--- title: Install the WoodsPortal HubSpot app and use CRM cards description: The WoodsPortal HubSpot app uses OAuth and supported CRM extensions to connect HubSpot records with WoodsPortal file and customer-management experiences. --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) [Automation & Integrations](https://digitalwoods.io/resources/tag/automation-integrations) Getting Started & Administration - [Manage themes and integrations](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations) - [Use guided help and manage administrator settings](https://digitalwoods.io/resources/knowledge-base/use-guided-help-and-manage-administrator-settings) - [Track jobs, notifications, and product updates](https://digitalwoods.io/resources/knowledge-base/track-jobs-notifications-and-product-updates) - [Create, select, synchronize, and open customer portals](https://digitalwoods.io/resources/knowledge-base/create-select-synchronize-and-open-customer-portals) - [Install WoodsPortal and complete first-time setup](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) Authentication & User Access - [Configure AWS Cognito single sign-on](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on) - [Link newly created records to a portal user contact](https://digitalwoods.io/resources/knowledge-base/link-newly-created-records-to-a-portal-user-contact) - [Switch between available hubs and portals](https://digitalwoods.io/resources/knowledge-base/switch-between-available-hubs-and-portals) - [Invite portal users and manage portal access](https://digitalwoods.io/resources/knowledge-base/invite-portal-users-and-manage-portal-access) - [Review and revoke active sessions](https://digitalwoods.io/resources/knowledge-base/review-and-revoke-active-sessions) - [Set up an authenticator app, backup codes, or a passkey](https://digitalwoods.io/resources/knowledge-base/set-up-an-authenticator-app-backup-codes-or-a-passkey) - [Configure multi-factor authentication for a portal](https://digitalwoods.io/resources/knowledge-base/configure-multi-factor-authentication-for-a-portal) - [Verify your email and recover account access](https://digitalwoods.io/resources/knowledge-base/verify-your-email-and-recover-account-access) - [Sign in to a WoodsPortal customer portal](https://digitalwoods.io/resources/knowledge-base/sign-in-to-a-woodsportal-customer-portal) - [Sign in to WoodsPortal as an administrator](https://digitalwoods.io/resources/knowledge-base/sign-in-to-woodsportal-as-an-administrator) Portal Design & Navigation - [Configure right-sidebar record cards](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards) - [Configure portal navigation and menu items](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items) - [Configure the portal dashboard and dashboard cards](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards) - [Customize portal branding and the login experience](https://digitalwoods.io/resources/knowledge-base/customize-portal-branding-and-the-login-experience) - [Configure a WoodsPortal Open Access CRM page](https://digitalwoods.io/resources/knowledge-base/configure-a-woodsportal-open-access-crm-page) CRM Records & Associations - [Manage record associations and association cards](https://digitalwoods.io/resources/knowledge-base/manage-record-associations-and-association-cards) - [Navigate nested related records in a portal](https://digitalwoods.io/resources/knowledge-base/navigate-nested-related-records-in-a-portal) - [Configure associations and association labels](https://digitalwoods.io/resources/knowledge-base/configure-associations-and-association-labels) - [Build portal record forms with conditional associations](https://digitalwoods.io/resources/build-portal-record-forms-with-conditional-associations) - [Configure record search, filters, pipelines, and stages](https://digitalwoods.io/resources/knowledge-base/configure-record-search-filters-pipelines-and-stages) - [Create and edit CRM records from a portal](https://digitalwoods.io/resources/knowledge-base/create-and-edit-crm-records-from-a-portal) - [Configure table, board, detail, and preview experiences](https://digitalwoods.io/resources/knowledge-base/configure-table-board-detail-and-preview-experiences) - [Control property visibility and editability](https://digitalwoods.io/resources/knowledge-base/control-property-visibility-and-editability) - [Choose and resynchronize HubSpot objects](https://digitalwoods.io/resources/knowledge-base/choose-and-resynchronize-hubspot-objects) Files & Collaboration - [Work with record email and activity history](https://digitalwoods.io/resources/knowledge-base/work-with-record-email-and-activity-history) - [Add record notes, images, and attachments](https://digitalwoods.io/resources/knowledge-base/add-record-notes-images-and-attachments) - [Understand WoodsPortal file storage and download limits](https://digitalwoods.io/resources/knowledge-base/understand-woodsportal-file-storage-and-download-limits) - [Upload files and create folders](https://digitalwoods.io/resources/knowledge-base/upload-files-and-create-folders) - [Preview, download, and copy links to files](https://digitalwoods.io/resources/knowledge-base/preview-download-and-copy-links-to-files) - [Use My Drive and Shared Drive](https://digitalwoods.io/resources/knowledge-base/use-my-drive-and-shared-drive) Permissions - [Configure object and resource permissions](https://digitalwoods.io/resources/knowledge-base/configure-object-and-resource-permissions) - [Create custom portal roles](https://digitalwoods.io/resources/knowledge-base/create-custom-portal-roles) Automation & Integrations - [Copy files and folders with CopyResource](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) - [Automate folder creation with