<aside> 👉 HubSpot (beta) is available on all plans (subject to change upon full release).
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HubSpot is an integrated marketing, sales, and customer service platform that provides tools for businesses to attract, engage, and delight customers throughout their entire lifecycle. It can also act as a relational database. If you want to learn more about HubSpot and its features, make sure to check out the official HubSpot website.
Now, let's see how you can connect HubSpot, and then we'll take a closer look at some of the HubSpot features that are important to consider in that context.
Connecting your HubSpot data to Softr is super easy. Any HubSpot data source you connect in Softr can be used in all of the workspace’s apps, by all of the workspace’s collaborators.
<aside> 👉 You need to be a HubSpot Super Admin to connect.
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Let’s look at how to connect HubSpot as a data source. First, click on your workspace in the bottom left of the Softr Dashboard, then click Workspace Settings.
Click on workspace settings
On the next screen, you can see a list of all your connected data sources, as well as a button to add a new data source. Click Connect data source in the upper right of the screen. If you need to edit, re-authenticate, or remove a data source, click the 3-dot ellipses icon on the right of the data source. Note that guest collaborators cannot re-authenticate or remove data sources.
When adding a new data source, you will be asked to log in to HubSpot (if not already). When you continue, you'll be asked to grant Softr access to your HubSpot data.
When connecting a Softr block (e.g. a List block) to HubSpot, you need to select a HubSpot object like contact or a deal, and then map each block field to a corresponding HubSpot object’s property, to specify how exactly you want to display your data.
HubSpot Contact properties
Supported HubSpot objects: