We’ve found the “Shared Team” and “Shared User” properties to be a great solution for granting visibility to contacts that may be owned by one location team but interact with marketing forms or express interest in another location. However, there isn’t currently an intuitive way for partitioned teams to request access to these contacts.
Feature Request:
We’d love to see a feature where partitioned teams can request “Shared Team” or “Shared User” access on contacts that already exist in the HubSpot database. Ideally, this could work by:
1.Triggering a Request – When a contact submits a form indicating interest in a different location, that location’s team can request shared access within HubSpot.
2. Automated Workflows for Approval – Admins could approve requests manually or set up a workflow that automatically grants “Shared Team” access based on form submissions or other engagement triggers.
3. Enhanced Contact Sharing Controls – Allowing admins to configure settings that grant visibility based on specific engagement types (e.g., form submissions, event registrations, etc.).
Why This Matters:
• It ensures accurate and relevant outreach while maintaining data security and team partitioning.
• Helps franchise/multi-location businesses collaborate more effectively when contacts interact with multiple locations.
• Reduces manual intervention from super admins who currently need to manually adjust ownership settings.
Has anyone else encountered this challenge? Would love to hear if others would find this feature valuable!