topic Re: Customer portal recommendations - not just tickets in APIs & Integrations

Customer portal recommendations - not just tickets

ben-duchy — Thu, 13 Nov 2025 09:45:46 GMT

Does anyone know of any good customer portals that can display Deal and Contact information?

I understand there's a portal tool already built into HubSpot, but to my knowledge this is just a fancy ticketing system and doesn't allow my customers to see more of their data.

I'm not an API developer so ideally I would like a system that can seamessly connect to my HubSpot account that allows me to select specific Deal / contact fields. 'Softr' is the only one I've found so far, but the template branding options are limted meaning they'll be a design disconnect when compared to the website.

As a new homes builder, the purpose of this exercise is to allow my customers to have 24/7 access to their plot information and complete / sign the necessary PDF's that goes with any house sale. This would also allow my sales team to communicate the progress of the customers chosen plot.

Re: Customer portal recommendations - not just tickets

amjadkhatri — Thu, 13 Nov 2025 10:17:01 GMT

Great question! You're absolutely right that the built-in HubSpot customer portal is primarily focused on tickets. For your homebuilder use case with Deal and Contact data, you have several solid options:

**1. Build a Custom Portal with HubSpot APIs**
You can create a custom web portal that connects to HubSpot via APIs:
• Use the Deals API to pull plot information
• Use Contacts API for customer data
• Store PDFs in HubSpot Files and serve them through your portal
• Implement OAuth for secure customer login
• Full design control to match your branding

**2. Use CRM Extensions SDK**
Build a custom card that displays directly in HubSpot with the data you need.

**3. Leverage Portal CMS + Private Content**
HubSpot CMS can create member-only pages where customers log in to see their specific deals, files, and updates.

**For your specific homebuilder scenario:**
• Create custom Deal properties for plot details (location, size, stage, etc.)
• Use Workflows to automatically notify customers when deals move stages
• Attach PDFs to deal records
• Build a simple React/Vue app that authenticates via OAuth and pulls data from HubSpot APIs

I've built similar custom portals for real estate and construction clients. Happy to help if you need guidance on the technical implementation!

👉

https://urlshortly.com/upwork

Certified in HubSpot APIs, Integrations & Automation

#HubSpot #CustomPortal #DealAPI #ContactAPI #CustomerExperience

Re: Customer portal recommendations - not just tickets

ben-duchy — Thu, 13 Nov 2025 10:22:36 GMT

Thanks @amjadkhatri for your in-depth reply.

There's a lot for me to think about 🙂

Re: Customer portal recommendations - not just tickets

Jaycee_Lewis — Thu, 13 Nov 2025 15:28:36 GMT

Hey @ben-duchy 👋 Since you mentioned not being an API developer, have you looked at these options for a portal?

Noloco — HubSpot Marketplace
Stacker — (no affiliation, but looked like another no/low code option)

Hope this helps! — Jaycee

Re: Customer portal recommendations - not just tickets

ben-duchy — Sun, 16 Nov 2025 20:46:59 GMT

Hi @Jaycee_Lewis,

I think I've managed to crack it using memberships directly inside HubSpot. It's early days but it's going really well so far.

I’ve known about this solution for a while, but I was stuck for a long time figuring out the logic i.e. to automatically add customers to a group when they reserve a plot (and remove if they cancel) and then dynamically show only their info when they log in.

@amjadkhatri mentioned memberships so I thought I would give it another look. My understanding is that the total number of rows that can be called on deals / custom objects etc is limited to 100, far less than than my requirment, however by coding it to be dynamic means that theoretically it's only calling in 1 row at a time. On top of this, I have been able to cross reference each specific deal with HubDB data to show shared information such as floorplan dimensions and images, basically a hybrid setup and the best of both worlds 😁

Re: Customer portal recommendations - not just tickets

SauravRoy — Sat, 28 Feb 2026 21:28:56 GMT

A bit late to this thread, but adding this for anyone who comes across it later — this is a fairly common requirement.

You’re right that HubSpot’s native customer portal is mostly ticket-focused. If you want customers to securely view things like Deal information, selected Contact properties, or project/plot progress, it typically requires either custom development or a portal layer on top of HubSpot.

One option you may want to look at is WoodsPortal

It works directly inside HubSpot CMS, so there’s no external system or data sync involved. Out of the box you can:

Show Deals, Contacts, Tickets, or Custom Objects to logged-in customers
Control exactly which properties are visible/ editable
Share files and PDFs tied to records
Surface progress updates or milestones for things like home builds or projects
Fully match your existing website design instead of using fixed templates

For many implementations similar to what you described (home builders, onboarding workflows, document sharing), teams usually get a working portal page running in minutes without API development.

Hope this helps — even if just as a reference point while evaluating options.

Thanks,

Saurav Roy

Co-founder, WoodsPortal

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