Template Manager for Marketing Ops

You’re the one who runs HubSpot day to day — the campaigns, the workflows, the segments, the forms. Template Manager gives you a faster, safer way to build and maintain all of it, without starting from a blank canvas every time.

A curated bundle library, not a blank canvas

The public Template Manager library ships with bundles built from real agency HubSpot work — campaign infrastructure, base first-last attribution, and core lifecycle models — that you can deploy straight into your own instance and adapt from there. Every bundle reflects builds that have been developed and deployed across numerous clients, not generic starter templates.

What you can do

  • Deploy your own campaign bundle (webinar, event, content download) instead of rebuilding segments and workflows from scratch for every campaign
  • Save your own properties, workflows, and forms as templates so you’re never building the same thing twice
  • Sync your portal on a schedule and see what’s actually live — active vs. inactive workflow, segments and the properties the depend on, and which of your forms have the hidden fields you need
  • Manage your HubSpot instance conversationally through our MCP within Claude or ChatGPT, without living inside the HubSpot UI

Connect your portal →