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Placements and objects

A card targets at least one object and exactly one placement. The combination determines where the card appears, how much width it gets, and which HubSpot components are allowed.

The four placements

Placement in Card StudioTechnical placementBest for
Middle column (tab)crm.record.tabwide overviews, tables, reports, and larger flows
Sidebarcrm.record.sidebarcompact statuses, small forms, and quick actions
Preview panelcrm.previewa quick overview without opening the full record
Help desk sidebarhelpdesk.sidebarticket and customer context while working a case
The designer shows the card at a width matching the placement. Always check long labels, button rows, and tables at that exact width.

CRM data blocks in the sidebar

HubSpot does not allow the following Card Studio building blocks in Sidebar:
  • Property list;
  • Associated records;
  • Pipeline status;
  • Report.
They can be used in the middle column, preview panel, and help desk sidebar. The remaining 18 building blocks can be used in all four placements. The palette dims unavailable choices, and publishing also checks existing blocks. A regular Table, Chart, or Stat tiles block works fine in the sidebar because they render with standard components. Keep them compact.

Standard objects and custom objects

The standard objects are contacts, companies, deals, and tickets. For these, Card Studio can offer known labels and demo content even before HubSpot is connected. On a custom object, you need the object’s HubSpot identifier. Once the organization has a HubSpot connection, Card Studio can fetch the real field labels. Without that connection, you can still add fields by their internal name.

Multiple objects at publish time

The card definition can target multiple object types, and the publish flow can add custom objects. The designer uses the first object as the primary object for the field catalog and preview. So test the card on every targeted object type if the fields differ.

Switching placement safely

If you want to reuse a card in a different placement, Duplicate is often safer than changing the original. The copy automatically removes building blocks the new placement cannot show, and creates an independent draft and version history.