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How to Add the Spiced UI to Deal Views in HubSpot
How to Add the Spiced UI to Deal Views in HubSpot

This guide will walk you through the steps to add the SPICED Deal Diagnosis card to your Deal views in HubSpot.

Updated this week

Step-by-Step Instructions

  1. Navigate to Any Deal in HubSpot
    Open any Deal record in your HubSpot account.

  2. Access the "Customize Record" Option
    In the upper-right corner of the Deal view, click on the Customize Record button. This option allows you to modify what appears in your Deal view.
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  3. Select Your Desired View
    Choose the view you'd like to customize. Typically, this will be the Default view, but you can select any view that you are using for your team or workflow.

  4. Click "Add Cards"
    Once inside the customization menu, look for the Add Cards option.
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  5. Locate and Select the "Deal Diagnosis" Card
    Under the Apps section, scroll to find the Deal Diagnosis card. Once located, select it to add it to your Deal view.
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  6. Adjust the Card’s Position
    After adding the card, you can drag and drop it to your preferred position. We recommend placing it at the top of the view for easy access.

If You Don’t See the "Customize Record" Option

If you don’t have the Customize Record option available:

  • Contact your HubSpot administrator.

  • Request that they add the Deal Diagnosis card for you.

By following these steps, you’ll have the Deal Diagnosis card integrated seamlessly into your HubSpot UI, making it easier to manage deals and access Grain’s insights directly within your workflow.

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