How to Open and Use the Drag-and-Drop Card Builder

In this article you will learn how to open the Palpaca Drag-and-Drop Card Builder, add modules, and configure your setup.

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

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

Step 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.

Step 4: Complete the steps to create your UI, or navigate directly to the UI Builder page

Step 5: Click the “Edit UI” button 

Step 6: A pop-up will open where you can drag and drop UI modules from the left sidebar into the middle workspace, then configure each module in the right sidebar

Step 7: Once finished, click the main button to return to the UI Builder page, close the pop-up to proceed with the next steps