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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💻 Get your Softr account with a one-month Free trial today: www.softr.io/?...
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📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016XfN60
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
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