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Overview
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.
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 recordCreate a HubSpot record (Contact, Company, Deal, Ticket, or any custom object) from a Softr form submission, sign-up, or workflow step.
- Get recordLook 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 recordsFetch a list of HubSpot records with optional filters and sorting, ready to display in a Softr list block, table, or kanban.
- Update recordUpdate 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 recordsUpdate multiple HubSpot records in one workflow step — useful for bulk status changes, segment tagging, or syncing edits made across a Softr table.
- Delete recordRemove 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 recordsDelete multiple HubSpot records at once, ideal for bulk clean-up workflows triggered from your Softr admin dashboard.
Example use cases
- Lead capture formsTurn Softr form submissions into new HubSpot Contacts and Deals, complete with source attribution and custom fields.
- Member sign-up syncWhen a new user signs up to your Softr portal, automatically create a matching Contact in HubSpot.
- Self-serve customer portalLet members view and update their own HubSpot Contact record from inside a Softr app.
- Internal sales dashboardBuild a Softr admin tool that lists open Deals from HubSpot, with one-click updates back to the CRM.
- Support ticket intakeConvert Softr support form submissions into HubSpot Tickets and route them to the right pipeline.
- Bulk segment managementUpdate or delete groups of Contacts at once from a Softr admin view — perfect for list cleanup or bulk re-tagging.
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.
- Open your Softr app and go to Workflows.
- Create a new workflow and add a HubSpot action.
- 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.
- Map fields from your Softr forms, records, or earlier workflow steps to the matching HubSpot properties.
- Save and activate your workflow.
