--- title: "Install UI Extension" description: "Complete guide to Data Parrot's HubSpot integration. Configure sync settings, install UI extension, and manage custom properties for AI-powered insights." canonicalUrl: "https://dataparrot.ai/docs/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension" markdownUrl: "https://dataparrot.ai/md/docs/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension" pageType: "docs" primaryQueries: - "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." --- URL: https://dataparrot.ai/docs/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension IntegrationsHubSpot # 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. ![Data Parrot card in HubSpot Deal](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-card-sidebar.png) 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. ![HubSpot Settings gear icon in the top navigation](https://dataparrot.ai/images/docs/explore-app/hubspot-settings-gear-icon.png) 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. ![HubSpot Settings showing Integrations and Connected Apps menu](https://dataparrot.ai/images/docs/explore-app/hubspot-settings-integrations-connected-apps.png) 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. ![Data Parrot App Cards configuration screen in HubSpot](https://dataparrot.ai/images/docs/explore-app/hubspot-data-parrot-app-cards.png) 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 button within the HubSpot Data Parrot App Cards configuration screen](https://dataparrot.ai/images/docs/explore-app/hubspot-data-parrot-app-cards-manage-locations.png) 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. ![HubSpot Settings → Gear Icon](https://dataparrot.ai/images/docs/explore-app/hubspot-settings-gear-icon.png) Settings → Gear Icon 2. Go to Data Management → Deals → Record Customization and click the view you want to edit (e.g., Default view). ![HubSpot Deals → Record Customization showing available views](https://dataparrot.ai/images/docs/explore-app/hubspot-deals-record-customization-views.png) 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 new tab named Data Parrot in the HubSpot Deal view editor](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-create-data-parrot-tab.gif) 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 button within the HubSpot Deal view editor](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-add-card.png) Add Card - In the Card Library, select Data Parrot ![Card library showing the Data Parrot card to add to the view](https://dataparrot.ai/images/docs/explore-app/hubspot-card-library-select-data-parrot.png) Card Library → Data Parrot - Save your changes, then navigate back to a Deal ![Deal view with the Data Parrot card added](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-card-sidebar.png) 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 button within the HubSpot Deal view editor](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-add-card-sidebar.png) Add Card - In the Card Library, select Data Parrot Sidebar ![Card library showing the Data Parrot card to add to the view](https://dataparrot.ai/images/docs/explore-app/hubspot-card-library-select-data-parrot-sidebar.png) Card Library → Data Parrot Sidebar - Save your changes, then navigate back to a Deal ![Deal view with the Data Parrot card added](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-card-sidebar.png) Deal View with Data Parrot Card - Configure the sidebar card to show the sections you want to see ![Configure the sidebar card to show the sections you want to see](https://dataparrot.ai/images/docs/explore-app/hubspot-deal-view-card-sidebar-configure.gif) Configure Sidebar Card [Markdown version](https://dataparrot.ai/md/docs/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension) [ 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. ](https://dataparrot.ai/docs/integrations/hubspot/hubspot-ui-extension-guide)[ Fathom Integration Connect Fathom's AI-powered meeting notes and summaries to Data Parrot. Learn how to install the per-user integration and sync meeting insights automatically. ](https://dataparrot.ai/docs/integrations/fathom)