Account & Settings

CCH_FC
Teilnehmer/-in

Transfer contact between two accounts

lösung

Hello, I have two accounts (I work for one school, but it has two separete campuses), and I'm wondering if there is a way to transfer a contact from one account to another while keeping the initial data collected (lead source, create date etc).  The contact would be better suited for one campus over the one they initially sumbitted a request. 

1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Transfer contact between two accounts

lösung

Hi @CCH_FC

 

Unfortunatly, passing that analytical data along with the contact info isn't possible out of the box - I don't think.


It might be possibe with a third party API migration tool, but the costs would probably be prohibitive. 

 

If you have access to workflows, you could copy the original source to a custom field and export it with the contact. 

 

In your scenario, it sounds like running both schools through an enterprise portal might be advantageous, but there are pros and cons. 

 

Let me know if I can be of any more help. 

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Transfer contact between two accounts

lösung

Hi @CCH_FC

 

Unfortunatly, passing that analytical data along with the contact info isn't possible out of the box - I don't think.


It might be possibe with a third party API migration tool, but the costs would probably be prohibitive. 

 

If you have access to workflows, you could copy the original source to a custom field and export it with the contact. 

 

In your scenario, it sounds like running both schools through an enterprise portal might be advantageous, but there are pros and cons. 

 

Let me know if I can be of any more help. 

Phil Vallender | HubSpot Website Agency