How to set up HubSpot integration on CliPlace

Set up a CliPlace Customer Self-Service Portal for HubSpot and enjoy!

  1. Connect to HubSpot at
  2. Select the account you want to connect.
  3. Check which accesses you need to provide. Continue the connection if you agree. App requires a minimum of permissions.
  4. Customize the portal brand (logo, colors, domain).cliplace-branding-portal
  5. Configure access to the customer self-service portal. You can provide a CliPlace portal for all your contacts or selectively.cliplace-invite-contacts
  6. Send your customers email invitations to the CliPlace portal.cliplace-invitation-email
  7. Customers receive an invitation to the CliPlace portal.

If you have any questions – we will be happy to answer! Contact us here.

Leave a Reply