How to Copy Assets Between HubSpot Accounts

Transferring work between HubSpot accounts is a common need for agencies, consultants, and teams managing multiple portals. This guide walks you through the supported ways to copy assets, reuse templates, and migrate key tools while staying aligned with HubSpot best practices.

Before You Copy Assets in HubSpot

Not every asset can move directly from one portal to another. You should first understand what is supported, who can perform the actions, and where to find the tools inside HubSpot.

Permissions and access requirements

To copy or export assets between accounts, a user typically needs:

• Admin-level access, or
• Specific permissions for marketing tools, workflows, or templates you plan to move.

If you are working with a client account, make sure you are added as a user with suitable permissions. For security reasons, do not attempt to bypass permissions or use shared credentials.

Types of assets you can reuse

While you cannot clone an entire portal, you can usually reuse or transfer:

• Templates and themes
• Landing pages and website pages
• Marketing emails
• Workflows and automation logic
• Lists and basic segmentation logic

Some assets may need to be rebuilt or mapped manually, especially when they depend on account-specific objects, integrations, or account-level settings.

Use the HubSpot Asset Marketplace for Reusable Content

One of the most flexible ways to share work between HubSpot accounts is by using the marketplace tools built into the platform. This approach works well for agencies and developers who need to package assets for multiple portals.

Create a reusable HubSpot asset package

When you want to distribute a set of templates, modules, or theme elements between different accounts, use the asset marketplace structure:

1. In the source account, go to your Design Tools or theme files.
2. Group related templates, modules, or theme assets into a structured folder.
3. Prepare the assets with clear naming and documentation so end users can recognize them.
4. Follow HubSpot’s developer guidance for turning design assets into marketplace-ready packages.

Once packaged, these assets can be installed or imported into other portals, allowing consistent design and functionality across multiple HubSpot accounts.

Install marketplace assets in another HubSpot account

To use a packaged asset set in a different portal:

1. Sign in to the destination account.
2. Open the marketplace section of your HubSpot account.
3. Locate the asset package that contains the templates or modules you need.
4. Install the package into the target portal and assign it to the appropriate domain or brand settings.

After installation, you can create pages, emails, or other content from these templates just as you would in the original portal.

Copy Pages and Templates Between HubSpot Accounts

Marketing and website teams often begin with pages when moving between portals. HubSpot offers ways to reuse layouts and content by combining template sharing and manual copy steps.

Share HubSpot page templates

If your primary goal is to keep the same structure and design:

1. Package your themes, templates, and modules using the marketplace-style structure.
2. Install those assets in the destination HubSpot account as described earlier.
3. Use the installed templates to create new pages in the destination portal.

This method ensures the overall layout, styling, and modules remain consistent, even if the content itself needs to be recreated.

Move page content

To replicate the content of a page from one account to another:

1. Open the page editor in the source account.
2. Copy text blocks, headings, and rich content manually from each module.
3. Download or re-upload images, videos, or files into the destination account’s file manager.
4. In the destination HubSpot account, create a new page with the same template.
5. Paste copied content and reinsert media into the matching modules.

While there is no one-click copy across accounts, this process ensures that design from shared templates and content from the original page are both preserved.

Copy Emails and Automation in HubSpot

Marketing teams often need to reuse email templates and workflows across multiple portals. Certain elements can be shared via templates and exported logic, while others require manual recreation.

Reuse HubSpot email templates

To reuse email layouts:

1. Convert your best-performing email designs into reusable email templates in the source portal.
2. Include these templates in the same asset package you use for themes or modules.
3. Install the package in the destination HubSpot account.
4. In the new account, create emails using the imported templates and customize content.

This strategy keeps branding and structure unified, while copy and targeting rules can be tuned for each audience.

Copy workflows and automation logic

To move automation logic:

1. Open the workflow you want to replicate in the source account.
2. Document triggers, enrollment criteria, actions, delays, and branching logic.
3. Create a new workflow in the destination HubSpot account.
4. Rebuild each step using the documented logic, updating references to lists, forms, and properties as needed.

Some workflow types, such as those using account-specific properties or integrations, may need extra configuration in the new account. Make sure the same properties, pipelines, and connected apps exist before activating the workflow.

Move Lists, Forms, and CRM Settings in HubSpot

Segmentation and data structure are central to a successful migration. While you cannot export all settings automatically, you can recreate the most important building blocks between portals.

Recreate lists and segmentation

To copy list logic:

1. Open a list in the source HubSpot account and review its filters.
2. Note the contact properties, activities, and filters used.
3. In the destination account, confirm the same contact properties exist.
4. Create a new list and rebuild the filter logic step by step.

This approach ensures that your audience segments behave similarly, even if the underlying contacts differ between portals.

Align forms and properties

Forms depend heavily on contact and company properties. To keep data consistent:

• Audit your forms in the source portal.
• List every property used, including custom fields.
• Create any missing properties in the destination HubSpot account, matching field types and options.
• Rebuild each form with the same fields and options.

Aligning properties first reduces friction when recreating workflows, lists, and reporting in the new portal.

Best Practices for Copying Assets in HubSpot

Careful planning helps you avoid broken links, missing fields, or misaligned branding when you copy assets between accounts.

Plan a migration checklist

Use a simple checklist to track progress:

• Templates and themes prepared
• Modules packaged and tested
• Core pages identified and rebuilt
• Key emails and workflows documented
• Lists, properties, and forms aligned

Test core user journeys in the destination HubSpot account before you retire or stop using the original assets.

Test everything in the destination account

After copying assets:

• Send test emails to internal recipients.
• Submit test form entries and verify property mapping.
• Walk through workflows using sample records.
• Check page layouts, CTAs, and navigation across devices.

Only when each component works correctly should you roll changes out to your live audience.

Helpful Resources for HubSpot Asset Copying

For the detailed, official product steps and the latest limitations, review the original HubSpot documentation on copying assets between accounts: Copy assets to another HubSpot account.

If you need expert help planning a complex multi-portal setup, audits, or structured migrations, you can work with a specialized consultancy such as Consultevo to build a scalable HubSpot architecture.

By combining marketplace-style packaging, careful documentation, and methodical rebuilding of key tools, you can reliably copy assets between HubSpot accounts while protecting data integrity and user experience.

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