How do I sync two HubSpot accounts?

If you've been using HubSpot for a while, it's likely that you use different email addresses or phone numbers depending on which company you work at. Or perhaps you have personal and business profiles within HubSpot. In any case, if you want to keep everything organized, there is no need to worry about creating separate HubSpot accounts - you can simply create additional ones! Here's how...

How do I connect HubSpot accounts?

First things first: let’s get clear on what exactly happens when we open our HubSpot Dashboard. When we log into our Dashboards (which look like Google Sheets), we see all of the information from all of our connected apps as well as the most recent activity. This means that even though each app has its own login credentials, they aren't used directly by us. Instead, HubSpot takes care of connecting those accounts so that we don't miss out on important updates, emails, notifications, etc., because the wrong profile was selected. For instance, if you only signed up with LinkedIn once and now you want to sign up again with HubSpot, but accidentally logged in with Facebook instead, this won't happen since HubSpot will take care of switching over to the right profile automatically. And if you ever decide to change your password, just go to Settings " Security & Privacy " Change Password and choose whether to reset passwords for other services or not.

The process is pretty straightforward. If you already have an existing HubSpot account, just click Log In on your Dashboard to continue signing in. However, if you haven't yet created an account, select Create Account and follow the steps. Once you enter your details, HubSpot will ask to verify them through another service such as Gmail, Twitter, or Dropbox. After verifying these, you'll be able to access the full features of your new account. It might also prompt you to review your privacy settings before logging in, so make sure you read through those too. You may find yourself needing to edit some preferences after setting up additional accounts, but that shouldn't cause much trouble.

Once you confirm the creation of your second account, you should see both accounts listed under My Accounts in the top-right corner of your Dashboard. The icons next to their names indicate which account you're currently working on. Clicking on either icon opens up the relevant account page where you can view all current plans, add team members, check stats, track leads, etc.

So far, so good. Now here comes the tricky part: managing multiple HubSpot accounts. We know that you can certainly link your various social media accounts to your HubSpot account, but what about having one main HubSpot account while still being able to switch between several others? Well, you could always try adding a secondary email address and then linking it to HubSpot via your primary inbox, but that wouldn't allow you to easily toggle back and forth between different accounts. Luckily, there is actually an easier way, known as Multi-Account Support, that allows you to quickly jump across between multiple profiles without missing a beat. Just head to Settings " Integrations " Email Addresses and select Set Up Multiple Emails. From there, you can add as many email addresses as you'd like and HubSpot will send every incoming message straight to whichever account you designated last. If you prefer, you can opt to receive notifications via text message instead of email. To enable this feature, scroll down further until you reach Manage Apps and tap Enable SMS Notifications. Note that you must complete the above step before enabling multi-account support.

Now that you have a couple of extra email addresses set up, you can start to organize your workflow differently. Perhaps you would rather respond to messages sent to one specific number and avoid getting spammy texts from multiple people who mistakenly received your reply. Simply adjust your mobile settings to route calls and texts to your preferred number and HubSpot will take care of routing these accordingly. Of course, you can also customize individual alerts to determine what type of notification works best for you.

Next, lets explore why you might want to have more than one HubSpot account.

Can you have multiple HubSpot accounts?

Surely you realize by now that companies often provide users with multiple options for registering with their platform. Some businesses offer free trials, require credit card payments, or limit usage based upon certain criteria. Sometimes, employees sign up individually for a reason or another, such as wanting to test drive software prior to making a purchase. Whatever the scenario, chances are that someone in your office wants to try something else besides HubSpot. Fortunately, HubSpot makes it easy to transfer data between different accounts. All you need to do is visit the respective websites' customer success pages and request a move. Alternatively, you can manually copy and paste your data between accounts.

When transferring data, HubSpot gives preference to active plans over inactive ones. That means, if you had an old plan linked to a previous company, HubSpot will give priority to your current account whenever possible. Otherwise, the system tries to migrate your data towards the same plan/team member combination that you were previously assigned to. So, if you had a trial version of Salesforce at your former job, and you recently switched jobs and got promoted to a paid subscription, you will probably lose access to your trial unless you contact Customer Success to upgrade. As long as you didn't cancel your trial period, however, you should never run into issues like this.

HubSpot also provides the ability to segregate your data by role or department. By doing so, you can better control how sensitive pieces of info become accessible to whom. Say you work at a larger organization and are responsible for marketing. While you probably wouldn't mind sharing project statuses with co-workers, you wouldn't necessarily feel comfortable giving away client contact information. With this option enabled, you can designate sections of your data per user group, thus maintaining confidentiality.

For example, maybe you have a section called Marketing Team Members and another labeled Admin Users. Then all marketing staff can access the latter, whereas admin users can only see the former. This prevents anyone outside of your marketing department from accessing anything related to clients.

With HubSpot, you can set custom roles for everyone involved. Head to Settings " Roles & Permissions" Customize Roles and assign permissions based on groups or departments. You can grant admins permission to manage teams, modify objects, and perform administrative tasks. Meanwhile, marketers can handle branding elements, campaigns, lead tracking, analytics, and reporting tools.

Lastly, HubSpot offers a nifty feature that syncs your calendars with the time zone and schedule of whoever you registered with last. Therefore, if you ever wanted to attend an event or meeting during normal hours, you can make sure your calendar reflects the appropriate times.

Can you have more than one account on HubSpot?

Yes, indeed you can! HubSpot limits simultaneous connections to three accounts on the standard package, but you can increase this amount through referrals. Referrals come in handy for those who regularly refer friends and colleagues to a particular product or service. HubSpot pays commissions to customers who generate 10+ qualified sales leads within 90 days and 50+ total leads within 180 days. These referral programs help boost revenue for partners and expand HubSpot's global presence.

