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.
Better Quote Modules
Section titled “Better Quote Modules”Location: Quote templates Category: Commerce
Custom React modules for Commerce Hub quote templates, including quote structure modules, line item tables, pricing blocks, and payment and terms modules.
Custom Deal CPQ
Section titled “Custom Deal CPQ”Location: Deal records Category: Sales / CPQ
Configure subscription plans, pricing, and draft CPQ quotes directly from a deal record.
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.