Install UI Extension
Complete guide to Data Parrot's HubSpot integration. Configure sync settings, install UI extension, and manage custom properties for AI-powered insights.
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.
There are two ways to install the Data Parrot card in HubSpot:
- Easy/fast method - Use HubSpot's Connected Apps interface
- 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.
2. Go to Integrations → Connected Apps
In the Settings menu, navigate to Integrations → Connected Apps to view all your installed applications.
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.
5. Configure Card Placement
Click on "Manage Locations" and choose where you want the Data Parrot card to appear:
- 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.
- Click the gear icon in the top right corner of the navigation bar in HubSpot.
- Go to Data Management → Deals → Record Customization and click the view you want to edit (e.g., Default view).
Optional: Create a "Data Parrot" tab
Within the view editor, you can add a new tab named Data Parrot to keep insights organized.
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
- In the Card Library, select Data Parrot
- Save your changes, then navigate back to a Deal
1.2 Add the Data Parrot card to the sidebar tab
- Click Add card on the row where you want the card to appear
- In the Card Library, select Data Parrot Sidebar
- Save your changes, then navigate back to a Deal
- Configure the sidebar card to show the sections you want to see
UI Extension Guide
Complete guide to the Data Parrot HubSpot UI Extension. Learn about deal health insights, AI chat, task creation, recalculation, sidebar customization, win/loss analysis, and all card features.
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