Connect a Portal

Template Manager connects to HubSpot via OAuth — there are no API keys to create or manage on your end.

Steps

  1. Sign in at app.netspinnr.com and go to Portals.
  2. Click Connect portal.
  3. You’ll be redirected to HubSpot. Log in and select the portal you want to connect.
  4. Review the requested permissions and click Connect app.
  5. You’re returned to Template Manager with the portal connected and its first sync starting automatically.

Permissions: Template Manager always requests access to CRM property schemas (contacts, companies, deals, tickets). Automation (workflows), lists (segments), forms, and custom objects are requested as optional scopes — grant whichever your HubSpot plan supports and you want to manage here.

Video walkthrough coming soon.

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