--- title: "HubSpot Supabase sync for prefab dealer portal access" description: "Connect prefab buyer and project context to a portal with explicit dealer, contractor and owner access." canonical: https://www.stacksync.com/blog/prefab-dealer-and-contractor-portals-align-hubspot-buyer-records-with-supabase-project-access last_modified: 2026-09-18 --- # Prefab Dealer and Contractor Portals: Align HubSpot Buyer Records With Supabase Project Access > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Connect prefab buyer and project context to a portal with explicit dealer, contractor and owner access. Author Ruben Burdin · Founder & CEO Published September 18, 2026 Read time 5 min read DATA ENGINEERING ## The operating decision Prefab customer portals should connect HubSpot buyer context to Supabase project records while keeping portal permissions explicit. A dealer, installation contractor and end customer may all relate to one project but need different information and actions. Two-way sync can maintain approved relationship and status fields; it does not decide who may access commercial documents or submit acceptance. Build access around verified project roles and preserve the distinction between customer requests and approved project changes. Explore the complete [modular and prefab building supply and installation integration and automation hub](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) for the systems and processes around this guide. ![Summary card: HubSpot Supabase sync for prefab dealer portal access](https://www.stacksync.com/images/blog-highlights/icp-prefab-dealer-and-contractor-portals-align-hubspot-buyer-records-with-supabase-project-access.webp) ## What this looks like in modular and prefab building supply and installation A prefab supplier sells through a dealer while coordinating delivery with a local installation contractor. The end customer wants progress visibility, the contractor needs logistics documents, and the dealer owns the commercial conversation. HubSpot contains all three relationships. If the portal grants access to anyone associated with the deal, it may expose dealer pricing or permit the wrong party to approve a change. Explicit role assignments avoid that ambiguity. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Buyer relationship | Sales operations | Record dealer, contractor and end-customer roles separately. | | Project membership | Portal administrator | Authorize each user for specific projects and actions. | | Shared project status | Project management | Publish the approved customer-facing milestone context. | | Portal submission | Customer service or project owner | Treat uploaded evidence and requests according to the submitter's permitted role. | ![Record ownership diagram: Buyer relationship, Project membership, Shared project status](https://www.stacksync.com/images/blog-diagrams/icp-prefab-dealer-and-contractor-portals-align-hubspot-buyer-records-with-supabase-project-access.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Define the role matrix List what each party may view, submit and approve. A contractor may need delivery details without seeing dealer margin, while an end customer may need progress without editing logistics instructions. Use the actual commercial relationship to design permissions rather than a generic all-contacts access rule. 2. 02 Connect stable project relationships Join HubSpot companies, contacts and deals to the portal's project keys through approved cross-references. Keep a user identity separate from the CRM contact record. A contact merge or email correction should not silently grant access to another company's projects. 3. 03 Publish a deliberate field set Choose the milestone and document context each role needs. Keep internal pricing and restricted notes outside broad portal summaries. Mark forecast dates separately from confirmed events so the portal does not transform a tentative factory schedule into a customer promise. 4. 04 Enforce grants and row policies Use Supabase access controls for the role and project memberships, and test allowed and denied operations. Keep privileged connection credentials server-side. Verify document access as well as table rows; a hidden portal link is not sufficient authorization for the underlying resource. 5. 05 Review requests before operational changes A dealer or contractor may propose a date, contact or scope change through the portal. Store the submission and route it to the appropriate owner. Return a clear received, under review or accepted state, and only publish the official project change after the authorized process confirms it. 6. 06 Review invitations when commercial roles change A dealer's employee leaving the project or a contractor being replaced should trigger a review of explicit portal membership. Updating the HubSpot contact owner does not by itself define the appropriate access change. Keep the invitation, role assignment and removal decision in the application process. Retain prior submissions as project history while preventing a former participant from continuing to view new documents or propose operational changes. ![6-step operating sequence: HubSpot Supabase sync for prefab dealer portal access](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-prefab-dealer-and-contractor-portals-align-hubspot-buyer-records-with-supabase-project-access.