Sales Templates Public API
Tuesday, August 4, 2026
What it is
A public API for sales templates. List, create, retrieve, and update templates and template folders programmatically, instead of managing them only in the HubSpot UI.
Why it matters
Template libraries are built and maintained by hand today. With endpoints behind them, an external tool, or an AI assistant working through the MCP connector, can create and maintain templates directly.
The Take
Casey Hawkins
I historically have not cared about API updates, but every time I read one of these, I'm like, oh, okay, so now our AI connectors can do that.
Casey's lens on API updates is the useful one here. She skipped them for years, and now reads every single one as a question about what the AI connectors can do that they could not do yesterday. On that reading, this one lands.
Worth naming the naming problem first. Sales templates is ambiguous. They have been message templates, then just templates, and it is not obvious from the release note which is meant. The show's read is that these are message templates, and the strongest evidence is that the sequences API shipped right beside it. Those two belong together.
The concrete case came from client work a few weeks ago. A team running their sales motion out of Claude through the HubSpot MCP connector hit exactly this limitation. There was no way to manage templates from outside, so the work fell back to doing it manually in the portal. This is the endpoint set that closes that gap.
Chris hit a version of the same thing from the other side this week while implementing the HubSpot APIs across an agent team. Checking whether the newer endpoints needed anything activated on his tokens, he found files now has a section of its own, with read, write, and delete against the file manager. Same story these API updates keep telling: the capability is arriving faster than most people are checking for it.
What to do: if you are connecting an AI assistant to HubSpot sales work, put this on the list now, and check your token scopes before you build.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
FAQ
Are these the same as message templates?
That is our read, based on the sequences API shipping alongside it, but HubSpot's release note does not say so explicitly. Treat it as likely, not confirmed.
Who gets access?
Sales Free, Starter, Professional, and Enterprise, so effectively every portal with sales tooling.
Do I need new token scopes?
Check. Scopes for newer APIs often need to be activated explicitly on your private app or token before calls will succeed.
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