Cash Flow Portal
Sync your real estate CRM’s contacts and investments with HubSpot.
Built by - Cash Flow Portal
Installs - 50+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Cash Flow Portal Subscription - Portal, Platform, or Enterprise plans
Overview
1/4 - Connect HubSpot to Cash Flow Portal
Cash Flow Portal: Your real estate CRM, seamlessly integrated with HubSpot. Sync contacts and investments to HubSpot with minimal setup required—we manage the integration for you.
Features
Automatically sync investments to HubSpot
Effortlessly connect Cash Flow Portal with HubSpot for streamlined investment and contact management. A "Cash Flow Portal" pipeline is automatically created in HubSpot, where all investments are exported and tracked. Pipeline stages mirror investment statuses in Cash Flow Portal, allowing customization of stage names, probabilities, and order.
Automatically sync contacts to HubSpot
This feature allows you to connect your Cash Flow Portal account and automate your workflow. Every time you get a new contact or update a contact’s information in your account, the information will be sent over to HubSpot automatically. You can then send them marketing emails without needing to manually change their information.
App Functionality
Shared Data
Contact | ||
Contact details | ||
Contact without email address | ||
Investment status | ||
Investments |
Reviews
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Pricing
Portal
$999
/monthReporting
Allocations & distributions
Fund accounting
Compliance
Core CRM
Equity raising
Investor portal
Portal
$999
/monthReporting
Allocations & distributions
Fund accounting
Compliance
Core CRM
Equity raising
Investor portal
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/20/2026
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