CRM

JAM
Participant

How do I change a contact to become a user in HubSpot?

SOLVE

I am evaluating HubSpot for use in our compnay. I originally set-up a colleague as a 'Contact' in HubSpot but have now made them a 'User' so they too can evaluate and give me their feedback. I have now set them up as a 'User' but they have email tracking history as a 'Contact' that I'd like to retain and merge into their updated 'User' status.

Can anyone tell me if it is possible to do this?

Thank you.
JAM.

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1 Accepted solution
Solution
Anonymous
Not applicable

How do I change a contact to become a user in HubSpot?

SOLVE

Hey @JAM this is not something that is currently possible to do on HubSpot (and not something I believe is in planning). You will need to delete this records on your CRM. 

View solution in original post

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3 Replies 3
KHanchette
Participant

How do I change a contact to become a user in HubSpot?

SOLVE

This thread is from 2017.  We are running into the same issue.  Autologging from outlook setup contacts for people who were not users yet.  We are not making them users.  The merge funcation is nice for merging 2 contacts.  Could the merge function not be upgraded to merge a contact into a user?

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Solution
Anonymous
Not applicable

How do I change a contact to become a user in HubSpot?

SOLVE

Hey @JAM this is not something that is currently possible to do on HubSpot (and not something I believe is in planning). You will need to delete this records on your CRM. 

0 Upvotes
JAM
Participant

How do I change a contact to become a user in HubSpot?

SOLVE

OK. Thanks for letting me know; much appreicated! 🙂

0 Upvotes