Create a client portal from Deals, Ticket, Companies, and Contacts

Build a branded client portal without leaving your CRM. You can send a request directly from the main HubSpot objects with a single click of a button. Select the campaign you want to use, your primary contact, and… it’s sent!

Pull CRM data and properties to customize your client portal

You can sync up your HubSpot data with Collect to customize your onboarding portal dynamically: - Choose what “elements” will be displayed on the portal with conditional logic. - Autofill the content of your client portal and emails with CRM data. - Pre-populate customer data from CRM records in your form fields.

Track advancement and validate documents directly within HubSpot

See updates instantly in the HubSpot timeline, so you always know what’s happening on your portal and the next step. Once documents are uploaded, or forms are filled, you can validate them directly from your HubSpot account.

Fully automate your processes with HubSpot workflows

You can set up a workflow in HubSpot to create a client portal automatically when a deal has just entered specific criteria. We will prepare the portal in the background and optionally send emails to invite your customer.