HubSpot (beta)

Using HubSpot as a data source for your Softr app.

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

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 to HubSpot

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.

You need to be a HubSpot Super Admin to connect.

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
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.

Notion image

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.

Objects, fields, and field types

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
HubSpot Contact properties

Supported HubSpot objects:

  • Contacts
  • Companies
  • Deals
  • Tickets
  • Notes
  • Tasks

Each HubSpot object’s property has its predefined type (as opposed to Google Sheets). There are multiple field types such as Single-line text, Date picker, Dropdown select, and more. Similarly, Softr also offers a wide variety of field types, and you need to make sure to select appropriate types when mapping fields from HubSpot to Softr.

Below, you can see how we’ve used an Image field type on Softr’s List block and linked it to a custom deal property “Project Image” on HubSpot, which has a File type.

You can learn more about each field type in the List block overview.

Notion image

HubSpot object associations

HubSpot object associations have a special role, and this is what makes HubSpot’s underlying data a relational database. It allows you to link one object to another and show related data.

For example, if we have two HubSpot objects: Tasks and Deals, we can create multiple Tasks associated with a Deal.

Softr allows you to display associated information using the Linked List concept.

HubSpot Computed Fields

Generally speaking, any field that you can edit in HubSpot is also editable via Softr. However, there are some exceptions to this rule, e.g. Calculation field that is automatically computed by HubSpot cannot be edited in Softr.

Did this answer your question?

Last updated on February 13, 2024