---
title: Learn how to connect WoodsPortal to your HubSpot account and create your first client portal in just a few simple steps.
description: Overview WoodsPortal is a deeply integrated HubSpot app that lets you build and manage customer portals directly within your HubSpot portal. This guide wal
image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_d1mj47d1mj47d1mj.webp
---

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# Installing WoodsPortal in Your HubSpot Account

![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_d1mj47d1mj47d1mj.webp)

 Content Index

### **Overview**

WoodsPortal is a deeply integrated HubSpot app that lets you build and manage customer portals directly within your HubSpot portal. This guide walks you through installation and initial portal creation.

 

<iframe width="100%" height="100%" style="border:0;" scrolling="no" src="https://woodsportal.screencasthost.com/player/cTivXGnIw92?width=100%&amp;height=100%&amp;ff=1&amp;title=0" allowfullscreen="true"></iframe>

---

**Before you begin**

- You must have a HubSpot user account with **Super Admin** or **Partner Admin** permissions.
- Ensure you know which HubSpot portal (Hub ID) you want to connect if you have multiple.

---

**Step-by-Step Installation**

1. **Log in to WoodsPortal**
   
     - Go to [`https://woodsportal.digitalwoods.io`](https://woodsportal.digitalwoods.io) and create an account.
     - Verify your email and login.
2. **Connect Your HubSpot Account**

     - On the HubSpot Accounts page, click **Add HubSpot account**.
     - If you have multiple HubSpot portals, select the desired one and click **Choose account**.
       
       **![Add HubSpot Account-1](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Add%20HubSpot%20Account-1-2.png?width=644&height=224&name=Add%20HubSpot%20Account-1-2.png)**
3. **Authorize the App**
   
     - Review the access statement (“This app is requesting access to your HubSpot account”) and click **Continue**.
     - When the scopes list appears, click **Connect app** to grant permissions.
       
       ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-26-2025-02-45-23-9705-PM-2.png?width=496&height=775&name=image-png-Jun-26-2025-02-45-23-9705-PM-2.png)
4. **Name Your Connection**
   
     - Enter a custom name for this account connection.
     - Click **Got it** to finalize.
     - ✔️ **Tip:** Choose a clear, unique name—this label is used for portal associations and **cannot** be changed later.
5. **Create Your First Client Portal**

     - From the list of connected accounts, click the one you just added to open the **Client Portals** page.
     - Click **Create client portal**.
       
       ![Create Portal-1](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Create%20Portal-1-2.png?width=670&height=203&name=Create%20Portal-1-2.png)
     - In the pop-up, enter a **Portal Name** and select a **Portal URL** from the drop-down (these domains reflect those already added in your HubSpot account).
     - Click **Create**.
       
       ![Create portal](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-26-2025-02-52-43-9510-PM-2.png?width=400&height=295&name=image-png-Jun-26-2025-02-52-43-9510-PM-2.png)
6. **Wait for Theme Installation**
   
     - WoodsPortal’s theme and assets will be installed in your HubSpot Design Manager.
     - ⏳ This usually takes 1–2 minutes. Once complete, you can apply the WoodsPortal theme when building website or landing pages to surface your new portal.
       
       ![WoodsPortal theme](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jun-26-2025-02-53-52-5337-PM-2.png?width=454&height=362&name=image-png-Jun-26-2025-02-53-52-5337-PM-2.png)

---

**Troubleshooting**

| Issue | Resolution |
| --- | --- |
| “Add HubSpot account” button not active | Confirm you’re logged in with a user that has **Super Admin** or **Partner Admin** privileges. |
| No domains listed in URL selector | Add your domain under **HubSpot Settings \> Website \> Domains & URLs** and retry. |
| Theme not visible in Design Manager | Wait up to 5 minutes, then refresh **Design Manager**. Clear your browser cache if needed. |

 

 

#### **Next —** [Configuring Object Record Display with Association Labels](https://digitalwoods.io/resources/knowledge-base/configuring-object-record-display-with-association-labels)

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