Building a Client Portal Using HubSpot Data with No Code Tools

Learn how you can easily use HubSpot with no code tools to keep clients engaged and informed about your deals, tickets, and more.

No code platforms like Softr make it fast and easy to take your HubSpot data and sync it to an external application, or in this case, a custom built client portal.

You don't even need to be a developer to set it up or manage the access, including password protected pages, sign in, sign out, and more. We'll walk you through all of that and open up ideas for the possibility of so much more down the line.

Tune in to learn about:
- Setting up and customizing a client portal in Softr for the first time
- Using HubSpot as a data source to set up a client portal in Softr
- How to set up filters to get specific information for each client or ticket
- What else is possible with the HubSpot integration with Softr

00:00 Introduction
00:58 Using HubSpot as a Data Source in Softr
03:12 Selecting an Object to Display From HubSpot in Softr
03:35 Create Filters for Client Information in Softr
05:04 Setting Up a Client Portal with Softr for the First Time
07:33 Customize Your Client Portal in Softr
08:57 Finding Specific Deals in Softr
09:23 Adding Sections to Your Client Portal in Softr
10:52 Things to Consider When Connecting Softr to HubSpot
12:09 Sync Options with Data Source
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📚ADDITIONAL RESOURCES:

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🎬ABOUT HUBSPOT HACKS:

Hosted by:

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💬QUESTIONS OR FEEDBACK?
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#hubspot #hubspotpartner #nocode

[pablobobatty]

Is it possible to add several locations for one company? For example: ACME Phoenix, AZ is the main location but they have a location in Chula Vista, CA but the location shares the same website?

Thank you!

[tongvang]

Gz too expensive for us small business. We're trying to get through our struggle and our struggle just keeps getting expensive 😢😢😢

[ScottMoyse]

Shame the HubSpot connection is only available in the $269 per month tier. I looks cool though.

[mikee]

Great video. Is it possible for clients to send a reply to a ticket from the portal?