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.
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
Log in to WoodsPortal
Go to https://woodsportal.digitalwoods.io and create an account.
Verify your email and login.
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.
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.
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.
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.
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.
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.
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. |