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HubSpot

Using HubSpot as a data source for your Softr app.

HubSpot is an integrated marketing, sales, and customer service platform that provides businesses with tools to attract, engage, and delight customers throughout their lifecycle.

It can also act as a relational database. To learn more about HubSpot and its features, visit the official HubSpot website.

In this article, we will cover how to connect HubSpot and then take a closer look at some of the features that are important to consider in that context.

1. Connect your HubSpot account

To use HubSpot in Softr, you must first connect your HubSpot account. Any HubSpot data source you connect in Softr can be used by all of the workspace’s collaborators in all of the workspace’s apps.

Add HubSpot data source to your workspace

  1. In Softr Studio, click Integrations in the left menu.

  2. Click Connect new.

The Integrations page, with the Connect new button

The Integrations page, with the Connect new button.
  1. In the Select an integration window, click HubSpot.

The Select an integration window with the HubSpot tile highlighted

The Select an integration window.
  1. Proceed to authenticate your account.

Grant access to HubSpot

  1. Sign in to your HubSpot account.

  2. Select which account you want to connect to Softr.

HubSpot account chooser with the Choose Account button

2. Connect your HubSpot data to a Softr app

Once your HubSpot account is connected, you can use the authorized account across one or multiple Softr applications.

Connect the HubSpot objects to a Dynamic Block

To display your data in the app, connect a dynamic block (e.g. List, Grid, Table) to your HubSpot objects:

  1. In the Block source tab, select the authenticated HubSpot integration.

  2. Choose the Object you want to use.

The Source panel with the Account set to HubSpot and the Object set to Contacts

Selecting HubSpot objects.

Supported HubSpot Objects

Softr supports the following HubSpot objects:

  • Contacts

  • Companies

  • Deals

  • Tickets

  • Notes

  • Tasks

  • Leads

  • Projects

  • Products

  • Line Items

  • Invoices

  • Subscriptions

  • Listings

  • Appointments

  • Custom Objects

Mapping HubSpot object fields

When you select the object type you want to show, you can customize which object properties you want to visualize alongside. Each HubSpot object has predefined field types like text, dropdowns, and date pickers. Since Softr also has its field types, it’s important to map fields correctly to ensure your data appears as expected.

For example, if a HubSpot deal property contains an image stored as a File type, you should map it to a Softr Image field in a List block so it displays correctly.

The Content tab of a List block on HubSpot deals, with the Deal image property shown as an Image field

Mapping HubSpot object properties.

Supported Properties

Softr supports:

  • All default HubSpot object properties

  • All custom properties you’ve created in HubSpot

However, some read-only fields cannot be edited in Softr, including:

  • Computed fields like Calculation fields, Rollup, Count, and Formula fields.

HubSpot object associations

HubSpot works as a relational database, meaning objects can be linked together through associations. This allows you to display related data, such as:

  • A Deal with multiple Tasks linked to it

  • A Company associated with multiple Contacts

In Softr, you can show associated objects using:

  1. Linked List Block

  2. Associated Object IDs property

You can also use associated objects in Visibility Conditional Filters, the same as with other data sources.

FAQs

Why can't I see certain HubSpot fields in Softr?

Some HubSpot fields and objects require Sensitive Data scopes for API access. You may need to enable these permissions in HubSpot if certain data is missing or restricted. Learn how to enable Sensitive Data Scopes in HubSpot.

Can I use multiple HubSpot accounts in one Softr app?

Yes! You can connect multiple HubSpot accounts but need to use separate Softr blocks for each object.

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