topic Change of Account for Form in Lead Capture Tools

Change of Account for Form

SuV — Tue, 29 Jan 2019 03:25:26 GMT

Hi there,

Is there any way to transfer a non-Hubspot form to another Hubspot account?

I am trying to transfer a form in :

Accounts 3285327 to 1692890

Including the leads that were captured?

Thank you!

Re: Change of Account for Form

Tnichs — Tue, 29 Jan 2019 15:15:13 GMT

Hi, HubSpot has certain Export/Import functionality but it generally applies to objects such as contacts, companies, deals and tickets, but not for tools such as forms, workflows, cta's etc. So you could export the contacts and import them into your new account, but the form would need to be recreated in the new portal Hope that helps

Re: Change of Account for Form

SuV — Fri, 01 Feb 2019 06:45:56 GMT

Hi Tnichs,

Thank you so much for responding.

I am not too sure I understand the solution, as I tried to export the list under "Actions", as per the image, but I can't.

The form is currently in Account: Subscriptions -AUS but we want the form to be under Subscriptions UK as per the image.

Could you walk me through it again please?

Thank you so much.

Re: Change of Account for Form

Tnichs — Fri, 01 Feb 2019 09:11:16 GMT

HI Su

you can't export a form - You'll need to rebuild it in the UK portal - This is a really quick job though, so don't stress over trying to find an export solution -

You can export contact lists, contacts, deals and products. Here's a couple of articles that may help

https://knowledge.hubspot.com/articles/kcs_article/lists/export-your-lists

https://knowledge.hubspot.com/articles/kcs_article/contacts/export-contacts-companies-deals-or-tickets