WoodsPortal lets you build secure, custom-branded customer portals, partner portals, dealer portals, and member portals directly within HubSpot CMS pages.

Give external users controlled access to the HubSpot data relevant to them. They can view and update CRM records, upload files, leave notes, and interact with standard or custom objects.

Access is role-based, association-aware, and works with HubSpot workflows. HubSpot remains your system of record, with no CRM duplication or sync delays.

Here’s what you can build:

• 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.