When your team needs more than HubSpot’s standard features, we build custom record cards and connect them to your other systems. These are cards we’ve built for clients.
Lists the specialist reports and imaging each case needs, with what has arrived.
Tracks requests for information and their status in one table.
When the last report arrives, shows a clear banner and moves the deal to the next stage on its own.
04
A learning platform connected to HubSpot
Online mental health practice
The gapClients take online programs on a separate learning management system (LMS), so staff logged in to two systems for every change, and enrolments never reached HubSpot reporting.
What the card does
Connects HubSpot to the LMS and shows each client’s programs and courses on their record.
Enrols them in more programs from the contact or deal record.
Writes enrolments back to HubSpot, so program uptake can be reported on in HubSpot.
05
AI that suggests the right practitioner
Mental health practice
The gapMatching a new client to the right practitioner relied on one person’s memory of who suits whom.
What the card does
Shows which intake questions are answered, then suggests five practitioners, each with a score and a reason.
Staff make the choice. The pick is saved to the booking and recorded for review.
06
Admissions that match residents to rooms
Aged care and retirement living
The gapAdmissions ran on a shared mailbox and spreadsheets. Matching a new resident to the right room, and keeping track of their family, sat outside the CRM.
Shows rooms available now and rooms coming back online soon, with care class and preferred site highlighted.
Lets the admissions team assign, reserve or release a room from the admission record.
Shows a resident’s family and contacts with their roles, and for a family member, the resident they’re linked to.
Screenshots are from our demo account and show demonstration data. Every card is a HubSpot app extension. We use HubSpot’s own features and native integrations first, and build where your team needs more.
The same ideas, in your industry.
Most of these cards started in healthcare. The patterns carry across: another system’s records inside HubSpot, rules checked as staff work, and work that moves on as the pieces arrive. Here’s what a card could do in other sectors.
Professional services
Matter or project status from your practice software, on the client record.
Education and training
Enrolments and progress from your learning platform, next to each contact.
Property and facilities
Availability, inspections and bookings from your property system.
Financial services
Application, policy or account status brought into HubSpot.
Trades and field services
Jobs, quotes and schedules from your job management tool.
Not-for-profit
Funding, programs and outcomes tracked against each person you support.
Tell us your industry and what your team needs from HubSpot.
