Skip to main content
Book a call
Home
Cases
Events
Contact
Book a call

Webinar

Self-service portals

What if your customers could handle more themselves, without separate tools, manual handovers or another system sitting next to your CRM?

In this webinar, we show how HubSpot can be used to build secure self-service portals where customers and other users can view information, update data and take action themselves. All directly connected to the data and processes already living in HubSpot.

What to expect

A practical look at what a customer portal on top of HubSpot can actually do.

We start with why self-service matters and where it can take pressure off your teams. Then we move into HubSpot itself and show how Memberships and access groups provide the foundation for personalised, secure portal experiences.

Most of the session is hands-on. You'll see a working portal where users can access personalised content, create records, place orders, manage support requests and even manage members of their own organisation.

The goal isn't to show a theoretical portal concept. It's to demonstrate how far you can take self-service while keeping HubSpot at the centre of the experience.

  • 3 March 2026
  • Online
  • Dutch

Register here

Sign up for the webinar and we'll bring you to the recording.

Who should watch this?

This session is for teams that want to give customers or other external users more control, while keeping their CRM at the centre of the process.

  • CRM and RevOps teams responsible for HubSpot
  • Service and support teams looking to reduce repetitive requests
  • Marketing and customer success teams improving the customer experience
  • IT and operations teams evaluating customer portal solutions
  • HubSpot teams looking to get more from their existing CRM data and processes

Programme

Agenda

  1. Why self-service?

    Where traditional customer channels create unnecessary friction and why self-service is becoming a more important part of the customer experience. We look at the balance between better service for customers and reducing repetitive manual work for internal teams.

    Chiel-Bas ten Voorde

  2. Building secure access with HubSpot

    How HubSpot Memberships and access groups can determine who gets access to which part of a portal. We show how CRM data can drive personalised access and experiences without creating a completely separate customer platform.

    Teun Rutten

  3. Live self-service portal demo

    A practical walkthrough of a working portal built on HubSpot.

    Teun Rutten

  4. Where do you start?

    What it takes to turn a self-service idea into something usable. We discuss how to start with a focused use case, use the data and processes you already have in HubSpot, and expand from there without immediately turning the project into a large IT programme.

    Teun Rutten

  5. Q&A

    Questions from the live audience about the practical and technical side of building portals with HubSpot.

    Chiel-Bas ten Voorde

Speakers

Meet the experts

  • Teun_PORTRET_1000x1250

    Teun Rutten

    Head of Development & Design · Bright Digital

    Works on the technical and experience side of HubSpot, including customer portals, CRM integrations and custom digital experiences.

01 / 02

FAQ

Good to know

Yes. The live webinar took place on 3 March 2026. The full recording is now available on demand.

No. We do show HubSpot itself and go fairly deep into a working portal, but the session is also relevant if you're responsible for CRM, service, customer experience or operations rather than development.

We demonstrate a HubSpot-based self-service environment with personalised access, courses, ordering functionality, support tickets and organisation management.

No, although the session is most relevant if you already use HubSpot or are considering HubSpot as the central platform for your CRM and customer processes.

Clarity creates confidence. Confidence creates action.

Six & Flow exists to make growth simple

Book a call