CRM

gelflex-cc
Key Advisor

sharing contact information

SOLVE

How would one go about sharing contact information with someone outside of the crm? Perhaps to an accounting firm, payroll firm, bookkeeper, etc.

 

Thanks. 

0 Upvotes
2 Accepted solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

sharing contact information

SOLVE

Hi @gelflex-cc 

 

Assuming you had legal, and moral, grounds to share the information and resolved any potential privacy issues, you could invite people into your CRM with Read Only Access.

 

Alternatively is easy export a list from HubSpot.

 

Is that what you meant?

Mike

View solution in original post

0 Upvotes
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

sharing contact information

SOLVE

Hey – don't get me started on the phone app – really frustrating.

 

What if you had a Custom Property - let's say "share with accountant".

 

When you change they property it could trigger a Workflow to email just the information you want to send to your accountant.

 

Would that work?

Mike

View solution in original post

0 Upvotes
9 Replies 9
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

sharing contact information

SOLVE

Hi @gelflex-cc 

 

Assuming you had legal, and moral, grounds to share the information and resolved any potential privacy issues, you could invite people into your CRM with Read Only Access.

 

Alternatively is easy export a list from HubSpot.

 

Is that what you meant?

Mike

0 Upvotes
TThornburg
Member

sharing contact information

SOLVE

Not a list. Just one contact. Via text preferably.

0 Upvotes
TThornburg
Member

sharing contact information

SOLVE

Just want to send a contact out of hubspot from my phone.

0 Upvotes
gelflex-cc
Key Advisor

sharing contact information

SOLVE

@Mike_Eastwood Thank you for the disclaimer. There is an easy way to share contact information from my phone. If I need to share contact information from the CRM, I wanted it to be easy as they would be one-off contacts rather than a while list.  The issue is providing access to CRM. This cause too many technicalities and ultimately frustration.

 

Any other ideas?

0 Upvotes
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

sharing contact information

SOLVE

Hey – don't get me started on the phone app – really frustrating.

 

What if you had a Custom Property - let's say "share with accountant".

 

When you change they property it could trigger a Workflow to email just the information you want to send to your accountant.

 

Would that work?

Mike

0 Upvotes
TThornburg
Member

sharing contact information

SOLVE

No too cumbersome.  Just need to share 1 contact out of phone app.

0 Upvotes
gelflex-cc
Key Advisor

sharing contact information

SOLVE

@Mike_Eastwood 

I don't have workflows. So basically a screenshot is the best way but terrible for the other person.

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

sharing contact information

SOLVE

"Progress over perfection"

 

It's beeter to send an imperfect solution than wait until you have the perfect one.

 

Go for it.

Mike

0 Upvotes
gelflex-cc
Key Advisor

sharing contact information

SOLVE

@Mike_Eastwood Agreed

0 Upvotes