Move contacts from one account to another

SOLVE
Highlighted
New Contributor

Hi there,

I've tried searching for something in the free version of HubSpot that allows me to automatically move contacts from one account to another once the a contact's property meets certain criteria. Does something like this exist that isn't Salesforce (bit too costly) or manually exporting/importing data?

 

For context, we have Facebook leads going into individual accounts for our sales executives, then website leads going into another where they can be filtered and assigned to sales executives.

 

thanks!

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Community Superstar

>>"I've tried searching for something in the free version of HubSpot that allows me to automatically move contacts from one account to another once the a contact's property meets certain criteria. Does something like this exist that isn't Salesforce (bit too costly) or manually exporting/importing data?"


Yes. Zapier works, but it will not be 'free'!


"For context, we have Facebook leads going into individual accounts for our sales executives, then website leads going into another where they can be filtered and assigned to sales executives."

 

Sounds complicated.

 

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
0 Upvotes
2 Replies 2
Community Superstar

>>"I've tried searching for something in the free version of HubSpot that allows me to automatically move contacts from one account to another once the a contact's property meets certain criteria. Does something like this exist that isn't Salesforce (bit too costly) or manually exporting/importing data?"


Yes. Zapier works, but it will not be 'free'!


"For context, we have Facebook leads going into individual accounts for our sales executives, then website leads going into another where they can be filtered and assigned to sales executives."

 

Sounds complicated.

 

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
0 Upvotes
New Contributor

Thanks Frank!

We were using Zapier before but for something else, it feels a bit excessive to use 2 different tools to do one job.

I haven't found a way to connect 3 different Facebook pages to one HubSpot account, which is why we set up accounts for each exec's page - is there another way around this then?

Reply
0 Upvotes