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Tired of answering the same client questions over and over again? Our client portal helps save you and your clients time by keeping communication and collaboration hosted in one place. Use this template to strengthen your relationships with your clients and simplify the client experience.

## Why you should create a client portal with Zapier
Create a transparent, cohesive, client-friendly experience with a client portal built with Zapier by leveraging this template. Easily connect to and automate with 6,000+ apps to keep critical activities and documents up-to-date for each of your clients. Make each client project transparent and simple to follow along.

## How the template works
Use this template to build out all the pieces of your client portal:

- Create a home page with custom branding and a project selector that sends clients to a Project Details page that includes important information and a kanban board with key action items, tasks and their statuses. 

![Client portal in Zapier project details](//images.ctfassets.net/0sppvm4cmdq7/67FDuPh6J7e64pK4gEzbIj/306c29c86a52af96a6aa5a24fbbbb183/0de24979360a21b79c21fe533e419bb3.png)

- Set up a Get Help form and customized chatbot that gives clients an easy way to reach out to you with specific requests. 
- Store client data and documents in the Documents page for your clients’ easy access
- Automated workflows (Zaps) edit the names of projects for easy reference and also send automatic email notifications when the Get Help form is filled out.

![Client Portal get help page](//images.ctfassets.net/0sppvm4cmdq7/5AN7rzoBOBq2iV1OaHWcs7/b117bca44b3cbad0f177098366858b66/110ad1b72c26e4819935cbeb32c8bdd3.png)

To get started:

1. click __use template__
2. add items directly into the Project, Tasks, and Documents tables
3. View the Get Help page and edit the form fields and optionally set up conditional logic 
4. Go to the interface settings and set up navigation
5. Optionally create managed users for your client 
6. Send your client the interface URL 

## Who should use this template
If you're a freelancer juggling gigs, an agency with a roster of clients, or any service-focused business leader, this template is your new best friend. It's an automated client portal for those who want to improve their client communications, streamline project management, and deliver a polished, professional client portal experience.

## Key benefits of this client portal
- Spend less time on admin and more time on what you do best: serving your clients and expanding your business.
- Easily connect to existing tools you use for clients by using a Zapier workflow with 6,000+ app integrations
- Customize the pages, fields, form, and chatbot to fit each client’s needs and feedback

## How to build your own client portal in Zapier
Watch the video below for a detailed tutorial of how to build a client portal from scratch within Zapier. 
<iframe width="100%" height="450" src="https://www.youtube.com/embed/rY4q-zwZuyU?si=tNf5vOJaX1k8ktpI" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>


Your all-in-one hub for client projects, tasks, documents, and forms with a custom chatbot.

Create a centralized client portal with project updates, tasks, documents, and easy communication. Get client feedback, list action items, and more.

Client Portal Template

Client Portal

Zapier's Simple CRM Template helps to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. This end-to-end CRM solution includes a form to collect leads, a datasheet to store lead information, and a visual tracker to manage the status of each lead and initiate actions when needed. Whether you’re tracking leads, negotiating deals, or closing sales, our Simple CRM Template streamlines the process.
The template consists of two landing pages ([via Zapier Interfaces](https://zapier.com/interfaces)), one datasheet ([via Zapier Tables](https://zapier.com/tables)), and one automated workflow ([via Zaps](https://zapier.com/how-it-works)).

## Tailored to Your Unique Needs

Kick off the sales process with a “Contact Page” which allows you to customize text or add extra fields such as email address, name, company, and status (lead, qualified, negotiated, closed). The page is highly flexible, allowing the addition of various components, including images and videos for guided walkthroughs.

## Track in CRM-Style Kanban Views

Once a contact form is submitted, the data is stored in a Zapier Table or datasheet and is then visualized in a Kanban view, which visually presents the status of contacts. In the Kanban view, users can easily drag cards, create new cards, edit cards, and delete cards. You can also specify details to be displayed on the cards.

## Increase Speed to Close

When a card is moved from one status to another, it triggers an action, or a Zap. For instance, if a lead moves from negotiating to closed, an email can be sent to the customer with onboarding material. Overall, this enhances the user experience and ensures a timely follow-up, all while saving you time.

A Simple CRM, without all the bells and whistles.

Simple CRM Template is a solution to manage contacts and sales processes seamlessly. Customize, add contacts, and track statuses visually with our CRM template.

Simple CRM Template

Simple CRM

client-management-app-01-zoho

client-management-app-02-monday

client-management-app-03-zapier

client-management-app-04-hubspot

client-management-app-05-freshsales

client-management-app-06-vtiger

client-management-app-07-capsule

Best apps

best-client-management-apps-hero

Zoho CRM

monday.com

HubSpot

Vtiger CRM

Capsule

Freshsales

Zapier Tables

Client management apps help you organize, track, and communicate with your business's clients. Here are the best client management tools available in 2025.

The 7 best client management apps in 2025 | Zapier

The 7 best client management apps in 2025

Who has time to switch back and forth between platforms? Make your workflow a tad smoother with this integration, which will allow you to automatically add contacts to Google Ads customer lists as soon as they're added to a list in HubSpot. Save yourself from copying and pasting between platforms, which means more time for you to do meaningful work.

Google Ads

Add new HubSpot contacts to Google Ads customer lists

Use this integration to automatically import new leads from Google Ads into HubSpot as contacts. This Zap saves you from the tedious task of duplicate data entry!

