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Building a No Code Real Estate Portal with Custom Objects and Softr

HubSpot Hacks
27.1K subscribers
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1K views 5 months ago #hubspot #nocode #softr
HubSpot Custom Objects are so amazing! Learn how you can pair them with a no code tool like Softr for a powerful client portal in real estate. If you want to try out Softr for free, go here 👉🏻 https://bit.ly/3AvF3s6 Get 50% off Softr's Business plan for one month using code "HH50" 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. This step-by-step tutorial covers:  …...more
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Building a No Code Real Estate Portal with Custom Objects and Softr
12Likes
1,044Views
Nov 52024
HubSpot Custom Objects are so amazing! Learn how you can pair them with a no code tool like Softr for a powerful client portal in real estate. If you want to try out Softr for free, go here 👉🏻 https://bit.ly/3AvF3s6 Get 50% off Softr's Business plan for one month using code "HH50" 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. This step-by-step tutorial covers:
  • Integrating HubSpot’s custom objects with Softr
  • Structuring a client portal with custom permissions
  • Using HubSpot data to create an accessible, secure interface for clients and team members alike
With the flexibility of Softr and HubSpot, creating a client portal has never been easier! Get more tips like this on our weekly newsletter: https://hubs.ly/Q016Xfn-0 Jump to a specific part of the video: 00:00 Introduction 01:06 Custom Objects in HubSpot 02:06 Connect Data Sources in Softr 02:26 Create a New App in Softr 03:53 Edit Pages and Properties in Softr 06:51 Build Listing Page in Softr 10:40 Softr Property Details Pages 15:22 Users and Permissions with Softr _____________ 📚ADDITIONAL RESOURCES: Register for upcoming webinars ➡️ https://simplestrat.com/webinars/ 👉🏻 Need some more help with HubSpot? Or training for your team? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is the unofficial weekly YouTube series hosted by the HubSpot consultants at 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 (  / alischwanke  ) 🙎🏼‍♂️ Tyler Sprunk (  / 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 ____ DISCLAIMER: This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc. The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video. #hubspot #nocode #softr #hubspottutorial

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