HubSpot New CRM Card - Marketplace
The QLM HubSpot App requires QLM v20 and is sold separately as an add-on.
The QLM HubSpot App allows you to view license information associated with a customer directly from within HubSpot as a CRM Card.
Installing the App
Step 1: Install the QLM CRM Card from Marketplace
Login and click on the store icon on the top header of HubSpot. Select HubSpot Marketplace
Search for "QLM CRM Card" in the search bar and select the option that pops up
Select the app that appears and click the install button
You will then be prompted to connect to the app and accept the requesting access from the CRM Card.
Once connected you should see the following:
You can click on either "explore app overview" or "Customize app cards", go to the settings tab and click Manage locations
Once you click Manage locations, a right sidebar will appear where you can either click customize and follow the instructions in Step 2. Or you can select the QLM CRM Card checkbox an click save which will do the same (note it will add the CRM card to the bottom of you contacts right sidebar). If you clicked customize, skip to Step 2.6. If you clicked the checkbox and saved you can skip to Step 3.
Step 2: Add the QLM CRM Card to Your Contact Layout
Log in to your HubSpot account as an administrator.
Click Settings (gear icon) in the top navigation bar.
Navigate to: Data Management → Objects → Record Customization → And click Default view (or edit the view you want your users to see)
In the layout editor, locate the right sidebar section. Click the + Add button.
Select Card Library. In the search box, type: QLM CRM Card. Add the QLM CRM Card from the search results.
Click Save and Exit to update the layout.
The QLM CRM Card is now available on all Contact records that use this layout.
Step 3: Verify the Card Is Visible
Navigate to Contacts in HubSpot.
Open any contact record.
Look at the right-hand sidebar.
You should see the QLM CRM Card displayed alongside the other CRM cards configured for the Contact record.
If the card appears but no licensing information is displayed, complete the activation step below.
Activating the QLM CRM Card
For security and data isolation purposes, the QLM CRM Card will not display license data until your HubSpot account has been registered in the QLM system. It should look like the following before properly registered:
Contact QLM Support
Email our support team at support@soraco.co and provide the following information:
Your HubSpot Portal ID
Your License Server URL
Example:
Plain TextHubSpot Portal ID: 12345678 License Server URL: https://licenses.yourcompany.com
Once this information has been received, our team will add your organization to the QLM database and enable communication between HubSpot and your QLM License Server.
Confirming Activation
After QLM support has completed the setup:
Open a Contact record in HubSpot.
Locate the QLM CRM Card in the right sidebar.
Verify that license information is displayed.
The card will show licensing information associated with the contact, allowing your sales, customer success, and support teams to view licensing details directly from within HubSpot.
Troubleshooting
The QLM CRM Card Does Not Appear
Verify that:
The app has been successfully installed.
The card was added through Settings → Data Management → Objects → Record Customization → Default View
The updated layout was saved.
You are viewing a Contact record that uses the modified layout.
The Card Appears but No Data Is Displayed
Verify that:
Your organization has contacted QLM Support.
The correct HubSpot Portal ID was provided.
The correct License Server URL was provided.
QLM Support has confirmed that your organization has been activated.
There are licenses associated with the contact you're viewing
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