HubSpot

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 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.

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.

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.

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.

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.

Supported HubSpot objects:

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.

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 and associated object IDs as association criteria.

As HubSpot admin, in addition to your core objects like Contacts, Companies, Deals, etc., you can create custom objects like orders, projects, vendors, etc., and define associations between them.

Use HubSpot custom objects for complete flexibility and control, matching your business needs.

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., the Calculation field that is automatically computed by HubSpot cannot be edited in Softr.

For some fields and objects inside of HubSpot, you may need to also enable Hubspot’s Sensitive Data scopes for your API connection. This is only necessary if you have issues accessing or changing certain fields in your HubSpot data. Learn how to enable Sensitive Data Scopes in HubSpot.