+

Your tools, inside your client portal

Show clients their reports, booking pages, forms and project boards right in your branded portal, with extensions for the tools you already use.

Embed
What you can do

Portal embeds, connected

Book calls

Calendly and HubSpot Meetings booking pages in the portal.

Share reports

Looker Studio, AgencyAnalytics, SE Ranking and Google Sheets dashboards.

Show project boards

ClickUp and Monday.com views, so clients see progress.

Collect information

Typeform, Jotform and Airtable forms inside the portal.

How it works

Set up in minutes

1

Pick an extension

In Settings › Extensions.

2

Paste the link or embed code

From the tool you want to show.

3

Choose who sees it

All clients, one client, or only your team.

4

Done

It shows up in your portal, under your brand.

Meetings

CalendlyHubSpot Meetings

Reports & dashboards

Looker Studio (Google Data Studio)AgencyAnalyticsSE RankingGoogle Sheets

Project boards

ClickUpMonday.comCanvas by Monday.com

Forms & data

TypeformJotformAirtable

Video & more

YouTubeExternal linkCustom iframe

Frequently asked questions

Can I show an extension to one client only?

Yes. Each extension can be shown to all your clients, to one specific client, or only to your team.

My tool isn't listed. Can I still add it?

Yes. Use the Custom iframe extension to embed any page that allows embedding, or External link to add a link to your portal.

Do clients need an account in the embedded tool?

That depends on how you share it from the tool. Public share links work without an account; private views may ask clients to sign in.

Related integrations

Connect your tools,
run your agency in one place