Discrepancy in CRM Cards Visibility for Different Portals (Company vs Deals Section)

[CPAI]

Hi HubSpot Community,

We’ve developed an application that supports CRM cards for both the Company and Deals sections of HubSpot. However, we’ve recently encountered an unusual discrepancy between two different portals, and we wanted to bring it to your attention for clarification and support.

Issue:

• Portal A: CRM cards are visible in both the Company and Deals sections as expected.

  

• Portal B: CRM cards are only visible in the Deals section, but not in the Company section.

  

Context:

• Portal A has been in use for a long time, and CRM cards appear as expected in both sections.

• Portal B was previously inactive for a long period, and the account associated with it was deleted. We’ve created a new account for Portal B, but the user interface appears slightly different compared to Portal A.

• Additionally, there is a URL difference:

  • Portal A uses the base URL: https://app.hubspot.com/

  • Portal B uses the base URL: https://app-na2.hubspot.com/

• We understand that HubSpot is deprecating support for classic CRM cards (as per the announcement: Deprecating Support for Classic CRM Cards), so we were expecting either the feature to be completely disabled or working uniformly across both portals.

What We’ve Observed:

• Portal A works as expected, displaying CRM cards for both Company and Deals sections.

• Portal B displays the CRM cards only in the Deals section and not in the Company section, despite using the same configurations.

• The UI difference in Portal B is noticeable, and we’re unsure whether this is related to the discrepancy in CRM card visibility.

• Moreover, there are no logs being generated in the "Apps"-> "Monitoring"-> "CRM Cards" for the cards in the company section for portal B

We have attached screenshots for reference to show the CRM cards section in both Portal A and Portal B (for both Company and Deals).

Questions:

1. Is the CRM card issue related to the deactivation and reactivation of Portal B, or could the different base URL (app-na2 vs app.hubspot) be a factor?

2. Could the UI difference between Portal A and Portal B indicate that certain features or settings are not fully synced after reactivating the new account?

3. Is this behavior due to the deprecation of CRM cards in Portal B, or could there be other reasons for the discrepancy?

Any guidance or clarification on this matter would be greatly appreciated!

Thank you!

[MichaelMa · Accepted solution]

First thing that comes to mind is whether or not you're using a Customized View? I see in Portal B there's a Revenue tab which points to some customization to the view.

Click on the Customize and check if you have it customized for yourself and/or other teams. I know I have a ton of customized views for my users.

Moderator note: While this solution may not address the original poster’s specific situation, it could be helpful for other community members facing similar challenges.

[CPAI]

Hi @MichaelMa We have checked about the customized view however no luck, having said that portal B(as mentioned above) is newly created portal, CRM card is loaded on Deals section but not on Company section.

cc @BérangèreL 
Thanks

[BérangèreL]

Hi @CPAI and thank you for getting back to us!
 

For hs get-started, this handy command sets up a new project with a ready-made boilerplate app. It will guide you through project creation, app configuration, uploading to HubSpot, and installing your app—just run it after installing the CLI with npm install -g @hubspot/cli && hs init.
 

Regarding CRM card visibility (Company vs Deals): I didn’t find a specific solution about CRM cards showing up for Deals but not for Companies in a new portal, but here are a few things you might want to check:
 

- Make sure your objectTypes configuration for the card includes both companies and deals.
- If you’re using app cards, double-check that the card location is correctly set (for example, crm.record.tab or crm.record.sidebar).
- You may also want to customize the middle column view to ensure new extensions appear on Company records.

A quick heads-up: Classic CRM cards are being deprecated (sunsetting October 31, 2026), so this might be a great time to start migrating to the new App Cards built with React!
 

Here are some helpful resources to support you along the way:

- Quickstart
- App cards reference
- Create an app card

I hope this helps!

Have a wonderful weekend!
Bérangère

This post was created with the assistance of AI tools

[BérangèreL]

Hi @CPAI and welcome, it's a pleasure to have you here! 🧡

Great questions, thanks for asking the HubSpot Community!

I'd like to share these resources that might help you:

- Create an app card
- Legacy CRM cards
- Deprecating Support for Classic/Legacy CRM Cards

Now, let's consult our Top Experts: Hi @Mike_Eastwood, @Anton and @johnelmer do you have suggestions to help @CPAI, please?

Thanks so much and have a wonderful day! 🌞
Bérangère

[CPAI]

hi @BérangèreL,
Hope you are doing well!

Thanks for taking this ahead, looking forward to the suggestions-feedback on this from the HubSpot experts.
Have a nice day!

Sincerely,
Kalpesh