Templates overview
Each template is a standalone HubSpot developer project deployed directly into your portal. Templates are independent — you can install or remove them individually.
Community templates
Section titled “Community templates”Templates can be contributed by anyone — HubSpot Solutions Partners, developers, or admins who have built something useful and want to share it. See the Contributing guide for how to submit a template.
Community-contributed templates may include additional documentation, demo videos, or support resources linked directly from the template card in the app. Where a template has extra resources, they’ll be accessible from the Docs button on the template card.
If you’re building a template for submission, you’re encouraged to:
- Write a docs page explaining what the template does, its requirements, and how to use it
- Link a short demo video if you have one
- Include a
docs_urlandvideo_urlin yourtc-config.json
These are optional but help users understand and get value from your template faster.
Template library
Section titled “Template library”Contact 360
Section titled “Contact 360”Location: Contact records Category: Sales
Single-pane view of a contact’s complete relationship context — lifecycle stage, open deals, associated company, and recent activity feed.
Deal Momentum
Section titled “Deal Momentum”Location: Deal records Category: Sales
At-a-glance deal health indicator showing stage velocity, close date proximity, and engagement activity. Classifies deals as Active, At Risk, or Stalled.
Renewal Readiness
Section titled “Renewal Readiness”Location: Deal records Category: Customer Success
Renewal countdown, automated readiness checklist, and a quick note action so CS teams can log next steps without leaving the record.
Services Health
Section titled “Services Health”Location: Company records Category: Customer Success
Maps every service in your product catalogue against a company’s purchase history. Shows LTV, purchase frequency, and a recency-based health status per service.
Lending Calculator
Section titled “Lending Calculator”Location: Deal records Category: Finance
Loan repayment calculator with a full amortisation schedule, bar chart visualisation, and optional extra repayments and offset account inputs.
Radius Search
Section titled “Radius Search”Location: Company records Category: Prospecting
Geocodes an address and finds all companies in your CRM within a specified radius. Automatically creates a static company list and a dynamic contact list in HubSpot.
Calculator
Section titled “Calculator”Location: Contact, Company, Deal, and Ticket records Category: Productivity
Standard calculator with session tape. Save your calculations as a note directly on the CRM record.
Tic Tac Toe
Section titled “Tic Tac Toe”Location: Contact, Company, Deal, and Ticket records Category: Fun
Play Tic Tac Toe against an AI on Easy, Medium, or Hard. Score streaks reset on a loss — build your high score and compete on the portal-wide leaderboard.