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Copy forms or marketing emails from one account to another (BETA)

Last updated: January 17, 2025

Available with any of the following subscriptions, except where noted:

Marketing Hub   Enterprise
Sales Hub   Enterprise
Service Hub   Enterprise
Operations Hub   Enterprise
Content Hub   Enterprise

If you have multiple HubSpot accounts, you can transfer forms or marketing emails from one account to another, to help you avoid manually creating assets from scratch in a new account.

Before you get started

Keep the following limitations in mind before transferring your assets:

  • Only Super Admins can copy assets to another account, where they also must be a Super Admin.
  • Assets can only be transfer from one Enterprise account to another Enterprise account.
  • Assets can be copied from one account to another if each account:
    • Has data hosted in the same region.
    • Are both Enterprise accounts that are not in an Enterprise trial.
    • Are both production accounts. Sandbox accounts are not supported.
  • You must be opted into the beta for this feature in both accounts.
  • When copying a form, form names and fields, but not the data collected through them, will be copied. Custom properties used in the form that do not exist in the destination account will not be copied.
  • When copying a marketing email, only automated marketing emails and their content will be copied. Non-automated marketing emails won't be copied.

Copying assets to another account from settings

To copy assets to another account:

  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to Multi-account.
  • Click Start copying.
  • Select the account you want to copy assets to and click Next.

  • Select the checkboxes next to the assets you want to copy and click Next.

  • Select the checkboxes next to the specific assets you want to copy and click Next.

  • Review the assets selected, then click Start copy.
    • If a form uses a custom property that doesn't exist in the destination account, the custom property will not be copied. In the review step, if the form uses a custom property that doesn't exist in the destination account, you will see it in the Copy issues column. Click the issue to view more details.
    • Click Keep asset to continue copying the form without the custom property, or Remove asset to not proceed with copying the form.

Copying automated marketing emails to another account from the marketing emails index page

As well as being able to copy marketing emails from the settings page, you can copy them to another account from the marketing emails index page:

Please note: only automated emails can be copied to other accounts.

  • In your HubSpot account, navigate to Marketing > Marketing Email.
  • Click the checkbox next to any emails you want to copy (you can select more than one). 
  • Click Copy to another account.

  • Choose the destination account and click Next.
  • Review the assets selected, then click Confirm.

Review the progress and status of assets being copied

You can view the progress and status of the assets being copied in the Multi-account settings screen:

  • In your HubSpot account, click the settings settings icon in the top navigation bar.
  • In the left sidebar menu, navigate to Multi-account.
  • The copy status of any assets are displayed under Copy History.

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