Add a UI Card to Company Records
SB

Stuart Balcombe

Created Mar 28, 2025

Add a UI Card to Company Records

Use this workflow to add a UI card to the center panel of company records and run a manual data enrichment.

22
    a

HubSpot

13 Steps
1

Click on Settings

Click on Settings
2

Click on Connected Apps

Click on Connected Apps
3

Click on AccountScout

Click on AccountScout
4

Click on Company

Click on Company
5

Click on Default view

Click on Default view
6

Click on Add cards

Click on Add cards
7

Check AccountScout

Check AccountScout
8

Click on Close

Click on Close
9

Drag highlighted element

Drag highlighted element
10

Click on Save and exit Loading

Click on Save and exit Loading
11

Click on Companies

Click on Companies
12

Click on Ohio University

Click on Ohio University
13

Click on Enrich this record

Click on Enrich this record
Well done!
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