card directly on your HubSpot Deal

Data Parrot has a HubSpot UI Extension that allows you to add the Data Parrot card directly on your HubSpot Deal both in the main panel and the sidebar.

Data Parrot card in HubSpot Deal

There are two ways to install the Data Parrot card in HubSpot:

1. Easy/fast method - Use HubSpot's Connected Apps interface
2. Custom placement - More control over card location

The Data Parrot card will appear and show the AI analysis right on the Deal form in HubSpot for all Data Parrot users.

What the Data Parrot card enables

• View Data Parrot insights directly inside HubSpot Deal records
• Access AI-powered deal health, signals, and next steps without leaving HubSpot
• Share AI insights with Data Parrot users in HubSpot
• Place the card on the Overview tab or create a dedicated "Data Parrot" tab for focus

Easy/Fast Install Instructions

The fastest method to install the Data Parrot card uses HubSpot's Connected Apps interface, providing a more streamlined setup process.

Follow these steps:

1. Navigate to HubSpot Settings

Click the gear icon ⚙️ in the top right corner of HubSpot to access Settings.

Click Settings Gear Icon

2. Go to Integrations → Connected Apps

In the Settings menu, navigate to Integrations → Connected Apps to view all your installed applications.

Navigate to Integrations → Connected Apps

3. Find and Select Data Parrot

In the Connected Apps list, locate Data Parrot and click on it to access the app settings.

4. Navigate to App Cards

Within the Data Parrot settings, select the App Cards tab to configure which cards appear in your HubSpot deal views.

Go to App Cards Tab

5. Configure Card Placement

Click on "Manage Locations" and choose where you want the Data Parrot card to appear:

Manage Locations

• Main Panel: Add cards to the main deal view
• Deal Sidebar: Add compact cards to the right sidebar
• Custom Tabs: Create a dedicated Data Parrot tab for focused insights

Once configured, the Data Parrot card will automatically appear in your deal records with AI-powered insights.

Custom Card Placement Install Instructions

1. Add the card to your HubSpot Deal view

Add the Data Parrot card to the Deal view your team uses.

1. Click the gear icon in the top right corner of the navigation bar in HubSpot.

Settings → Gear Icon

2. Go to Data Management → Deals → Record Customization and click the view you want to edit (e.g., Default view).

Settings → Data Management → Deals → Record Customization

Optional: Create a "Data Parrot" tab

Within the view editor, you can add a new tab named Data Parrot to keep insights organized.

Create a Data Parrot Tab (Optional)

1.1 Add the Data Parrot card to the main deal view

• Click Add card on the row where you want the card to appear

Add Card

• In the Card Library, select Data Parrot

Card Library → Data Parrot

• Save your changes, then navigate back to a Deal

Deal View with Data Parrot Card

1.2 Add the Data Parrot card to the sidebar tab

• Click Add card on the row where you want the card to appear

Add Card

• In the Card Library, select Data Parrot Sidebar

Card Library → Data Parrot Sidebar

• Save your changes, then navigate back to a Deal

Deal View with Data Parrot Card

• Configure the sidebar card to show the sections you want to see

Configure Sidebar Card