Template Marketplace

Discover and install pre-built pipeline templates to accelerate your RevOps workflows.

Overview

The Template Marketplace is a curated gallery of ready-to-use Sellestial pipelines. Each template is production-tested and includes complete configuration, so you can deploy proven automations in minutes.

Accessing the Marketplace

Navigate to Marketplace in the left sidebar to browse available pipeline templates.

Interface

Search Bar:

"Search marketplace..."

Find templates by name, category, or use case

Collections:

Featured — Recommended templates
Data Hygiene — Cleaning and validation pipelines
Enrichment — Data enhancement templates

Template Cards

Each card displays:

Icon — Visual type indicator
Name & Publisher — Template title and creator
Category pill — e.g., “Data Cleaning”
Type pill — Workflow / Agent / Classifier
Object scope pill — Contact / Company / Potential Duplicate Pair
Featured badge — When applicable
Step/tool count — Complexity indicator
Price chip — e.g., “Free”, “0.2/contact”, “5/pair”

Template Kinds

Understanding Template Kinds

Code

Deterministic logic without AI

Speed: Fastest
Cost: Lowest
Use for: DNS lookups, API calls, deterministic validation, data transformations

Classifier

AI categorization with confidence scores

Speed: Fast
Cost: Low-Moderate
Use for: Data quality assessment, segmentation, tagging, categorization

StructuredData

LLM extracts structured information with predefined schema

Speed: Fast
Cost: Low-Moderate
Use for: Data extraction, field normalization, parsing, structured output

Agent

AI-powered with web research and multi-step reasoning

Speed: Slower (research-intensive)
Cost: Higher
Use for: Complex analysis, duplicate detection, verification, web research

Browsing Templates

The marketplace interface displays templates with key information:

Template cards show:

Template name and publisher
Pipeline kind (Code, Classifier, StructuredData, Agent)
Object scope (Contact, Company, Duplicate Pair)
Pricing information
Brief description of functionality

Search and filter:

Use the search bar to find specific functionality
Filter by category (Data Hygiene, Enrichment, etc.)
Sort by popularity, newest, or alphabetically

Browse the marketplace directly in the platform to see current available templates.

Template Detail View

Click any template to see full details:

Overview: Description and key features

When to Use: Use cases and scenarios

Purpose: Business goal and outcomes

How It Works: Step-by-step technical flow with diagrams

Pricing: Per-record costs and quotas

Publisher: Creator information and support

Use Template Button: Install the template

Installation Flow

Click Use Template

Button appears on template detail page
Permission Check

Sellestial ensures:
- Required HubSpot scopes are authorized
- External permissions granted (LinkedIn/Google if needed)
- Necessary integrations connected
Draft Creation

Pipeline created with:
- Default configuration
- Draft status (not yet active)
- Pre-configured data sources
- Recommended settings
Redirect

Opens pipeline Overview tab showing:
- Draft status banner
- Configuration summary
- Next steps guidance
Toast Notification

Success message: “Template added. Review settings and Deploy.”

After Installation

Review Settings

Navigate to Settings tab:
- Configure input sources (HubSpot lists)
- Set processing limits
- Adjust review policy
- Configure field mappings
Configure Generator (Optional)

For advanced users:
- Adjust logic if needed
- Modify prompts (Classifier/Agent/Sequence)
- Update data source mappings
- Customize hooks
Test

Run with sample records:
- Use Test tab
- Process 5-10 records
- Review outputs
- Verify behavior
Deploy

Activate the pipeline:
- Click Deploy in Deploy tab
- Review version changes
- Confirm deployment
- Pipeline goes Active
Monitor

Track progress:
- Overview tab shows KPIs
- Contacts/Companies tabs show processing
- Execution logs available
- Success rates visible

Pricing & Billing

Display

On Cards:

Price chip shows cost per record
“Free” for no-cost pipelines
“0.2/contact” for paid pipelines

On Detail Page:

Complete pricing breakdown
Per-record costs
Free tier quotas (when applicable)
Volume discounts (if available)

Quotas

Free tier indication:

"Free: 10K/month"

Means:

First 10,000 records/month are free
Additional records billed at stated rate
Resets monthly

Metering

After Installation:

Usage tracked per pipeline
Billed according to pricing
Visible in pipeline header
Detailed in Usage tab

Usage Tracking

View consumption:

Navigate to Usage → Credits
Filter by category or pipeline
Review transaction history
Export for accounting

RevOps Assistant Integration

The RevOps Assistant can help you with marketplace templates:

Search templates:

You: "Find me a pipeline to clean contact data"
Assistant: [Searches marketplace and recommends templates]

Explain functionality:

You: "How does this template work?"
Assistant: [Fetches details and explains in plain language]

Guide installation:

You: "Help me set up this template"
Assistant: [Guides through installation and configuration]

Choosing Templates

Selection Criteria

When evaluating marketplace templates, consider:

Functionality:

Does it solve your specific data problem?
Does it match your workflow requirements?
Does it integrate with your existing processes?

Pipeline Kind:

Code — Best for high-volume, deterministic operations
Classifier — Good for data quality and segmentation needs
StructuredData — Ideal for extraction and normalization
Agent — Best for complex analysis and research tasks

Cost vs. Value:

Free templates for initial validation
Low-cost templates for filtering and basic operations
Higher-cost templates for complex analysis and high-value records
Balance cost with the value of data quality improvements

Volume Considerations:

High volume — Prioritize Code and Classifier templates (faster, lower cost)
Medium volume — Any template kind works well
Low volume — Agent templates are cost-effective for complex tasks

Use Case Categories:

Data Hygiene — Cleaning, validation, normalization
Duplicate Management — Detection and merging
Data Quality — Assessment and filtering
Enrichment — Adding missing information
Maintenance — Ongoing data updates

Best Practices

Recommended Implementation Approach

Validation First — Start with free Code templates for basic validation
Quality Assessment — Use Classifier templates to filter low-quality data
Data Normalization — Apply StructuredData templates for consistent formatting
Duplicate Resolution — Use Code templates for simple matches, Agent templates for complex cases
Data Cleaning — Apply Agent templates for comprehensive cleanup
Enrichment — Add missing data only to clean, validated records
Ongoing Maintenance — Set up Agent templates for continuous monitoring

Troubleshooting

Template Won’t Install

Issue: “Use Template” button disabled or errors on click

Possible causes:

Missing HubSpot permissions
Integration not connected
Account limits reached

Solutions:

Go to Settings → General
Click Reconnect HubSpot
Authorize all required scopes
Retry template installation

Can’t Find Template

Issue: Looking for specific template but can’t locate it

Solutions:

Use search bar (name, category, use case)
Check correct collection (Featured, Hygiene, Enrichment)
Ask RevOps Assistant to search
Browse all templates (remove filters)

Template Installed but Not Working

Issue: Pipeline installed but no records processing

Check:

Pipeline status = Active (not Draft)
Input sources configured (Settings → Sources)
HubSpot lists have records
Processing limits not too restrictive
Review policy not blocking (if requires review)

Next Steps

Pipeline Kinds — Understand different pipeline engines
LLM Models — Choose the right AI model
Data Sources — Available data providers for pipelines