My company has two HubSpot accounts - Should I merge?
SOLVE
We currently have two HubSpot accounts:
The first account was used between 2020 and 2023, containing largely outdated content (contacts and pipeline). This account has since been downgraded to a free subscription. I am the admin on this account.
The second account was created in July 2024 with a Sales Starter subscription for one year and two seats. I have the HubSpot account number but do not have access. The two employees who set up this account are no longer with the company. Once I have access and review the account, I may request to merge the two.
How can I gain access to the second account, . . the 'new' account?
I'd first recommend reaching out to HubSpot support and explaining the situation. You'll most likely need to provide documentation to prove your ownership of the account.
If you know the email addresses used by the former employees, request a password reset for those accounts. If not possible, ask HubSpot to add your email as an admin on the account. From there you should be able to access and review the account.
In terms of merging, HubSpot does not offer a direct "merge" feature, so you’ll need to export and import data manually. The decision to merge will depend on a number of factors like data overlap, workflows that are already built, integrations etc.
I'd first recommend reaching out to HubSpot support and explaining the situation. You'll most likely need to provide documentation to prove your ownership of the account.
If you know the email addresses used by the former employees, request a password reset for those accounts. If not possible, ask HubSpot to add your email as an admin on the account. From there you should be able to access and review the account.
In terms of merging, HubSpot does not offer a direct "merge" feature, so you’ll need to export and import data manually. The decision to merge will depend on a number of factors like data overlap, workflows that are already built, integrations etc.
My company has two HubSpot accounts - Should I merge?
SOLVE
Thank you for your response. I have sent several emails to support@hubspot.com explaining the situation. I will send another and add your suggestion to include me as an admin to the 'new' account.
And thank you for the information about merging. This is a secondary action. I will look into it further only after getting access to the account and determining if there would be any benefit in doing so.
