Template Manager
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.
Snapshot any live HubSpot object as a reusable template. Dependencies are detected automatically so nothing gets left behind.
Templates deploy in the correct order, with IDs propagating into dependent objects automatically. Runs as a background job with a live progress bar.
Audit any portal for gaps against your ideal setup. See which properties, workflows, and segments are missing — matched by structure, not name.
Scale as you grow. No surprise charges.
Starter
For in-house teams
1 connected portal
Professional
For consultants
5 portals · +$25 per additional
Agency
For agencies
Unlimited portals