How to Sync Contacts from CRM to Softr: 1-Min Guide

How to Sync Contacts from CRM to Softr

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to sync your CRM contacts with Softr.

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This is a step-by-step guide on how to sync contacts from CRM to Softr:

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in the Apps editor, navigate to the left sidebar and click 'Apps.'
Access and select the template where you want to sync your CRM contacts.
Click 'Data' in the upper part of the workspace.
Connect your data sources with this integration hub by clicking the '+' button.
Select 'HubSpot' to unlock CRM integration with your web app.
Click 'Continue' to proceed.
Select your HubSpot account to sync your contacts.
Click 'Choose account.'
Click your newly integrated HubSpot account.
Select 'Contacts' form the available choices.
Your CRM contacts has now been sync to your Softr account.

📌 Why this matters

Syncing your CRM contacts directly into Softr eliminates the tedious back-and-forth between platforms when building client portals, membership sites, or customer dashboards. You can instantly populate user directories, create personalized experiences, and maintain real-time data accuracy without manual updates.

The real power emerges when you realize this connection transforms static web apps into dynamic, data-driven experiences that automatically reflect your business relationships, making your Softr applications feel like natural extensions of your existing workflow rather than separate tools requiring constant maintenance.

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