Marketplace
Go to Marketplace in the sidebar.
The Marketplace is a library of pre-built shared templates created by the LeadHub team and made available to all workspaces. Browse templates for automations, pipelines, forms, and email sequences โ then install them into your workspace with one click.
Browsing Templatesโ
Templates are listed in a card grid. Use the filters at the top to narrow results:
| Filter | Options |
|---|---|
| Type | Automation, Pipeline, Form, Email Sequence |
| Category | e.g. Real Estate, SaaS, E-Commerce, Services |
| Featured | Show only officially featured templates |
Each card shows the template name, type, category, a short description, and a Preview / Install button.
Installing a Templateโ
- Find the template you want.
- Click Install.
- LeadHub copies the template payload into your workspace โ creating the automation, pipeline, form, or sequence with all its settings intact.
- You receive a confirmation notification when installation is complete.
Installation is non-destructive. Installing a template never overwrites existing records. A brand-new copy is created in your workspace.
What Gets Createdโ
| Template Type | What Is Created |
|---|---|
| Automation | A new automation (initially paused โ activate when ready) |
| Pipeline | A new pipeline with all its stages |
| Form | A new form with all fields pre-configured |
| Email Sequence | A new sequence with all steps and timing |
After Installingโ
- Automations โ go to Automations, find the new automation, review the trigger/action settings, and toggle it Active.
- Pipelines โ go to Pipeline โ Manage Pipelines and assign leads to it.
- Forms โ go to Forms, find the new form, and copy the embed code.
- Email Sequences โ go to Automations โ Email Sequences and enroll leads.
Relatedโ
- Industry Packs โ install a full set of pipelines, fields, and automations pre-configured for your industry
- Automations Overview โ manage installed automation templates