Step-by-step walkthroughs for actually using Template Manager. Video walkthroughs are coming soon for each of these — for now, here’s the written version.

• Connect a portal — authorize your first HubSpot portal via OAuth.
• Save templates & build bundles — turn a synced object into a reusable template, and group templates into a bundle.
• Deploy across portals — push a template or bundle into any connected portal, including repeatable campaign deploys with token fill.
• Connect an AI assistant — set up Claude, Cursor, or Windsurf to manage your portals conversationally.
• Sync schedules & analysis — keep your portal data current and see what’s actually in use.