Every marketing agency knows the struggle of juggling multiple HubSpot accounts. You create the perfect form or email template for one client, only to realize you need to replicate it for another account. Cue the sighs and the hours spent re-creating the same assets from scratch. Sound familiar?
Thankfully, those days are over. New HubSpot product updates that let you copy forms and marketing emails between accounts. For marketers who’ve been stuck recreating assets from scratch, this update is a breath of fresh air. It’s a small change with a big impact, and it’s something every HubSpot user will appreciate.
What is the New HubSpot Feature?
HubSpot’s product updates allow users to copy HubSpot forms and marketing emails from one account to another. This means you can take a form or email template that’s already set up in one HubSpot account and duplicate it into a different one, without needing to recreate everything from scratch.
Key benefits:
- Time-saving: Instead of rebuilding forms or email templates, you can copy them directly between accounts. This reduces manual work, freeing up time to focus on strategy and creativity.
- Consistency: Copying assets ensures uniformity across accounts, so you won’t have to worry about errors or discrepancies between different versions of the same form or email.
- Improved collaboration: Teams working across multiple accounts can now easily share assets, making collaboration more seamless and efficient.
This feature is designed for HubSpot account managers, marketing teams, and agencies who need to manage multiple accounts. Whether you're working with a variety of clients or handling campaigns for different regions, this update will streamline your workflows and make managing a HubSpot form or email much simpler.
Why This Feature Matters for Marketing Teams
This small but mighty update addresses a major pain point for marketers. Redoing work across multiple accounts is not only frustrating but often leads to inconsistencies and errors. Before this feature, starting from scratch was the only option.
Now, with just a few clicks, you can copy forms and emails between HubSpot accounts, saving time and effort while keeping everything consistent. This HubSpot product update greatly benefits:
- Agencies managing multiple clients: If you’re juggling HubSpot accounts for several clients, you know how tedious it can be to recreate the same forms and email templates over and over. Now, you can save time and focus on more strategic work by easily copying your best-performing assets between accounts.
- Regional or global teams: Working with separate accounts for different markets? This feature makes it easy to maintain consistency across regions while still allowing for localization, like adapting forms for language preferences or tweaking email campaigns for specific audiences.
- Franchise or partner networks: Parent companies can now share high-performing forms and templates across franchise accounts, making it simple for local teams to stay aligned with brand standards without the extra workload.
No matter how you’re using HubSpot, this feature simplifies the process, reduces duplication, and gives you more time to focus on what really matters.
Step-by-Step Guide to Using the Feature
Excited to give this feature a try? HubSpot’s experts have done a fantastic job of explaining the process in their knowledge base article. They walk you through everything—from where to find the tool to how to copy your first form or email across accounts seamlessly.
The instructions are clear, straightforward, and easy to follow, so you can start saving time right away. Head over to their guide to see just how simple it is to streamline your workflows and keep everything consistent!
Best Practices for Maximizing the Feature
Staying organized is key to making the most of this feature. Start by using clear and consistent naming conventions for your forms and emails so they’re easy to locate when you need them. This will save you time and prevent any confusion down the line.
Before copying anything across accounts, double-check that your templates align with your brand style guide. Consistency is crucial, especially when managing multiple accounts. Also, be sure to review your assets regularly to keep them updated. By staying proactive, you’ll ensure the feature works smoothly and efficiently for your team.
What’s Next for HubSpot Users?
With this new feature, HubSpot is clearly focused on improving efficiency and collaboration for users managing multiple accounts. It’s exciting to think about what might come next. Perhaps more automation tools to streamline the copying process or even the ability to copy other types of assets, like workflows and landing pages. As HubSpot continues to innovate and release new Hubspot product updates, it’s worth exploring the other tools and integrations available within the platform to further enhance your marketing efforts.
Managing multiple HubSpot accounts? Discover how this new feature can save you time and boost your marketing ROI. Contact us for a free consultation to explore how we can help your business maximize HubSpot's potential.
