PortalSync Pro

About

PortalSync Pro — Clone Your Entire HubSpot Setup in Minutes

Stop manually rebuilding dashboards, pipelines, sequences, and templates every time you onboard a new client or set up a new HubSpot portal. PortalSync Pro captures your best HubSpot configurations and installs them anywhere, with all dependencies included.

WHAT IT DOES
PortalSync Pro is a Chrome extension for HubSpot administrators, RevOps teams, and agency professionals who manage multiple HubSpot portals. It lets you capture any HubSpot resource from one portal and install it into another — complete with all required custom properties, conditional stage rules, email templates, and report configurations.

HOW IT WORKS
1. Open the HubSpot portal you want to capture from
2. Select the resource type (dashboard, pipeline, sequence, etc.)
3. Click "Capture" to save it with all its dependencies
4. Navigate to your target HubSpot portal
5. Click "Install" — everything is created automatically

SUPPORTED RESOURCES
- Dashboards (with all embedded reports and custom properties)
- Reports (single or custom report builder reports)
- Pipelines (deal and ticket pipelines with stage rules and conditional properties)
- Sequences (with email templates, delays, and settings)
- Email Templates (sales templates with subject, body, and folder structure)
- Playbooks (sales playbooks with content)
- Deal Tags and Ticket Tags
- Permission Sets
- Email Subscription Types

KEY FEATURES

Automatic Dependency Detection
When you capture a dashboard, PortalSync Pro automatically identifies every custom property used in its reports, every filter, every metric. When you install it, those properties are created first, so your reports work immediately — no "property not found" errors.

Conditional Pipeline Properties
Capture pipelines with their complete stage configuration, including which properties are required at each stage. PortalSync Pro recreates the entire conditional property setup in the target portal automatically.

Package Management
Group related resources into reusable packages. Create a "Sales Onboarding Kit" with your best dashboard, pipeline, sequences, and templates — then install the entire package in any new portal with one click.

Smart Duplicate Handling
Already have a property or resource with the same name? PortalSync Pro detects duplicates and lets you choose: use the existing one, create a new copy, or skip it.

Bilingual Interface
Full English and Spanish support. Switch languages with one click using the flag toggle in the header.

Installation History
Track every installation with detailed logs showing what was created, what already existed, and what failed — with specific error messages for troubleshooting.

WHO IS IT FOR
- HubSpot Agency Partners managing multiple client portals
- RevOps teams standardizing processes across business units
- HubSpot Administrators setting up new portals from templates
- Consultants who implement the same proven configurations repeatedly
- Anyone tired of manually recreating HubSpot setups from scratch

SAVE TIME
Teams using PortalSync Pro save 10+ hours per portal setup. Instead of manually creating dozens of properties, rebuilding reports one by one, and configuring pipeline stages — capture once, install everywhere.

REQUIREMENTS
- A PortalSync Pro subscription (visit https://www.revenuehublatam.com/portalsync)
- Access to HubSpot portals (works with app.hubspot.com)
- Chrome browser

GETTING STARTED
1. Install the extension from the Chrome Web Store
2. Click the orange P icon to open the sidebar
3. Sign in with your PortalSync account
4. Follow the built-in tutorial to capture your first resource

Built by Revenue Hub LATAM — HubSpot specialists helping teams scale their RevOps across Latin America and beyond.

Learn more and subscribe: https://www.revenuehublatam.com/portalsync
Support: Contact us through the PortalSync dashboard