My problem/challenge is that I don't think this allows me to easily switch between Hubspot accounts in the mobile Hubspot app or desktop.
I think it would be a lot easier to switch between Hubspot accounts if I used just a single email address (e.g. my personal email address), and used this same email address as my login to all the Hubspot accounts.
But then I'm not sure if it's optimal for each business' Hubspot account if I'm logged in using my personal email address for each.
We're HubSpot Partners so we're constantly switching between multiple accounts.
So, here's how I [try to] keep sane:
I use one email address (with maximum super powers) for all accounts. This is our agency email address (in your example your personal one... but I'd try to get a new company email address for your own sanity). It's really easy to switch between accounts (under your profile - top right).
For the clients where we do customer facing work (e.g. send or reply to emails) we have an email address, (for their domin) with a login to HubSpot (e.g. ross@company1.com). But we hardly ever log into HubSpot with that user. So we keep the permissions as low as possible.
Bonus tip:
To avoid confusion I keep one browser per [big] client so I know if I'm in Firefox, I'm working in Company 1, using ross@company1.com. Then in Brave I have Company 2, using ross@company2.com. You get the picture. My main browser is Chrome which has most of my life. And this setup means I can ALT + Tab between screens (clients) easily.
Also, I use Shift (referral link) which allows me to keep my primary inbox (and calendar, and Jira, and Socials, all connected to HubSpot) out of my browser tabs (making like easier).
We're HubSpot Partners so we're constantly switching between multiple accounts.
So, here's how I [try to] keep sane:
I use one email address (with maximum super powers) for all accounts. This is our agency email address (in your example your personal one... but I'd try to get a new company email address for your own sanity). It's really easy to switch between accounts (under your profile - top right).
For the clients where we do customer facing work (e.g. send or reply to emails) we have an email address, (for their domin) with a login to HubSpot (e.g. ross@company1.com). But we hardly ever log into HubSpot with that user. So we keep the permissions as low as possible.
Bonus tip:
To avoid confusion I keep one browser per [big] client so I know if I'm in Firefox, I'm working in Company 1, using ross@company1.com. Then in Brave I have Company 2, using ross@company2.com. You get the picture. My main browser is Chrome which has most of my life. And this setup means I can ALT + Tab between screens (clients) easily.
Also, I use Shift (referral link) which allows me to keep my primary inbox (and calendar, and Jira, and Socials, all connected to HubSpot) out of my browser tabs (making like easier).
Managing multiple Hubspot accounts - one email address or multiple?
SOLVE
Hi Mike, just to clarify here you are my case:
I work as free lance consultant.
I have sometimes 2 sometimes 3 companies that ask for my services. My clients.
For each company I use an email address under their domain.
I am logged in Hubspot with my own business email address.
Under Your Preferences>Settings>General>Email I connected the email of one of my clients i.e. Client A to Hubspot.
This way I use Hubspot extension for Outlook and I send email, check tasks etc. all perfectly working from Outlook on my Mac.
Today I have a second client i.e. Client B that just joined.
For Client B I would like to use Hubspot too and I need to send emails using Client's B email address.
At the same time I would need to use for Client B the same database of customers that I am using for Client A (they work in the same industry so for me it is good to have only one CRM database from where check info: you tell me if this is possible? And if not do I need to export the database from Client A and import into Client B? But this way if something changes in Client A's database that change is not automatically reported in Client B's database, correct? Which thing I do not like).
Now, not sure if it is all clear they way I showed my case.
To recap:
I have 2 clients.
I have to use 2 different email addresses to send emails: