HubSpot integration
Connect HubSpot with your Softr applications to keep your CRM in sync with everything happening inside your no-code app. Capture leads from forms, sync member sign-ups to Contacts, push deals from your sales tools, build member dashboards backed by live HubSpot data, and start workflows when a record is created or updated in HubSpot — all without writing a line of code.Overview
The Softr HubSpot integration links your Softr app directly to your HubSpot account so customer data flows both ways. Whenever someone signs up, fills out a form, updates a record, or takes an action in your app, you can create or update Contacts, Companies, Deals, or Tickets in HubSpot automatically — and pull HubSpot records back into Softr lists and detail pages just as easily. It also works the other way round: the Record created and Record updated triggers start a workflow when something changes in HubSpot, so your app, your team’s Slack channel, or your Softr database can follow the CRM. This makes HubSpot a natural fit for Softr customer portals, lead capture sites, internal sales tools, and member dashboards. Use it to turn your Softr forms into a CRM intake funnel, give your sales team a self-serve dashboard of HubSpot deals, or let members see and update their own CRM record from inside your app.Available Actions
Add record
Create a HubSpot record (Contact, Company, Deal, Ticket, or any custom object) from a Softr form submission, sign-up, or workflow step.Get record
Look up a single HubSpot record by ID and pull its fields into your Softr app — perfect for showing a member their own profile or surfacing a deal on a detail page.Get records
Fetch a list of HubSpot records with optional filters and sorting, ready to display in a Softr list block, table, or kanban.Update record
Update the fields on a HubSpot record when something changes in Softr — a form edit, a status change, or a member updating their own profile.Update records
Update multiple HubSpot records in one workflow step — useful for bulk status changes, segment tagging, or syncing edits made across a Softr table.Delete record
Remove a HubSpot record when it’s no longer needed — for example, cleaning up a lead a member has dismissed or a duplicate flagged in your admin tool.Delete records
Delete multiple HubSpot records at once, ideal for bulk clean-up workflows triggered from your Softr admin dashboard.Available Triggers
HubSpot triggers use background polling: Softr checks HubSpot for changes at a regular interval, so a workflow starts shortly after the change rather than the moment it happens. The interval depends on your plan (every minute on Professional plans and above) and is shown on the trigger in the workflow builder. Each trigger watches one object — Contacts, Companies, Deals, Tickets, or any other object the integration supports, including your custom objects.Record created
Starts a workflow when a new record is created in the selected HubSpot object — a new Contact from a HubSpot form, a Deal your sales team opened, a Ticket logged by support. Run a test on the trigger to pull a recent record and see the properties available to later steps.Record updated
Starts a workflow when a record in the selected HubSpot object is edited — a deal stage moves, a contact’s lifecycle stage changes, a ticket is closed. Add a Filter step after the trigger to act only on the changes you care about.Key Benefits
- No-code CRM automation: Wire your Softr forms, sign-ups, and record actions to HubSpot visually — no developers, no Zapier zaps to maintain.
- Two-way data flow: Push new records into HubSpot and pull existing ones back into Softr lists and detail pages, all from the same workflow builder.
- Built for customer portals: Give members a branded Softr experience while your team continues to work in HubSpot — both sides stay in sync.
- Works across every HubSpot object: Contacts, Companies, Deals, Tickets, Notes, Tasks, Leads, Projects, Products, Line Items, Invoices, Subscriptions, Listings, Appointments, and your custom objects are all supported with the same simple actions.
- Bulk operations included: Update or delete many records in a single step when you need to act on a whole segment at once.
- React to CRM changes: Start a workflow when a record is created or updated in HubSpot, so the rest of your stack keeps up without anyone copying data by hand.
Example Use Cases
How to Connect Softr with HubSpot
- Open your Softr app and go to Workflows.
- Create a new workflow and add a HubSpot trigger, such as Record created, or a HubSpot action, such as Add record.
- Click Connect to HubSpot and sign in to authorize Softr to access your HubSpot account.
- Pick the HubSpot account or portal you want to connect if you manage more than one.
- Choose the object you want to work with — Contact, Company, Deal, Ticket, or a custom object.
- For an action, map fields from your Softr forms, records, or earlier workflow steps to the matching HubSpot properties. For a trigger, run a test to pull a sample record.
- Save and activate your workflow.