To see relationship data in HubSpot, you need to add The Swarm app cards to your HubSpot views. Once added, you and your team can see connection insights directly in CRM records.
For the v1 of this application we offer only 1 middle card with breakdown of Relationship data and 1 sidebar card shorten version of Relationship details.
Open The Swarm App Settings
In HubSpot: Go to Settings → Connected Apps → The Swarm
Or from The Swarm: go to Integrations and “Open HubSpot settings”.
Go to “App cards”
You’ll see the available The Swarm cards that can be added to HubSpot views.
Click Manage locations for the card you want to add.
Choose the View to Add The Swarm Card
In the sidebar, select the view where you want the card to appear (e.g., Default view).
If you simply check the box and save, the card will be added automatically at the bottom of the column.
To choose a specific position, click Customize and place the card exactly where you want it in the layout.
When you save the view, the card will appear in the selected column.
4. Add the Card to the Layout in customized place
In the view editor, hover between existing cards until you see the + button.
Click + and select Card library.
Find The Swarm Card
Search for “The Swarm” in the card library.
Click Add card for the one you want (e.g., Team Relationships).
Save Your Layout
The card will appear in the layout.
Click Save and exit in the top-right corner.
Confirm the Setup
Back in The Swarm app settings, you’ll see where the card has been added.
Relationship data will now display on any contact that exists in your team’s network.
💡 You can move cards around or add them to different views to match your workflow.