How can I add a custom tab to the Deals section in HubSpot CRM to store custom data?
Hi @HBashar9,
If you’re referring to the deals index page, tabs are filters on existing data, they’re not a folder where you place data: View and filter records
If you want specific deals to show up here, your have to import them, and then set up the filters so that they only return your desired deals.
If you’re referring to the deal record page and want to add a tab in the middle section of the layout and want to pull in external data, you can find instructions here: Accounts Dashboard | HubSpot
If you want to make data available in HubSpot and display it on the deal record page, it depends on the specifics (the type of data and it’s relationship to deals). HubSpot can show information on associated records, either from default objects like companies or contacts or from custom objects (Enterprise only).
Best regards
How can I add a custom tab beside the ‘Overview’ and ‘Activities’ tabs on the CRM > Deals page in HubSpot? Is it possible to display custom card or data in that tab?
@HBashar9 you can customise by following these steps: Customize records
For custom data, see my previous reply, you might have to create UI extensions: Accounts Dashboard | HubSpot
@HBashar9 I am working on the Data Bridge app, aims to extend the HubSpot record view with your custom/external data. Right now the app is in the pilot version, so DM me or learm more about Data Bridge here.
@karstenkoehler gaves very solid and to the point answer, still if there is a need of no-code solution, that offers simple, built-in and native HubSpot elements/components - then it wort to explore our app.
Best,
John
