CRM

MickyBoy
Membro

Connect multiple CRM accounts together to switch between.

resolver

I have three different small service businsess with seperate domains and email addresss.
I have set up each business with a Hubsport CRM.

I would like to connect all three together so i can switch between them.
Can anyone tell me how to do this?

Thanks in advance

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RBoze
Solução
Participante

Connect multiple CRM accounts together to switch between.

resolver

Hey Micky,

 

It is possible to switch between separate accounts currently. When you click "Go To My Account" on the HubSpot homepage, you should be taken to a "HubSpot Accounts" page where you can choose which account to access. Once you are in your CRM for a given account, you can select the Account name in the upper right hand corner of your screen, and there are options to switch between your HubSpot accounts there. 

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Connect multiple CRM accounts together to switch between.

resolver

Hi @MickyBoy,

 

If you add yourself using the same email address to each of these as a user, you will be able to switch between them from only one login.  Once you're logged in using that main account you can switch between each without having to log in again. See screenshot:

 

Multi-account.png

 

Edit: @RBoze posted before me. 🙂




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

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

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Connect multiple CRM accounts together to switch between.

resolver

Hi @MickyBoy,

 

If you add yourself using the same email address to each of these as a user, you will be able to switch between them from only one login.  Once you're logged in using that main account you can switch between each without having to log in again. See screenshot:

 

Multi-account.png

 

Edit: @RBoze posted before me. 🙂




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

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

SBailey7
Participante

Connect multiple CRM accounts together to switch between.

resolver

If you need to use multiple logins under different email addresses and would like to request this feature please upvote this idea:

 https://community.hubspot.com/t5/HubSpot-Ideas/Easily-Switch-between-accounts-with-multiple-email-ad...

 

why might this be needed? Because you work with multiple companies and your work is customer facing therefore the user account must have the same email address for communication to be under proper nomenclature. 

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RBoze
Solução
Participante

Connect multiple CRM accounts together to switch between.

resolver

Hey Micky,

 

It is possible to switch between separate accounts currently. When you click "Go To My Account" on the HubSpot homepage, you should be taken to a "HubSpot Accounts" page where you can choose which account to access. Once you are in your CRM for a given account, you can select the Account name in the upper right hand corner of your screen, and there are options to switch between your HubSpot accounts there. 

PHallwood
Membro

Connect multiple CRM accounts together to switch between.

resolver

Hello, Im having the same issue and it doesnt give me the option tho add another account?

 

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