Create contacts in HubSpot for new leads from Google Ads

Your customers will never miss an important promotional email from you because you forgot to update your Mailchimp list. This HubSpot-Mailchimp integration automatically adds new HubSpot contacts to a Mailchimp list so you can focus on designing the perfect email campaign instead of copying your contacts list.

Mailchimp

Add new HubSpot contacts to Mailchimp lists

Need to use items on monday.com to go over your Google Sheets? Whether you're receiving data from forms or working on it yourself, we can take care of that connection once you activate this Google Sheets-monday.com integration. It will trigger every time you create a new row on Google Sheets, automatically adding the row as an item to your chosen board so you can get to work.

Google Sheets

Create items on a monday.com board for new rows on Google Sheets

This integration automatically adds items in monday.com as soon as new invitees are added to your Calendly account, saving you a tedious manual data entry chore.

Calendly

Add items in monday.com for new invitees created in Calendly

When you have new submissions of your online form, you may need to add the details to your task tool. This integration makes it easy by automatically creating an item on a board in monday.com when there is a new form submission in Gravity Forms. You won't have to manually create tasks again.

Gravity Forms

Create monday.com items on boards for new form submissions in Gravity Forms

Are you manually uploading leads from Facebook to Vtiger CRM? Once this integration is configured, you won't have to. New Facebook Lead Ads leads will be automatically added to Vtiger CRM, speeding up your sales cycle and freeing up time for more important tasks.

Facebook Lead Ads

Add new Facebook Lead Ads leads as leads in Vtiger CRM

Use this integration to send funnel events to Facebook Conversions from Vtiger CRM, which will help improve ad campaign performance, reporting, and optimization. Pick the Trigger event for Vtiger CRM that matches what you're tracking for conversions, and this integration will add an event to your funnel whenever that happens.

Facebook Conversions

Send funnel events to Facebook Conversions from Vtiger CRM

Stay on top of your customer engagement seamlessly with this dynamic workflow. When a new lead is created or updated in your Vtiger CRM, it will directly add contact details to your customer list in Google Ads. This continuous addition or update of contacts enhances your marketing efforts, ensuring you're reaching out to potential customers promptly and keeping your contact lists accurate. Efficiently bridge the gap between your CRM system and advertising platform without any manual intervention.

Add or update Vtiger CRM leads and create corresponding Google Ads contacts in customer list with email

As new contacts appear in your Freshsales Suite, this automation expedites the data transfer process by immediately adding them to your Google Ads customer list. This streamlines your marketing efforts, leading to efficient targeting and saving you precious time on manual data entry. Enhance your business productivity with this hands-off approach.

Freshsales Suite

Add new Freshsales Suite contacts to your Google Ads customer list

Effortlessly track your Freshsales Suite deals in Google Ads with this seamless workflow. When a new deal is created in Freshsales Suite, it instantly sends an offline conversion to Google Ads, ensuring your marketing efforts are accurately aligned with your sales performance. Save time and maintain consistency across platforms with this easy-to-use automation.

Create Google Ads offline conversions for new Freshsales Suite deals

Streamline your customer management process with this user-friendly workflow. Whenever a new form is submitted on Squarespace, it instantly forms a new contact within your Freshsales Suite. This automation saves you time and helps to efficiently keep your customer database updated using the same terminologies as the integrations themselves. Say goodbye to manual entries and enhance your productivity.

Squarespace

Create new Freshsales Suite contacts from new Squarespace form submissions

Data entry takes up valuable time - automate it and save time. This integration helps by automatically adding new Unbounce landing page submissions to Zoho CRM as leads. Once you set up this integration, new landing page submissions from that point forward are individually added as leads so you can focus on working those new leads. 

Unbounce

Add new Unbounce form submissions to Zoho CRM as leads

As those lead ads do their job and gather emails, Zapier can route responders to your CRM—no need to wait until you export them. With this integration, a contact will be automatically created as a module entry in Zoho CRM from every new Facebook lead with all the details you need. You can take it from there!

Create contacts on Zoho CRM from new leads from Facebook Lead Ads

You want to spend time connecting with your new leads right away, not manually importing them into your applications. Use this integration to do the importing for you. Whenever you get a new lead from Google Ads, this Zap will automatically send that lead’s data to Zoho CRM.

Create or update module entries in Zoho CRM for new Google Ads leads

Effortlessly keep your contact list up-to-date with this Jotform-Capsule CRM workflow. Whenever you receive a new submission in Jotform, this automation will create a contact in Capsule CRM, ensuring your database always stays current. Forget about manual data entry and enjoy a more organized, efficient way to handle your contacts.

Jotform

Capsule CRM

Create Capsule CRM contacts from new Jotform submissions

It's important to celebrate your wins with everyone in the company. This automation helps announce to your team when an opportunity in Capsule has been won with an encouraging message in Slack, containing a fun GIF and a link to the opportunity in question for anyone who'd like to review it.

Filter by Zapier

Slack

Post won Capsule CRM opportunities to Slack

Save time and streamline your workflow by automatically creating contacts in Capsule CRM whenever a new invitee is added in Calendly. This integration connects the Calendly app to the Capsule CRM app, ensuring that your CRM stays updated with new contacts, allowing you to focus on nurturing those relationships.

The 7 best client management apps in 2025

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