Lead Capture Tools

SuV
Member

Change of Account for Form

SOLVE

Hi there, 

 

Is there any way to transfer a non-Hubspot form to another Hubspot account?

 

I am trying to transfer a form in :

Accounts 3285327 to 1692890 

 

Including the leads that were captured?

Thank you!

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1 Accepted solution
Tnichs
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Change of Account for Form

SOLVE

HI Su

 

you can't export a form - You'll need to rebuild it in the UK portal - This is a really quick job though, so don't stress over trying to find an export solution - 

 

You can export contact lists, contacts, deals and products.  Here's a couple of articles that may help

 

https://knowledge.hubspot.com/articles/kcs_article/lists/export-your-lists

https://knowledge.hubspot.com/articles/kcs_article/contacts/export-contacts-companies-deals-or-ticke...

 


klood digital, become the HubSpot Hero

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Tnichs
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Change of Account for Form

SOLVE
Hi, HubSpot has certain Export/Import functionality but it generally applies to objects such as contacts, companies, deals and tickets, but not for tools such as forms, workflows, cta's etc. So you could export the contacts and import them into your new account, but the form would need to be recreated in the new portal Hope that helps

klood digital, become the HubSpot Hero
0 Upvotes
SuV
Member

Change of Account for Form

SOLVE

Hi Tnichs, 

 

Thank you so much for responding.

 

I am not too sure I understand the solution, as I tried to export the list under "Actions", as per the image, but I can't.Forms   HubSpot1.png

 

The form is currently in Account: Subscriptions -AUS but we want the form to be under Subscriptions UK as per the image.

 

Forms   HubSpot2.png

 

 

Could you walk me through it again please?

 

Thank you so much.

 

 

Su

0 Upvotes
Tnichs
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Change of Account for Form

SOLVE

HI Su

 

you can't export a form - You'll need to rebuild it in the UK portal - This is a really quick job though, so don't stress over trying to find an export solution - 

 

You can export contact lists, contacts, deals and products.  Here's a couple of articles that may help

 

https://knowledge.hubspot.com/articles/kcs_article/lists/export-your-lists

https://knowledge.hubspot.com/articles/kcs_article/contacts/export-contacts-companies-deals-or-ticke...

 


klood digital, become the HubSpot Hero