Building a Client Portal Using HubSpot Data with No Code Tools

Video Description

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 _______________ 💻 Get your Softr account with a one-month Free trial today: https://www.softr.io/?utm_source=hubspot_hacks&utm_medium=influencer&utm_campaign=using_nocode_tools_and_hubspot_together _____________ 📚ADDITIONAL RESOURCES: Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube 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 (https://twitter.com/alischwanke) 🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60 #hubspot #hubspotpartner #nocode