01API Setup
02Connect
03Assets
04Sync
📋 How to Get Your HubSpot Private App Tokens
You need one token for the source portal (read) and one for the destination (read + write). Repeat in each HubSpot account.
1
Log In to HubSpot
Go to app.hubspot.com and select the portal. Repeat for both portals.
2
Settings → Integrations → Private Apps
Click ⚙ Settings (top-right) → left sidebar: Integrations → Private Apps → "Create a private app".
3
Name App & Add Scopes
Name it "Hubber Portal Sync". Add the following scopes (source = read only; destination = read + write):
CRM schema & objects:
crm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.tickets.readcrm.schemas.tickets.writecrm.schemas.custom.readcrm.objects.custom.writecrm.objects.contacts.readcrm.objects.deals.readcrm.objects.products.readcrm.objects.products.writecrm.lists.readcrm.lists.writepipelines
Automation, marketing & content:
automationcontentformsfileshubdbe-commerceticketssales-email-read
4
Create & Copy Your Token
Click "Create app" → confirm → token starts with pat-na1-.... Retrievable any time from Private Apps settings.
5
Repeat for the Second Portal
Switch accounts (account switcher top-left in HubSpot) and repeat steps 2–4 for the second token.
Token is used only in this session and never stored or transmitted beyond your HubSpot API calls.
🔑 Source Portal
The portal you want to copy assets from.
Starts with pat-na1- or pat-eu1-
Not tested yet
📦 Destination Portal
The portal you want to copy assets to.
Not tested yet
⚡ Select Asset Types to Sync
Toggle asset types on/off. Dashed borders = Beta API (may have edge cases — review after sync). All selected assets copy in the order shown.
CRM Schema — Properties, pipelines, object definitions
Properties & Groups
Custom properties & groups for contacts, deals, companies, tickets, products
Pipelines & Stages
Deal and ticket pipeline configurations with all stage definitions
Custom Object Schemas
Custom object definitions, properties & association configs
Association Labels
Custom association label definitions between CRM object types
Automation — Workflows & sequences
Workflows Beta
Automation flows — created paused; review before activating
Sequences
Sales email sequences and step definitions (Sales Hub)
Sales Content — Templates, snippets, playbooks
Snippets
Reusable sales text snippets
Sales Email Templates
1:1 sales email templates
Playbooks
Sales playbook definitions and content (Sales Hub)
Marketing — Emails, forms, lists, campaigns
Marketing Emails
Draft & published emails — created as drafts; no send history
Forms
Legacy form schemas — no submissions migrated
Lists / Segments
Active and static contact, deal & company list definitions
Campaigns
Campaign setup & config — no historical analytics
Commerce — Products
Products
Product catalog items with names, pricing & descriptions
CMS & Files Beta — Requires CMS Hub; install theme in destination first
Website Pages
CMS site pages — theme must be pre-installed in destination
Landing Pages
Marketing landing pages
Blog Posts
Blog content — blog must exist in destination first
Blog Tags & Authors
Blog taxonomy tags and author records
HubDB Tables
HubDB table schemas and all row data
Files & Folders
File manager assets (capped at 200 files; may be slow)
Conversations — Chatflows & bots
Chatflows & Bots
Live chat and chatbot configurations — created disabled
⚠️ Conflict Handling
What to do when an asset with the same name already exists in the destination portal.
Cannot be copied via API: Assets in @hubspot/@marketplace folders, global headers/footers, custom call/meeting types, rollup calculation properties, property sync properties, report definitions, user credentials, billing settings, and historical analytics data.
🚀 Ready to Sync
Select assets and return here to run.
Important: Workflows and chatflows are created disabled. Beta API assets may have edge cases. Always review synced assets in the destination before activating anything in production.