Move or share contact between two of my accounts

NM1
Participant

I am running two HubSpot CRM accounts for different businesses. If I forget to change over the open hubspot account and send an email, it creates a contact in the wrong account.

 

Is there a way I can easily move that contract and the record to my other account?

 

Cheers,

Nathan

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Moving  ('porting') or copying ('syncing') records between HubSpot accounts isn't built-in functionality. You'll need to use 3rd-party tools to accomplish your goal.

 

Note: 3rd-party tools that allow porting and syncing between HubSpot accounts can be unbelievably powerful, all have a fairly steep learning curve, and are typically reserved for large data porting/syncing use cases. It's often just easier, faster, more practical to simply perform the process manually for small numbers of records.

 

Just a thought. Hope it helps.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author "Perfect HubSpot" Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

2 Replies 2
MFrankJohnson
Solution
Thought Leader

Moving  ('porting') or copying ('syncing') records between HubSpot accounts isn't built-in functionality. You'll need to use 3rd-party tools to accomplish your goal.

 

Note: 3rd-party tools that allow porting and syncing between HubSpot accounts can be unbelievably powerful, all have a fairly steep learning curve, and are typically reserved for large data porting/syncing use cases. It's often just easier, faster, more practical to simply perform the process manually for small numbers of records.

 

Just a thought. Hope it helps.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author "Perfect HubSpot" Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
NM1
Participant

Thanks Frank. 

0 Upvotes