01 / OPPORTUNITIES
Register opportunities.
Let partners submit buyer and opportunity details directly.
Partner portals for HubSpot
A HubSpot partner portal for deals that move forward.
Give channel and referral partners one place to register opportunities, track deals and share resources. Connected to HubSpot, without starting from scratch.
Northline partner workspaceDeal
GreenRiver opportunity
Fleet modernization · Under review
Register opportunitiesSubmit from this workspace
↗Approved deal progressFollow partner-visible updates
↗Files and collaborationResources close to the deal
↗The partner experience
One place for partner opportunities.
Give partners the information and actions they need to move opportunities forward.
02 / DEAL VISIBILITY
Track deal progress.
Keep partners informed with relevant updates and next steps.
03 / COLLABORATION
Share files and updates.
Keep documents and conversations connected to each deal.
Explore the partner experience
See the partner portal in action.
Switch between partner roles, review deals and submit a sample opportunity.
View as
Interactive preview with fictional records and simulated actions.
HubSpot stays at the center
Your HubSpot deals. Their workspace.
Connect partner companies, representatives, buyers and deals. Give every partner access to the right information and actions.
Connected opportunitiesKeep deals, partners and buyers connected through HubSpot relationships.
Partner-specific accessGive representatives their own deals and managers a broader view.
Flexible collaborationConfigure forms, files, notes and workflow actions.
Unlimited internal and external WoodsPortal users on every plan.
Illustrative CRM model
Partner companyNorthline Channel Co
Partner contactKelly · channel representative
HubSpot DealGreenRiver fleet modernization
Buyer companyGreenRiver Logistics
Association labels and configured roles keep partner and buyer relationships in context.
Frequently asked questions
Common questions about partner portals.
Can partners register opportunities through WoodsPortal?
Yes. Configure an opportunity form for partner and buyer details, linked to eligible HubSpot records and your review process.
How does the portal connect partners, buyers and HubSpot Deals?
Show related HubSpot Companies, Contacts and Deals together, including their configured associations and permitted records.
Can partner representatives and managers have different access?
Yes. Representatives can work with assigned deals, while managers can see permitted organization-wide records. Each partner company has its own configured visibility.
Can we customize the partner experience?
Configure branding, record views, forms and actions around your partner programme.
Can partners share files, notes and workflow updates?
Yes. Keep permitted files and two-way notes with the relevant records, and connect supported portal events to configured HubSpot workflows.
Do external partners need paid HubSpot CRM seats?
No. External partners can use WoodsPortal without individual paid HubSpot CRM seats. Every WoodsPortal plan includes unlimited internal and external portal users. HubSpot employee seats are separate.
Bring your partner programme into focus
Give partners a better way to sell with you.
Your team works in HubSpot. Partners get a workspace built around their opportunities.