Sharing contacts between multiple accounts

SOLVE
AndyRidell
Member

Hi

We have multiple companies which are all run by the same team, and therefor the same clientbase and it would be useful to share/sync contacts between multiple accounts, rather than having to enter them 3 times.

 

I understand that syncing contatcts between multiple HubSpot accounts is not a feature, but was wondering if anyone has found a workaround?

 

Currently, each company has it's own hubspot account so that we can run seperate reports and campaigns etc. But the contact syncing is such a time-consuming issue we had considered merging the accounts and adding a field to Deals for the specific company to be selected (with the obvious limitations that brings)!

 

Any ideas would be helpful, thanks

0 Upvotes
2 Accepted solutions

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @AndyRidell 

 

You could probably do a lot with custom API integration - sending records between portals and creating timeline activities, etc.

 

However, in your situation you sound like an ideal user for Marketing Hub Enterprise. 

 

Marketing Hub Enterprise plus brand domains (two are included) allow you operate campaigns for different brands off the same database. With recent enhancement, the partition of data and assets has got better, you can now create multiple email preference centres too. 

 

Have you considered this approach lately?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
Vectordude
Solution
Contributor

Hi @AndyRidell ,

 

I have dealt with the exact same issue. If all you want to do is pass contact info between instances, you might be able to use zapier as the connector since you can add multiple accounts there.

 

If you want to make it so that it would be a 2 way sync, you would have to create one zap for each direction the data would flow.

  • Zap 1 (Hubspot instance 1 ->  Hubspot instance 2),
  • Zap 2 (Hubspot Instance 2-> Hubspot instance 1)
  • Zap 3(Hubspot instance 3-> hubspot instance 2)
  • You wouldnt need a 4th since hubspot instance 2 already pushes to hubspot instace 1. 

One thing to be mindful of though, is your API call limit. If you are actively syncing between 3 seperate instances, it could go through quite a few calls pretty quickly. Even moreso if you are syncing activity information as well. 

 

I might also be careful about duplicate management. The secondary email field could be an issue, and Im not sure if it would be able to dedupe based on website cookie if its seperate instances.

 

I completely agree with @Phil_Vallender though. Enterprise has recently added some nice partitioning features which might help with your issues.

View solution in original post

5 Replies 5
PamCotton
Community Manager

Hello @AndyRidell 

 

At the moment is not possible to share data between HubSpot accounts.

I was able to think in a workaround to be exporting and importing this information from one account to another. That will be possible to log the information in multiple accounts. I will link all the articles I was able to find.

 

 

As @Phil_Vallender mentioned about it here

 

Kindly,

 

Pam

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0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @AndyRidell 

 

You could probably do a lot with custom API integration - sending records between portals and creating timeline activities, etc.

 

However, in your situation you sound like an ideal user for Marketing Hub Enterprise. 

 

Marketing Hub Enterprise plus brand domains (two are included) allow you operate campaigns for different brands off the same database. With recent enhancement, the partition of data and assets has got better, you can now create multiple email preference centres too. 

 

Have you considered this approach lately?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
AndyRidell
Member

Thank you for your suggestions @Phil_Vallender !

 

The API integrations is something I will dig into a little more. Although the features of the Marketing Hub Enterprise do work for us, we are not quite at the point we could afford the cost; we are still quite small as a company. We'll have to settle for something a little more manual!

Thanks

AndyRidell
Member

Hi @PamCotton 

 

I had considered exporting and importing and that may be the way we do it for the time being. Thank you for the suggestion, and for linking Phil into the thread.

0 Upvotes
Vectordude
Solution
Contributor

Hi @AndyRidell ,

 

I have dealt with the exact same issue. If all you want to do is pass contact info between instances, you might be able to use zapier as the connector since you can add multiple accounts there.

 

If you want to make it so that it would be a 2 way sync, you would have to create one zap for each direction the data would flow.

  • Zap 1 (Hubspot instance 1 ->  Hubspot instance 2),
  • Zap 2 (Hubspot Instance 2-> Hubspot instance 1)
  • Zap 3(Hubspot instance 3-> hubspot instance 2)
  • You wouldnt need a 4th since hubspot instance 2 already pushes to hubspot instace 1. 

One thing to be mindful of though, is your API call limit. If you are actively syncing between 3 seperate instances, it could go through quite a few calls pretty quickly. Even moreso if you are syncing activity information as well. 

 

I might also be careful about duplicate management. The secondary email field could be an issue, and Im not sure if it would be able to dedupe based on website cookie if its seperate instances.

 

I completely agree with @Phil_Vallender though. Enterprise has recently added some nice partitioning features which might help with your issues.

View solution in original post