Exploring Options to Move Our Partner Portal from SharePoint to HubSpot

[OBetzalel]

Hi everyone,

We’re currently using Microsoft SharePoint to give our partners access to marketing materials. The content is divided into two types:

1. Materials that are shared with all partners

2. Materials that are specific to individual partners

We’re considering moving this partner portal to HubSpot (They cannot access deals and etc) and would like to understand if it's possible to meet the following requirements:

• Control access to documents based on partner-specific permissions

• Track who logged in and when

• Track who downloaded which materials

Is it possible to build a portal or something like this in HubSpot, and if so, what tools or features should we explore?

Thanks!

[karstenkoehler · Accepted solution]

Hi @OBetzalel,

This can probably achieved with custom development; the main question being at what cost. HubSpot does have features to set up private content, custom events can be setup for log-in tracking and also download activity.

https://knowledge.hubspot.com/reports/create-custom-behavioral-events-with-the-code-wizard

https://knowledge.hubspot.com/website-pages/require-member-registration-to-access-private-content

That being said, HubSpot wasn't built for this use case. This comes down to your full list of requirements and budget, but I would probably look into a dedicated partner relationship management solution.

One option might be RocketPRM which is a partner relationship management software for HubSpot: https://rocketprm.com/

Best regards!

[OBetzalel]

@karstenkoehler Thank you so much!