Need a client portal that provides real-time access to essential data without the need for extra HubSpot seats? With HubSpot and Softr, you can create a secure, tailored portal that delivers exactly what your clients, stakeholders, or external sales agents need.
In this video, we'll guide you through building a no-code client portal using HubSpot's custom objects and Softr.
Perfect for teams sharing specific data like project updates or property listings, this tutorial covers setting up custom permissions, displaying HubSpot data dynamically, and organizing information effectively for a seamless client experience.