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Embedding Apps in Your Client Portal

Create a seamless experience for clients by embedding apps your clients already use—like Calendly, Google Sheets, videos, forms, and more.

Hubflo Team avatar
Written by Hubflo Team
Updated yesterday

In this article

Embedding apps into your client portal helps you:

  • Centralize tools: Keep all content and links in one place—no more sending clients to 5 different websites.

  • Create a seamless client experience: Clients can engage with your content directly, without leaving your portal.

  • Save time: No custom development or back-and-forth emails—just paste a public link.

  • Personalize the portal: Embed what matters to your workflow—whether it's scheduling, reporting, or showcasing work.

Common Use Cases

Here are common ways service-based businesses use embedded applications in Hubflo.

Use Case

Embed Type

Client booking

Calendly link

Progress updates

Google Sheet or Airtable embed

Intro or walkthrough videos

Loom or YouTube

Portfolio showcases

Notion pages, custom websites, Instagram posts

Feedback & surveys

Typeform, Google Forms

Live dashboards

Databox, Power BI, or Google Data Studio

How to Embed

To embed any public app or page go to the client or workspace template.

  1. Click on “Embed”

  2. Paste the public URL into the field

  3. When adding an Embed, you can customize the way it appears:

  • Display Mode
    Choose how your app or content is shown:

    • Inline – Embed it directly into the workspace

    • Full Page – Open it in a dedicated tab for more space

  • Title & Icon
    Add a clear title and choose an icon so clients know what to expect

Common embed ideas

  • Calendly or scheduling tools

  • Form builders (Typeform, Google Forms, etc.)

  • Loom or YouTube videos

  • Notion pages or Google Slides

  • Dashboards or reports from tools like Databox or Looker Studio

💡 Want to embed a form, Excel sheet, presentation, or social feed? As long as it has a public URL, you’re good to go.

Set Up Embeds Across All Workspaces

If you want an embedded app to appear automatically across all your client workspaces, you can add it as a Global Item.

Global Items make it easy to maintain consistency—perfect for onboarding videos, company updates, or shared calendars.

👉 Learn how to set up Global Items →

Editing Embeds in Individual Workspaces

If an embed is shared across multiple client workspaces (for example, a Google Sheet added as a Global Item), you’ll need to manage it through:

Settings ⚙️ → Client Portal → Global Items

Editing a Global Item here will update the embed across all workspaces. But if you only want to change an embed for one specific workspace:

  1. Go to the workspace where you want the change

  2. Select the three dots (...) on the embed

  3. Click Edit

  4. Paste your new link

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