Contact 360

Contact 360 adds a card to contact records that shows everything you need to understand a contact’s status and history at a glance.

CRM object: Contact

What it shows

• Lifecycle stage badge — colour-coded stage from Subscriber through to Evangelist
• Open deals — count and total pipeline value of all active deals
• Associated company — name, industry, and location
• Contact details — job title and date of last activity
• Recent activity — up to 3 most recent engagements with type, date, and preview

Requirements

Minimum HubSpot licence: Sales Hub Professional

HubSpot UI Extensions (CRM cards) are available on Professional and Enterprise tiers. Contact records and deal associations require Sales Hub Professional or above.

Required scopes

The following scopes must be included in your Personal Access Key:

Scope	Reason
crm.objects.contacts.read	Read contact properties
crm.objects.deals.read	Fetch associated open deals
crm.objects.companies.read	Fetch associated company
crm.objects.contacts.read	Read engagements and activity

CRM properties read

• Contact: firstname, lastname, email, jobtitle, lifecyclestage, hs_lead_status, notes_last_activity
• Deals (associated): dealname, amount, dealstage, closedate, hs_is_closed
• Company (associated): name, industry, city, country
• Engagements: hs_timestamp, hs_engagement_type, hs_body_preview

Installation

1. Open Trading Cards from the HubSpot top nav
2. Find Contact 360 in the template library
3. Click Deploy
4. The card appears on contact records within ~20 seconds