Template Manager is NetSpinner’s tool for standardizing, sharing, and deploying HubSpot CRM building blocks — properties, workflows, segments, custom objects, and forms — across as many HubSpot portals as you manage.
How it works
- Connect a portal. OAuth into any HubSpot portal you manage and Template Manager syncs its properties, workflows, segments, forms, and custom objects into a searchable cache.
- Save what’s worth reusing. Turn any object into a template, and group related templates into a bundle — a full campaign, a client onboarding package, a complete lead-scoring model.
- Deploy anywhere, safely. Push a template or bundle into a different portal and Template Manager rewrites internal references automatically — no broken workflow, no property that silently points at the wrong list.
- Keep it current. Scheduled syncs keep your cached view of every portal fresh, and per-portal analysis pages show what’s actually live — active vs. inactive workflow references, property fill rates, and more.
Built for how you work
Explore Template Manager by who you are:
- Marketing Ops — running HubSpot for your own company
- Consultants — juggling a handful of client portals
- Agencies — standardizing delivery across a whole client roster
Or by what you’re trying to get done:
- Campaign Ops — launch a new campaign’s HubSpot infrastructure in minutes
- Client Onboarding & Standardization — roll out the same proven setup to every new client
- Safe Cross-Portal Deployment — move templates between portals without breaking them
- AI-Native HubSpot Operations — manage HubSpot conversationally through Claude
Or learn how to actually use it:
- Guides — step-by-step walkthroughs, from connecting your first portal to deploying repeatable campaigns