Sep 18, 2026
Manage record associations and association cards
Authorized portal users can add or remove eligible record associations, while ...
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Knowledge Base
Topic
crm records associations
Configure HubSpot CRM objects, records, associations, filters, and the data displayed in your portal.
Sep 18, 2026
Navigate nested related records in a portal
Portal users can move through configured related-object paths from a record while ...
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Sep 18, 2026
Configure associations and association labels
The Association Builder defines the related-object paths used by a portal and ...
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Sep 18, 2026
Build portal record forms with conditional associations
Administrators build create and edit forms from eligible object properties and can ...
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Sep 18, 2026
Configure record search, filters, pipelines, and stages
Administrators configure object pipelines and stage visibility, while portal users ...
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Sep 18, 2026
Create and edit CRM records from a portal
Portal users can create permitted HubSpot records through configured forms and ...
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Sep 18, 2026
Configure table, board, detail, and preview experiences
Separate WoodsPortal builders control the fields and order used in table, board, ...
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Sep 18, 2026
Control property visibility and editability
Administrators decide which eligible HubSpot properties portal users can see and ...
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Sep 18, 2026
Choose and resynchronize HubSpot objects
WoodsPortal supports configured standard and custom HubSpot objects. Administrators ...
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