CreateFolder](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) - [Add the WoodsPortal client module to HubSpot CMS](https://digitalwoods.io/resources/knowledge-base/add-the-woodsportal-client-module-to-hubspot-cms) - [Understand contact access webhooks](https://digitalwoods.io/resources/knowledge-base/understand-contact-access-webhooks) - [Use WoodsPortal timeline events and workflow actions](https://digitalwoods.io/resources/knowledge-base/use-woodsportal-timeline-events-and-workflow-actions) - [Install the WoodsPortal HubSpot app and use CRM cards](https://digitalwoods.io/resources/knowledge-base/install-the-woodsportal-hubspot-app-and-use-crm-cards) Developer Resources - [Choose a WoodsPortal SDK adapter](https://digitalwoods.io/resources/knowledge-base/choose-a-woodsportal-sdk-adapter) - [Use the WoodsPortal JavaScript SDK and WoodsCLI](https://digitalwoods.io/resources/knowledge-base/use-the-woodsportal-javascript-sdk-and-woodscli) Content Index The WoodsPortal HubSpot app uses OAuth and supported CRM extensions to connect HubSpot records with WoodsPortal file and customer-management experiences. ## Install the app 1. Start the WoodsPortal installation from the approved HubSpot Marketplace flow. 2. Select the HubSpot account to connect. 3. Review the requested OAuth scopes. 4. Authorize the app with a HubSpot administrator who has the required access. 5. Continue to https://app.woodsportal.com and confirm that the connected hub is available. ## Use the File Manager CRM card 1. Open a supported HubSpot contact or company record. 2. Locate the WoodsPortal File Manager card or tab. 3. Open the file-management experience. 4. Use My Drive or Shared Drive as needed. The verified card includes More actions for Sync with WoodsPortal and Open in HubSpot Files, plus file actions Open, Open in HubSpot, and Delete. Availability depends on the HubSpot user and connected record. ## Use the Customer Management CRM card - Open the WoodsPortal customer-management card when it is available on a supported record. - Review only the customer context and actions shown by the current production card. - The verified Customer Manager card shows verification and active status, portal access, portal URL, and assigned roles. Its Manage menu includes Copy sign-in link and Add / remove access. A separate dialog supports assigning an existing WoodsPortal role. Availability still depends on the connected record and installed app version. ## Troubleshooting - If a card is absent, confirm the app installation, scopes, supported record type, and extension placement. - If the embedded experience cannot load, confirm the connected HubSpot account and WoodsPortal access. - Do not describe an app host other than https://app.woodsportal.com as a production application. ![KB-HUB-01 install-and-crm-cards](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-HUB-01_install-and-crm-cards.png) *Figure: Authorize WoodsPortal in HubSpot, review a customer’s portal access, and use the File Manager CRM card.* Share this article: Knowledge Base ## More from Knowledge Base [View All Articles](https://digitalwoods.io/resources/tag/knowlege-base) ### [Automation & Integrations Copy files and folders with CopyResource HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ... Read resource →](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource) ### [Automation & Integrations Automate folder creation with CreateFolder HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ... Read resource →](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder) ### [Authentication & User Access Configure AWS Cognito single sign-on Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on) ### [Portal Design & Navigation Configure right-sidebar record cards Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record. Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards) ### [Portal Design & Navigation Configure portal navigation and menu items Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items) ### [Portal Design & Navigation Configure the portal dashboard and dashboard cards Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards) Built for HubSpot Teams ## Revolutionize How Your Customers Interact With Your Data. Get started with WoodsPortal today or book a demo with our team. Book a Demo [Get Started Free](https://app.woodsportal.com/login) ![](https://digitalwoods.io/hubfs/woods-portal-dark.png) - Dashboard - Contacts - Companies - Tickets - Documents - Requests Welcome ![Footer shape](https://digitalwoods.io/hubfs/s1-shape-1.webp) [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) #### Secure Custom-Branded Portal - Built Natively for HubSpot Give your clients secure access to CRM records, files, and updates — with full design control from within HubSpot CMS. ##### Product - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Blog](https://digitalwoods.io/resources) - [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) - [FAQ](https://woodsportal.digitalwoods.io/faq) ##### Company - [Contact](https://woodsportal.digitalwoods.io/contact) - [Privacy Policy](https://digitalwoods.io/privacy-policy) - [Terms of Service](https://digitalwoods.io/terms-of-service) © 2026 WoodsPortal - All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://digitalwoods.io/resources/author/admin" }, "dateModified" : "2026-09-18T07:44:07.764Z", "datePublished" : "2026-09-18T07:44:07.000Z", "headline" : "Install the WoodsPortal HubSpot app and use CRM cards", "mainEntityOfPage" : { "@id" : "https://digitalwoods.io/resources/knowledge-base/install-the-woodsportal-hubspot-app-and-use-crm-cards", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://digitalwoods.io/hubfs/digitalWoods%20logo.png" }, "name" : "DigitalWoods Technologies Inc" } } ```