Copying existing hubspot setup to a new user

NewuserEIT
Member

Hello, I wanted to know if there is a way for me to easily copy/import the entire setup of my colleague's hubspot to my new account? As we work in different locations and seperate teams, instead of me building all the flows myself, I would like to import their setup into mine to save us both time. Thanks

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2 Replies 2
Josh
Recognized Expert | Platinum Partner

Hi @NewuserEIT,

 

Will you be using the same HubSpot account or are you each using your own account?

 

Also, can you be more specific as to what functionality and setup you are looking to duplicate?

 

Thanks!

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

NewuserEIT
Member

Hi Josh, we are not using the same account as our businesses sit seperate unfortunately - I have only made them superadmin. They have set up an account with full dashboard: custom fields and flows (kanban setting etc) that I would need as well. Hope this helps?

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