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Dealer represents several end customers Keep project memberships and commercial visibility scoped to the approved relationship. ### Contractor is replaced during delivery planning Update explicit permissions and preserve the historical submissions from the prior contractor. ### User requests a scope change Route it for review rather than allowing a portal edit to change the released configuration. ## What to verify before expanding - Dealer pricing is visible only to authorized roles. - A CRM association alone cannot grant project access. - Portal requests remain distinct from approved changes. - Replacing a contractor changes access without deleting history. ## Connect this process to the rest of your operation [Explore Stacksync two-way sync](https://www.stacksync.com/two-way-sync) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real buyer relationship example and the exception your team handles most often, for example dealer represents several end customers. - [Salesforce–NetSuite for Modular Building Manufacturers](https://www.stacksync.com/use-case/salesforce-netsuite-modular-building-manufacturers) - [NetSuite–Supabase for Modular Delivery and Acceptance](https://www.stacksync.com/use-case/netsuite-supabase-modular-delivery-acceptance) - [Modular Building Manufacturers: Align Salesforce Project Configurations With NetSuite Orders and Milestones](https://www.stacksync.com/blog/modular-building-manufacturers-align-salesforce-project-configurations-with-netsuite-orders-and-milestones) - [Prefab Design Freeze to Factory Release: Route Approved Revisions Through Procurement and Scheduling](https://www.stacksync.com/blog/prefab-design-freeze-to-factory-release-route-approved-revisions-through-procurement-and-scheduling) - [Modular Building Delivery Releases: Coordinate Site Readiness, Transport Booking, and Receiving Acceptance](https://www.stacksync.com/blog/modular-building-delivery-releases-coordinate-site-readiness-transport-booking-and-receiving-acceptance) - [Connecting Salesforce and HubSpot to Databases with Stacksync](https://www.stacksync.com/blog/connecting-salesforce-and-hubspot-to-databases-with-stacksync) - [Secure EDI Processing in Multi-Cloud Environments](https://www.stacksync.com/blog/secure-edi-processing-in-multi-cloud-environments) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync HubSpot connector and object support](https://docs.stacksync.com/two-way-sync/connectors/hubspot) - [Stacksync Supabase connection setup](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/supabase) - [Supabase row level security](https://supabase.com/docs/guides/database/postgres/row-level-security) FAQ ## Frequently asked questions Can the portal use HubSpot contacts as its login list? Contacts can inform a reviewed invitation process, but authentication and authorization need explicit user identities and project roles. Do not equate CRM presence with access rights. Should every project participant see the same status? They can share a common approved milestone while receiving different supporting details. The field and document set should reflect what each role needs to act. What should the product team test? Test a dealer, an end customer and a contractor on the same project, plus an unrelated project. Verify viewing, submitting and approval permissions for each role. About the author Ruben Burdin Founder & CEO Ruben Burdin is the Founder and CEO of Stacksync, the first real-time and two-way sync for enterprise data at scale. Ruben is a Y Combinator alumni with a strong background in software engineering and business. [All posts by Ruben Burdin](https://www.stacksync.com/blog/author/ruben-burdin) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [integration HubSpot and Supabase integration](https://www.stacksync.com/integrations/hubspot-and-supabase) - [connector HubSpot integrations](https://www.stacksync.com/connectors/hubspot) - [connector Supabase integrations](https://www.stacksync.com/connectors/supabase) - [platform Two-way sync](https://www.stacksync.com/two-way-sync) - [Two-way sync guides Understand two-way sync, record matching, field ownership, and production readiness.](https://www.stacksync.com/blog#topic-two-way-sync) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [Data engineering HubSpot–Supabase for Construction Service Portals: Customers, Sites, and Request Status 4 min read read](https://www.stacksync.com/blog/hubspot-supabase-for-construction-service-portals-customers-sites-and-request-status) [Data engineering Solar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access 5 min read read](https://www.stacksync.com/blog/solar-customer-portals-connect-hubspot-milestones-with-supabase-customer-access) [Data engineering Module Serial Numbers From Factory to Site: Connect NetSuite With a Supabase Delivery and Acceptance Register 5 min read read](https://www.stacksync.com/blog/module-serial-numbers-from-factory-to-site-connect-netsuite-with-a-supabase-delivery-and-acceptance-register) ## You just read how it should work. See it run on your own data. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)