Easily Configure a Partner Portal for Hubspot

Softr just made it super easy to create a partner portal for sharing Hubspot data with external contractors like third-party business development teams without the cost of adding new users to Hubspot! In this video, we’ll show you how to connect Hubspot with Softr and build a fully functional partner portal application that allows you to efficiently distribute leads and share important contact information with external partners without compromising security or control over your data!



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00:00 Intro
00:21 Getting Started with Softr
00:39 Creating a New App in Softr Studio
01:06 Adding and Configuring Data Fields
02:21 Adding Users and Managing User Groups
03:49 Setting Page Visibility and User Permissions
04:11 Applicaton Preview and User Permissions
04:57 Creating Detailed Views for Individual Records
06:23 Adding Notes and Activities to Contact Details
07:31 Setting Conditional Filters for Data Display
08:30 Managing Record Visibility