Skip to content
UI Management

How to Add a UI to the Sidebar

Haezel Jane Tolentino
Haezel Jane Tolentino |

This article explains how to se your UI to appear in the HubSpot sidebar instead of the middle column. By changing the UI type, you can decide whether your interface displays as a Sidebar Card or a Middle Column Card.

Step 1: Go to the HubSpot sidebar, click on CRM, and select the object you’re interested in

CRMStep 2: Once you’ve chosen the object (e.g. Contacts), click on the contact you're interested in

contactStep 3: You will be redirected to Palpaca’s homepage. Click the “Create your first UI” or “Add new UI” button, or select an existing UI you want to edit.

homepage2

Step 5: You will be redirected to the UI Info page. Locate the UI Type option and click on it

UI info - type

Step 6: A dropdown menu will appear. Select “Sidebar Card” instead of “Middle Column Card

UI type - dropdown

Step 7: Continue through all the required steps until you reach the builder, click on "Create UI" and use the Drag-and-Drop builder to choose the components you want to use.

UI builder 1

Note: Once you’re on the UI Builder page, the Sidebar preview will appear narrower than the middle column view.

sidebar - menu ex