For Agencies
Manage scoped updates across authorized client portals
SearchReplace lets your team run find-and-replace operations across installed client HubSpot portals up to the plan limit, with scoped previews, retained operation history, and rollback for eligible completed changes.
The manual workflow is costing you hours per client
Most agencies are still doing bulk HubSpot updates the hard way.
Manual CSV exports × 10 portals
Export to CSV, edit in Excel, reimport, check for errors. Now do that for every client portal. Every time something needs to change. SearchReplace cuts that loop to a few clicks.
No audit trail for clients
SearchReplace retains operation timing, search configuration, status, and result counts so your team has a reviewable record of each run.
One mistake touches thousands of records
A bulk update gone wrong in a client's CRM is a bad conversation. Without rollback, you're manually undoing changes or restoring from a backup that's days old.
Built for the way agencies actually work
Every feature is designed around the reality of managing multiple client portals.
Multi-portal switching
Connect authorized client portals up to the plan limit and switch between installed portals. Each portal operation is previewed and run separately.
Rollback as your safety net
Eligible completed changes retain original values during the plan's rollback window. Restoration remains subject to portal authorization and HubSpot API responses.
Review operation history
Review operation timing, search configuration, status, and result counts. Eligible completed changes retain rollback data during the plan's history window.
Regex for complex migrations
Domain migrations, rebrands, URL updates — use full regular expressions with capture groups to handle patterns that a simple find-and-replace can't.
Custom plans for teams managing multiple portals
Need multiple client portals or custom annual volume? We will scope an Enterprise package around your portal count, retention, and support requirements.