Documentation Index
Fetch the complete documentation index at: https://docs.softr.io/llms.txt
Use this file to discover all available pages before exploring further.
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, and build member dashboards backed by live HubSpot data — 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. 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.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, 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.
Example Use Cases
| Use Case | Description |
|---|---|
| Lead capture forms | Turn Softr form submissions into new HubSpot Contacts and Deals, complete with source attribution and custom fields. |
| Member sign-up sync | When a new user signs up to your Softr portal, automatically create a matching Contact in HubSpot. |
| Self-serve customer portal | Let members view and update their own HubSpot Contact record from inside a Softr app. |
| Internal sales dashboard | Build a Softr admin tool that lists open Deals from HubSpot, with one-click updates back to the CRM. |
| Support ticket intake | Convert Softr support form submissions into HubSpot Tickets and route them to the right pipeline. |
| Bulk segment management | Update or delete groups of Contacts at once from a Softr admin view — perfect for list cleanup or bulk re-tagging. |
How to Connect Softr with HubSpot
- Open your Softr app and go to Integrations → HubSpot.
- Click Connect 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.
- Add a HubSpot action to a workflow and choose the object you want to work with — Contact, Company, Deal, Ticket, or a custom object.
- Map fields from your Softr forms, records, or earlier workflow steps to the matching HubSpot properties.
- Save and activate your workflow.