topic Re: Contact Setup Question in 💬 RevOps Discussions

Contact Setup Question

GMarquez1 — Thu, 14 Sep 2023 14:04:48 GMT

Hi,

We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer marketing and communications will continue to be sent from Gainsight. I am looking for best practice advice on how to setup "contacts" in Husbpot.

We currently have core admin users and free users (stakeholders) in our platform. An account would have 5 admin users (paid seats) and 3,000 stakeholders (free seats). Would you have a synch between our platform for ALL end users that creates "contacts" in Hubspot? If yes, how would you setup?

Re: Contact Setup Question

kvlschaefer — Fri, 15 Sep 2023 07:51:36 GMT

Hi @GMarquez1,

Welcome to the Community!

Thank you for this detailed post 🙂

Let's invite our subject matter experts to this conversation.

Hi @HubDoPete, @johnelmer, @crispyGTM - Do you have any advice or best practices for @GMarquez1?

Thank you!

Best,

Kristen

Re: Contact Setup Question

HubDoPete — Fri, 15 Sep 2023 08:12:48 GMT

Hi @GMarquez1

You mentioned both Contacts and Logged In Users.

HubSpot treats Contacts and Users seperately.

Users are created in HubSpot Settings > Users & Teams.
- Users are free and can be assigned a Sales Hub Pro or Enterprise paid seat.
- These are the users who will log into your HubSpot portal.
Contacts are created in your Contacts drop-down menu and from other objects such as Companies.
- Contacts represent the customers you are tracking in your CRM
- The number of contacts you can manage is down to your Contact tier license and dependent on whether any are marketing contacts or non-marketing contacts.
- Contacts do not have a login to your HubSpot, unless you are also publishing private pages ising HubSpot CMS.

Are your stakeholders Users or Contacts?

And do you have Operations Hub which could be programmed to connect and sync with other apps?

Also take a look at the existing integrations available, for example, HubSpot Freshdesk Integration is free and it might do what you need:

https://ecosystem.hubspot.com/marketplace/apps/sales/crm/freshdesk-hubspot-integration-185979

https://www.freshworks.com/freshdesk/integration/hubspot/

best

Pete