HubSpot as a data source (beta)

Announcements
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Softr-Hubspot (1)
Softr-Hubspot (1)2960×1480 154 KB

We’re delighted to announce the arrival of a new data source - HubSpot!

Softr enables small to mid-sized business owners, agencies, and leaders to take their operations to the next level, beyond marketing and sales processes foundations. Now, you can:

  • Let external users access your CRM with ease
  • Personalize the portal lifecycle experience
  • Build advanced capture forms
  • Connect HubSpot with internal workflows and data sources
  • Simplify and customize the user interface for your field salespeople and in-office teams

HubSpot (beta) is available on all plans (subject to change upon full release).

Read more about the launch in this week’s blog post.

What’s in beta:

  • connecting with HubSpot via OAuth
  • supported HubSpot objects: Contacts, Companies, Deals, Tickets, Tasks, Notes
  • support for HubSpot object’s custom properties
  • read & write actions (create, read, update, one-click update, delete)
  • supported dynamic blocks: list, list details, table, forms, and summary cards
  • eSignature field
  • auto-sync options for inline filters

Next iterations:

  • user sync (including user filtering)
  • support for other dynamic blocks

Try HubSpot as a data source, and share your feedback or questions in the comments.

:mega: PS. You’ll help us big time sharing the announcements on LinkedIn and X (formerly Twitter) .

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Softr Sessions (10)
Softr Sessions (10)2560×1440 235 KB

Learning HubSpot

February 20th at 5pm CET / 11am EDT / 8am PST

Also happy to invite you to engaging webinar where we showcase the powerful integration of HubSpot CRM and Softr. Discover how to build custom portals, interactive forms, and custom interfaces on top of your CRM data.

Register

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Update → Kanban block is now supported :tada:

PS. Can be used not just for sales pipelines :slight_smile:

How’s your experience with HubSpot so far? Anything’s missing, or not working as expected? Feel free to share your use cases :raised_hands:

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:tada: You can now associate Tickets with other Tickets.

When this is helpful? When you need your team to open up a new ticket when it is related to the one already closed, instead of re-opening the old ticket that would skew your support service reporting.

Any new feedback for the HubSpot integration?

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Would love to be able to use HubSpot as a data source for charts!

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Thanks for the feedback @djms11504, and noted! Feel free to share what kind of reports you want to show and your use case. Also it would be interesting to know how many records from HubSpot would be involved?

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Is there any chance a feature to allow the logged in softr user to be linked to a Hubspot contact to enable chat (https:// knowledge. hubspot. com/chatflows/chat-with-logged-in-visitors) will be developed?

There was mention of this being developed for Intercom (https:// community .softr. io/t/i-need-help-to-enable-intercom-identity-verification-with-my-softer-app/2851). I think it would provide a much better experience with Hubspot though given that Hubspot is a data source now.

Thank you!

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This one yes soon.

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