Connected systems
Connected systems provide data and actions that do not come directly from HubSpot. Connections are chosen per card, while any credentials are owned by the organization.Open the dialog
Choose Connected systems in the designer toolbar. The dialog shows:- systems and operations already added to the card;
- available operations that can be connected;
- a summary of the HubSpot and association data the card uses automatically.
Add a system
Choose an operation under Connect. It immediately becomes available in dynamic field pickers, tables, charts, repeaters, and relevant actions. The current product version registers demo operations for:- Dinero (demo) — open invoices and create note;
- Inventory (demo) — stock status.
Rename and format fields
Choose Rename fields on a connection. For each known field you can change:- Shown as — the label users see in field pickers and on the card;
- Format — automatic, text, number, currency, date, date and time, percent, or status chip.
Remove a connection
Choose Remove. First check whether any building blocks or actions use its fields. A binding to a removed source makes the card invalid and blocks publishing.Data errors
A connector can be configured to show an error state or hide data on failure. The current designer does not expose this choice; new connector sources use the connector’s default behavior. If data is missing:- check that the operation is still listed as connected;
- check that the building block uses the right list or field;
- check that the required input data exists on the record;
- check the organization connection if the environment uses a live adapter;
- reload data with a button action if the source may be cached.