How to request a template setup in HubSpot

How to request a template setup by the HubSpot migration team

The following knowledge base article will explain how you can request a template setup by the HubSpot migration team through your HubSpot portal.

 

Request a template setup:

  1. On the top right click on your account profile icon to show the drop down menu.
  2. Click on "Account & Billing".
  3. On the left menu bar click "Migrations".
  4. Click "Start setup" and put in your company URL where the template will be built off of.
  5. Click "Confirm and start migration".

If you would like to read more on what is included in the HubSpot template migration as well as how it works, click here: https://knowledge.hubspot.com/account/how-a-template-setup-works