In this article:
✍️ Note
Crossbeam is migrating customers from the legacy Crossbeam Copilot app to the new Crossbeam integration. The legacy card is labeled Crossbeam, and the new card is labeled Crossbeam Copilot. Both cards can run side by side during migration.
This migration is required by a HubSpot platform change.
Before You Begin
❗️Important
In HubSpot
Customizing a record view (Step 1) and managing Connected Apps (Step 3) both require HubSpot Super Admin access or a permission set that includes App Marketplace Access and Account Customization. If you don't have these permissions, contact your HubSpot Super Admin before starting.
Click here for the HubSpot Permissions Guide.
Add the New Crossbeam Copilot Card
Navigate to your HubSpot instance and open CRM
Open a record and click Customize on the right-hand sidebar
Select the default view or the specific view used by the customer's team
Click the + icon to add a card
Search for Crossbeam and select the Crossbeam Copilot card from the results
Click Save and exit
Confirm the New Card Is Loading
Return to the record and refresh the page
You'll see both the legacy card and the new card loading. The new card is labeled Crossbeam Copilot
Uninstall the Legacy Integration
Click the settings gear icon at the top of HubSpot
Navigate to Integrations > Connected Apps
Identify the correct app to uninstall. Two apps will be listed:
The new connection, Crossbeam, powering the migrated card
The legacy app, Crossbeam Copilot
Select the legacy app and click Uninstall
Type uninstall to confirm
Verify the Legacy Card Is Removed
Go back to CRM and open the same record
Confirm the legacy card is gone and only the new Crossbeam Copilot card remain
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