Have three accounts in one account

[RSaraiva]

Hi, I am an independent CRM Consultant working for 3 companies. Is it possible to have inside my account these 3 accounts? Each having its own leads and clients etc? I also need to do the CRM of my own company. Thank you!

[SLee0]

Hi @RSaraiva, 

Thanks for your question. Are you using different email addresses to log in or will you be using the same email to manage all 3 accounts? 

In order to switch between portals (accounts), you must be using the same email address. If there's already an existing HubSpot portal for each company, you can easily send an invitation to join that HubSpot portal with the same address.

From there, you'll be able to see all 3 accounts in the dropdown when clicking on your profile and preferences. 

Now, if you're looking to create a New HubSpot Portal (account) with your email address you'll want to do the following: 
1. Log into your HubSpot Account https://app.hubspot.com/login/ 
2. Click on this link: https://app.hubspot.com/signup-hubspot/crm?step=existing_user 
3. Choose 'Create Account with New User', then follow the next steps forward.

Here are two knowledge base articles that might provide more information to do this: 
Manage multiple HubSpot accounts 
Add HubSpot Users 

I hope this helps! Please let me know if you have additional questions. 

Best, 

Sarah 

[CAdams21]

Hi Sarah

I have a similar issue as described in this question.  Please can you elabortate on how to do this: "If there's already an existing HubSpot portal for each company, you can easily send an invitation to join that HubSpot portal with the same address".   I am trying to give access to our HubSpot org to a marketing agency that manages our website and he already has an account with another client and he is struggling with 2FA. Thanks

[RSaraiva]

thank you!

[Josh · Accepted solution]

Hi @RSaraiva,

Each company should have its own HubSpot account or alternatively if you have your own Enterprise account and business units, you could have the leads in one account with some separation.

Who ultimately owns the data? If the lead data is to be owned by the individual companies, I would go with 3 separate portals.

Technically you could do this in one portal without Enterprise, but it is not advised.

Hope this puts you on the right track!