Template Manager
For agencies & consultants
Stop rebuilding HubSpot from scratch.
Capture properties, workflows, segments, and forms from any portal. Deploy them in the right order, every time — or let your AI assistant do it via MCP.
How it works
Capture
Snapshot any live HubSpot object as a reusable template. Dependencies are detected automatically so nothing gets left behind.
Refine
Take your templates and build bundles; workflows and the properties they depend on, full campaign automations with forms and dynamic segments, and more. Add your own variables to ensure your bundles work for any client.
Deploy
Deploy your bundle to any client portal with all dependencies handled automatically. Dynamically replace variables like CampaignName, LaunchDate, and more at deploy time to run repeatable campaigns and ship the same bundle across your client base.
Simple, transparent pricing
Scale as you grow. No surprise charges.
Just managing your own company's HubSpot? See in-house pricing →
Professional
For consultants
5 portals · +$25 per additional
- HubSpot portal sync & template library
- Multi-portal deploy engine
- Bundle & template sharing
Agency
For agencies
15 portals included · +$20 per additional
- Everything in Professional
- Lower per-portal rate than Professional
- No hard portal cap — scale as you grow
- Priority support