This guide explains how to set up and use Euler’s HubSpot UI Extension. The extension adds a card to the Company record in HubSpot, allowing anyone in your HubSpot portal to send referrals directly to partners.
Overview
The Send Referral card is a HubSpot UI Extension installed through Euler. Once enabled, it appears on the Company record view in HubSpot and provides:
A one-click way to send referrals from HubSpot to your partners.
Automatic partner and contact selection from HubSpot records.
A recent referrals section that shows submitted referrals and their statuses.
This article walks you through how to:
Integrate HubSpot with Euler.
Add the Send Referral card to your Company record layout.
Send a referral through the card.
Step 1: Integrate HubSpot with Euler
Log into Euler.
Go to Integrations.
Under HubSpot UI Integration, click Integrate.
Step 2: Add the Card to HubSpot Company Records
After integration, an admin in HubSpot will need to configure the layout to include the new card.
Option A: From a Company Record
In HubSpot, navigate to Companies.
Open any company record.
Click Customize.
Select the view you want to edit (most teams use Default view).
Option B: From HubSpot Settings
Go to Settings in HubSpot.
Under Objects, select Companies.
Click Record customization.
Choose the view you want to edit (e.g. Default view).
Add the Card
In the customization editor, click Card library.
Filter for Apps.
Locate the card titled Send referral to partner.
Click Add, then Save and exit.
The card is now added to the Company record view.
Step 3: Send a Referral
Once the card is live on the Company record:
Open a company in HubSpot.
In the Send referral to partner card, click Send referral.
Select a Contact from the company record. This is the person you’re referring.
Select one or more Partners to send the referral to.
Select the Referral form to use. (Most organizations will only have one outbound referral form.)
Euler will pre-populate contact information where possible.
Click Next to review the referral form.
If everything looks correct, click Submit.
Step 4: Track Recent Referrals
After submission:
The partner is notified of the referral.
The card updates with a Recent referrals section.
You can see:
The partner referred to.
The submission date.
The referral status.
Summary
The Send Referral HubSpot UI Extension makes it easy to:
Connect HubSpot companies and contacts to partners in Euler.
Send referrals without leaving HubSpot.
Track referral submissions and statuses in one place.