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

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