Ultimate Assets
Ultimate assets are advanced HubSpot configuration types that require the Ultimate plan ($1,250/mo HubSpot tier) to access. These assets cover reporting, productivity tools, and advanced CRM customization. In JetStack AI, Ultimate assets are available exclusively through the Chrome Extension for import — they are not available in the web dashboard’s import wizard.
Availability
Section titled “Availability”| Feature | Support |
|---|---|
| Import via Chrome Extension | Yes |
| Import via Web Dashboard | No |
| Deploy | Yes (all interfaces) |
| Required JetStack AI Plan | Ultimate |
| Required HubSpot Tier | Ultimate (source and target portals) |
Both the source portal (where assets are imported from) and the target portal (where assets are deployed to) must be on HubSpot’s Ultimate tier for these asset types to function correctly.
Asset Types
Section titled “Asset Types”Dashboards
Section titled “Dashboards”Dashboards are collections of report widgets arranged in a configurable layout.
What is captured:
- Dashboard name and description
- Layout configuration (grid positions, widget sizes)
- Report card references (each card points to a report)
- Dashboard-level filters and date ranges
Deploy behavior: The dashboard shell is created first, then report widgets are added. Each report referenced by the dashboard must either be included in the same deployment or already exist in the target portal. Report IDs are remapped to their target equivalents.
Reports
Section titled “Reports”Reports define data queries with visualization configurations.
What is captured:
- Report name and type (single object, cross-object, funnel, attribution, etc.)
- Data sources and object types
- Metrics, breakdowns, and aggregations
- Filter criteria and date ranges
- Chart/visualization type (bar, line, pie, table, summary, etc.)
- Display configuration and formatting
Deploy behavior: Reports are created via the analytics API. Property references within report filters and breakdowns are remapped to target portal property names. Custom object type references are remapped using the custom object mapping.
Snippets
Section titled “Snippets”Snippets are reusable text blocks that sales and service teams insert into emails and conversations.
What is captured:
- Snippet name
- Body content (may include merge tokens/personalization tokens)
- Folder location
Deploy behavior: Snippets are created with their content intact. Merge tokens (e.g., {{contact.firstname}}) reference property names, which are generally consistent across portals for standard properties. Custom property merge tokens may need manual adjustment after deployment.
Goal Templates
Section titled “Goal Templates”Goal templates define performance targets for teams and individuals.
What is captured:
- Goal name and description
- Target metric and value
- Tracking configuration (pipeline, property, or activity-based)
- Associated pipeline and property references
- Time period settings
Deploy behavior: Pipeline references within goals are remapped using the pipeline mapping. Property references are remapped via the property mapping. If a referenced pipeline or property is not available in the target portal, the goal is deployed without that reference and a warning is logged.
Lead Scores
Section titled “Lead Scores”Lead scores are scoring models that assign numeric values to records based on property values and behaviors.
What is captured:
- Scoring model name
- Positive scoring criteria (rules that add points)
- Negative scoring criteria (rules that subtract points)
- Property-based conditions
- Score thresholds and grade boundaries
Deploy behavior: Scoring rule conditions reference property names and values. Property names are remapped during deployment. Enumeration values within scoring rules are matched by label. Lead score models that reference non-existent properties in the target portal are deployed with those rules excluded and a warning logged.
CRM Cards
Section titled “CRM Cards”CRM cards are custom UI cards displayed on record pages in HubSpot.
What is captured:
- Card title and description
- Display properties (which fields appear on the card)
- Associated actions (buttons, links)
- Conditional display rules
- Target object type (contact, company, deal, ticket, or custom object)
Import interface: CRM cards are grouped by object type in the Chrome Extension’s import selector. This grouping helps you identify which cards belong to which record type. A single object type may have multiple CRM cards.
Deploy behavior: Object type references are remapped for custom objects. Property references within display rules and card fields are remapped to target portal equivalents.
Preview Views
Section titled “Preview Views”Preview views control what information appears when hovering over or previewing a CRM record.
What is captured:
- View name
- Included properties and their display order
- Sort configuration
- Filter settings
- Associated object type
- Card count (number of preview cards displayed)
Deploy behavior: Property references are remapped. The card count configuration is preserved. Object type references for custom objects are remapped.
Playbooks
Section titled “Playbooks”Playbooks are guided scripts and processes used by sales and service teams during calls and meetings.
What is captured:
- Playbook name and description
- Steps and their content (questions, scripts, notes)
- Associated content blocks
- Target object type
- Completion criteria
Deploy behavior: Playbooks are created with their step content preserved. Internal references to properties or other assets within step content are remapped where detectable. Free-text content passes through unchanged.
Permission Sets
Section titled “Permission Sets”Permission sets define access control configurations for HubSpot users.
What is captured:
- Permission set name
- Permission rules and access levels
- Feature-specific permissions
Deploy behavior: Permission sets are created in the target portal with matching rules. Note that permission sets define the template only — they are not automatically assigned to users in the target portal.
Import Interface
Section titled “Import Interface”The Chrome Extension presents Ultimate assets in a multi-tab selector with the following features:
- Search — Filter assets by name across all types
- Tabbed navigation — Switch between asset types (Dashboards, Reports, Snippets, etc.)
- Grouped display — CRM cards are grouped by their target object type for easier identification
- Select all / deselect all — Bulk selection controls per tab
Each tab shows the count of available assets and how many are currently selected.
Troubleshooting
Section titled “Troubleshooting”- Ultimate assets tab not showing in Chrome Extension — Verify that both your JetStack AI plan and the source HubSpot portal are on the Ultimate tier. The tab is hidden when requirements are not met.
- Dashboard deployed without reports — The reports referenced by the dashboard were not included in the deployment. Deploy the reports first, then deploy the dashboard, or include both in the same deployment batch.
- Lead score rules missing after deploy — Rules that reference properties not found in the target portal are excluded. Check the deploy log for which rules were skipped and create the missing properties.
- CRM cards not appearing on records — CRM cards are deployed as definitions, but may need to be activated or positioned in the target portal’s record customization settings.
- Permission set not applied to users — Permission sets are deployed as templates only. Assign them to users manually in the target portal’s user management settings.