Create a client or customer portal
powered by your HubSpot CRM data
Add a user-friendly front end to your HubSpot data — no code required.
Trusted by 500,000+ teams worldwide
“I’ve dreamed of having a client portal for probably 10 years. I’ve tried to implement one with so many different tools and would get frustrated and let it go. I played with Softr and immediately went ‘this is it!’”
Rebecca Berneck, CEO, Officeheads
Streamline communication with a HubSpot client portal
Create a custom client or customer portal without having to upgrade your HubSpot plan. Any changes to your data in HubSpot will instantly reflect on your Softr app, and vice versa.
Show clients and customers only what they need to see
With advanced permissions, you can tailor client portal access for different user groups. Empower internal and external users to access the HubSpot data they need easily and securely.
Collect information to fit your exact workflows
Allow clients to submit information through a Softr conditional form or portal interface, and your HubSpot records will automatically update in the background.
How it works
1. Connect your HubSpot data
Connect your HubSpot account to your Softr workspace in seconds (more info).
2. Build your app with blocks
Use pre-built blocks — including Lists, Forms, Tables, and more — to customize how your data is displayed.
3. Share with your team and clients
Invite your clients, partners, and teammates to log into your app on any device.
Why do businesses trust Softr for client and customer portals?
Stay on brand
Customize the design of your portal to align with your brand guidelines.
Advanced permissions
Mobile app
Conditional forms
Custom code
Enterprise-grade security
Frequently asked questions about building
a HubSpot client or customer portal
Softr is the easiest way to build custom apps and portals without code. Just connect it to your preferred data source (including HubSpot!) and create gated content, add memberships and user edit permissions, integrate with third-party services, and so on.
Yes, there's a 30-day free trial available for all the paid plans, and there's also a "free forever" plan that gives access to most of the key features, so you can build and iterate for as long as you want.
With advanced permissions, you can easily and securely tailor access for different user groups, giving each client a different user group, for example. This allows you to control what HubSpot data different types of users can access, and which actions they can take.
It’s easy! You’ll be prompted to authenticate and connect your data source during onboarding. In other cases, go to your Application Settings and navigate to Data Sources. Next, click Connect a Data Source and select HubSpot from the list.
Check out this video to see how to build a client portal using HubSpot with Softr. We also have help docs to answer any questions you have, and offer speedy chat support on all plans (even free!).
