Export Lead Info to External Rep Firms

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello HS Community!

We have a network of external sales rep firms that does not have access to our HubSpot instance. Recently we integrated our website with HubSpot to start collecting and enriching incoming leads. We would like to share this info directly with our reps.

I tried the Export Contact feature which creates a CSV file that contains all the info but it’s not in a shareable format. Has anyone done this? If so, can you share some best practices?

Thanks for your help!

Jeff

2

Hi @JSchmitz2,

Can you elaborate on what you mean by “not a shareable format”? What is missing for you to be able to share it?

By default, export files include all the columns you either had in view on the index page or all, if you selected so upon export. You can also choose to export as xlsx, if you prefer a non-comma-separated file.

Best regards

3

Hi Karsten, ideally I would like to export the Contact record in a format that looks similar to the Contact View with Activities in HubSpot. The CSV is maching friendly but not easily consumed by a human.

4

@JSchmitz2 there is unfortunately no such file format, if you’re referring to the contact activity timeline. If that’s what you want to provide to the recipients of these files, you might want to consider inviting them with restricted permissions into your HubSpot portal.

Exports from HubSpot will always be spreadsheets, either csv, xls, or xlsx. All external sales teams I have worked with in the past were fine with that format – it is an industry standard.

Best regards!

5

Karsten, that’s a great idea. Can I add them without increasing my seat count in HubSpot? Is it possible to limit their permissions to only view certain contacts and nothing else in our CRM?

6

@JSchmitz2 yes, there is a view-only type of seat which is free and you can have an unlimited amount.

Before you go that route I’d recommend familiarising yourself with permissions - as even view-only permissions are quite extensive from a data sharing point of view. HubSpot user permissions guide

7

Hi @JSchmitz2,

Makes a lot of sense! Introw is a HubSpot app allowing you to easily share HubSpot data with partners.

  1. Select what object you want to share (in the video contact)
  2. Select with which partner you want to share this
  3. The partner will receive a branded e-mail with all the required context to start working on this
  4. You can now collaborate with the partner on this contact without giving the partner HubSpot access.

If you want to go next level, you can even allow the partner to make changes to the contact in the partner portal. 2-way synced with HubSpot.

Here’s a quick video showing you around:

Introw is a PRM (partner relationship management) that deeply integrates with HubSpot. Other usecases are: deal registration, sharing content with partners, working on mutual action plans, training and certifying partners,…You can create an account here and connect your HubSpot.

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Andreas Geamanu**

CEO @ Introw | 1 Partner Portal on top of HubSpot

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