Custom CRM cards: How to create the best experience for your teams

Aug 6, 3:00 – 4:00 PM (UTC)

HubSpot Admins

Come learn how to create custom CRM cards and configure page layouts to declutter the UI and show your teams only what they need

CRMEnglishHUG

About this event

Join Katherine Man, Lily Rosenbloom, and Winnie Hien as they talk through the current and future capabilities available for you to customize your CRM pages by building custom cards and managing page layouts. This event will be a mix of presentation and discussion based on:

  • How to create a custom card, manage page layouts, and orchestrate processes with playbooks
  • Reverse demos of what you've built using custom cards
  • Feedback on pain points or gaps in functionality

Speakers

  • Katherine Man

    HubSpot

    Group Product Manager, Customer Profile UI

  • Lily Rosenbloom

    HubSpot

    Senior Product Manager

  • Winnie Hien

    HubSpot

    Product Manager, CRM Components

Organizers

  • Kyle Jepson

    HubSpot

    HUG Leader

  • D'Ana Guiloff

    Supered

    HUG Co-Leader