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WoodsPortal

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WoodsPortal

The Experience Platform for HubSpot - Extend HubSpot to customers, partners, dealers, vendors, and members.
Installs
20+ installs
Sign in to installRequires WoodsPortal subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
WoodsPortal Subscription
Basic, Professional, or Enterprise plans

Overview

WoodsPortal is a deeply integrated HubSpot app that lets you build secure, custom-branded customer portals, partner portals, dealer portals, and member portals directly within HubSpot CMS pages.


Clients can log in to view and update CRM records, upload files, and leave notes — all tied to standard or custom objects in HubSpot. Access is role-based, fully white-labeled, and controlled with native workflows. No external tools. No sync delays. Just a seamless portal experience inside your existing HubSpot account.

Here’s what it unlocks:


  • Custom-branded UI – Designed in HubSpot’s native CMS Editor

  • Multi-object support – Share any object (standard or custom) via association labels

  • Two-way notes – Internal notes show up in the portal; customer notes sync directly to HubSpot

  • File uploads – Files appear inside records via a UI extension, stored in HubSpot File Manager

  • Workflow-ready – Use native workflows to automate folder creation, file handling, and access

  • Customer actions – Let clients create records, edit properties, and self-serve without risk


WoodsPortal is flexible enough to power advanced use cases like partner portals, delivery hubs, and field operations management systems — all built directly on top of your HubSpot CRM.


Features

Customer Portal UI

Custom-Branded UI – Design Portals Inside HubSpot CMS

Build portals directly using HubSpot’s native CMS editor. Use your existing global styles and branding to create a seamless, on-brand experience without relying on third-party tools.

Customer Portal Actions

Customer Actions & Objects – View and Edit CRM Records

Let customers securely view and edit specific properties across contacts, companies, deals, tickets, and custom objects. Precisely control what users can view or modify to ensure accurate, up-to-date data.

HubSpot File Sync

Two-Way File Sync – Unified File Management

Manage file uploads, downloads, and updates with full bidirectional sync between the portal and HubSpot’s native File Manager. Attach files directly to records without external storage.

Customer Portal Workflows

Workflow-Ready – Automate Portal Actions

Use HubSpot workflows to automate tasks such as creating nested folders, moving files, or granting access. Trigger portal events, such as uploading files or editing records, to activate HubSpot automations.

Customer Portal Notes

Two-Way Note Sync – Real-Time Notes Collaboration

Internal HubSpot notes appear in the portal, while customer-added notes are logged back into the HubSpot CRM instantly. Maintain a single source of truth for conversations and updates.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Portal Users

Contacts

Contacts

Companies

Companies

Companies

Deals

Deals

Deals

Tickets

Tickets

Tickets

Portal Domain

CMS Domains

CMS Domains

Customer Activity

Timeline

Timeline

File Storage

CMS Files

CMS Files

File Automation

Workflows

Workflows

Service

Service

Service

Listing

Listing

Listing

Users

Users

Users

Course

Course

Course

Appointment

Appointment

Appointment

Calendar

Calendar

Calendar

Email Activities

Email Activities

Email Activities

Custom Objects

Custom Objects

Custom Objects

More info about shared data

WoodsPortal synchronizes contacts, companies, deals, tickets, notes, and files directly with HubSpot, with portal access fully managed through HubSpot properties and workflows. All portal activity is recorded as HubSpot events, supporting analytics and automation.

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This app requires one of the following WoodsPortal subscription plans.

Basic

14 day free trial

$150

/month

File Sharing Automation and Simple Ticketing

  • File Manager

  • Custom Property Fields

  • Custom Objects Access

  • Unlimited Internal Users

  • 100 Monthly Active Users

Basic

14 day free trial

$150

/month

File Sharing Automation and Simple Ticketing

  • File Manager

  • Custom Property Fields

  • Custom Objects Access

  • Unlimited Internal Users

  • 100 Monthly Active Users

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 07/23/2026

More info

Built by
DigitalWoods Technologies Inc
Installs
20+ installs
Categories
Languages this app is available in
English

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