CRM

Prak7
Member

Apollo / Hubspot Integration: contact transfer

SOLVE

As a company, we plan to purchase multiple licences for our employees for Hubspot. In addition, one of our employees would have access to an apollo.io subscription, which is integrated with the Hubspot. It is our goal to use the Linked In crawler in Apollo.io, transfer the contacts to our Hubspot and make them available to all of our employees. Hubspot will be primarily used for CRM.

 

The question is how this can be achieved. 

Are all of the transferred contacts automatically available to everyone? And what kind of licence is needed?

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1 Accepted solution
Ben_M
Solution
Key Advisor

Apollo / Hubspot Integration: contact transfer

SOLVE

Based on your description, I would recommend getting in contact with sales at Apollo so you have an understanding of how Apollo works and pick the right plan that will meet your organization's needs.

 

In short, to answer your question, your business would get an Apollo account and add users as needed. The account would get integrated into Hubspot, not the individual users. The integration will dictate what data flows between the systems. As far as access is concerned, if you have business units or permission sets that restrict users from accessing data any data imported through the intergration will have those same restrictions in place because Hubspot controls the access, not Apollo.

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Ben_M
Solution
Key Advisor

Apollo / Hubspot Integration: contact transfer

SOLVE

Based on your description, I would recommend getting in contact with sales at Apollo so you have an understanding of how Apollo works and pick the right plan that will meet your organization's needs.

 

In short, to answer your question, your business would get an Apollo account and add users as needed. The account would get integrated into Hubspot, not the individual users. The integration will dictate what data flows between the systems. As far as access is concerned, if you have business units or permission sets that restrict users from accessing data any data imported through the intergration will have those same restrictions in place because Hubspot controls the access, not Apollo.

0 Upvotes