To qualify for commission payout, referred accounts must meet certain requirements including minimum spend, average ticket size, and percentage of recurring orders. Additionally, they must also have a valid PO issued by Hubspot. Keep in mind that HubSpot charges a 5% fee for transactions processed through referrals.

However, if you're a regular buyer of HubSpot products, consider purchasing dedicated credits. Credits allow you to pay upfront for future purchases without incurring fees. They typically range anywhere from $5-$50 and vary according to the number of users or licenses purchased.

How do I set up multiple accounts on HubSpot?

Setting up multiple accounts isn't difficult, although it does involve some technical knowledge regarding databases. First off, HubSpot supports MySQL, Microsoft SQL Server, PostgreSQL, and MariaDB. Since HubSpot uses relational database models, it requires an underlying structure to store data. Depending on your needs, you may wish to install a local server or utilize cloud storage solutions such as Amazon Web Services, Digital Ocean, or Rackspace Cloud Sites. Regardless, HubSpot's documentation outlines installation instructions for popular platforms.

After installing your chosen database, you'll need to configure your security settings. There are four levels of authentication available: Basic, Standard, Enterprise, and Premium. Your choice depends entirely on your budget and the level of functionality you desire. A basic account, for example, costs $9 per month with limited resources and capabilities, but premium plans cost upwards of $100 per month.

Then, you'll need to register your HubSpot account(s). Go to https://app.hubspot.com/signup and register for a single account or try starting with the Free Trial. Next, navigate to http://yourdomainname.hubspot.net/dashboard and log in. Each account gets its own unique URL, but you can share links to your Dashboard among teammates.

When working on a team, it's often helpful if everyone is using the same tools for their tasks. This way, they can communicate easily with each other without having to switch between different apps or devices.

But what happens when more than one person works at an organization that uses HubSpot as its business management tool? How does someone who has worked at Company A move over to work at company B? And what about combining HubSpot users into one company instead of splitting them up by department? We'll show you all these scenarios below.

HubSpot offers free user levels so multiple people can use it together within a single organization (or even across organizations). It also features multi-company support where several employees can share information in their own version of the platform rather than have separate versions running side-by-side. Read on to find out how to set this up.

How do I merge two HubSpot accounts?

If you want to join two HubSpot accounts together under one roof, you need to create a new User Level profile and add both sets of credentials to it. To get started, head to Settings & Users " Add New User. You may be asked which role you would like this new user to fill. Select either Admin or Standard User depending on whether you'd prefer to give access to the entire system or just specific sections. Once added, select Sign In next to First Name and enter your email address and password. Then click Save Profile.

Now you should see those accounts appear in your Dashboard. If not, go back and try again until you do. With the accounts listed, open the Account dropdown menu located directly above the Email field. From here, choose Manage Accounts to view everything relating to the relevant HubSpot account. Click Sync now to begin syncing files and documents.

You’re good to go! Now that you've merged your HubSpot accounts, check out our guide on managing multiple profiles in HubSpot.

How do I transfer data from one HubSpot account to another?

There are many reasons why you might want to transfer data from one HubSpot account to another. Maybe you left one job and joined a new one but don't want to start fresh with all of your contacts and clients. Or perhaps you found a better position and want to keep some of your previous responsibilities while still keeping the rest of your career moving forward. Whatever the reason, transferring data is easy. Just follow these steps:

Log into the account you wish to copy. Go to Tools & Data Transfer. Enter your login details and click Start Copy. Depending on the size of your file, this process could take anywhere from five minutes to half a day. Your screen will update during the process and tell you when the operation is complete.

Once transferred, log into the receiving account. Head to Settings & General " Security & Privacy " Authorize Apps. Scroll down to the list of applications authorized to run on your device and locate the app labeled Data Transfer. Open it and grant permission to your old account.

This step allows the data transfer application to actually make changes to your data, such as deleting existing fields before adding new ones. After granting access, save any pending updates to your account that haven't been completed yet. When you’ve finished making edits, hit Done then Finish. The transfer process shouldn't take long after that.

How do I merge two companies in HubSpot?

The most common situation in which merging companies occurs is when an employee moves from one division of a corporation to another. Whether you work for a small business or large enterprise, there's no denying that hiring talent is essential to growing your organization. But finding qualified candidates isn't always easy—especially if it involves searching through thousands of resumes. That's why you should consider using HubSpot to streamline your recruitment efforts.

To achieve this goal, we recommend setting up two HubSpot accounts per company. Each account will feature its own branding elements, including logos, colors, and fonts. However, since they belong to the same organization, the content on the screens themselves won't change much aside from minor design differences. Plus, because each individual doesn't have direct control over the other's account, you can avoid accidentally causing problems with shared resources or sensitive data.

Here's how to set up two accounts within HubSpot itself:

Head to your My Content area. Under the Companies header, tap Create Another Company. Choose Blank Company and name it accordingly. Hit Continue once you accept the confirmation message.

Select Edit Logo on the following page. Here, you'll find a variety of options to customize the look and feel of your second company. Tap Upload Image to upload a logo from your computer. Alternatively, you can search Google Images for suitable images. Make sure you download the latest version of the image, as older ones aren't compatible with newer releases. Next, type in the URL link of the image you downloaded. Finally, tap Download Selected Logos and wait for the download to finish. Once the process completes, apply the customizations you made.

From there, repeat the first part of this procedure to create another blank company. Repeat the last three steps to continue creating additional companies until you reach the number of desired companies. Note that you can edit existing companies' names and logos too, although doing so requires elevated privileges.

Afterward, return to My Content and head to Setup Two Companies. Fill out basic info like contact numbers, mailing addresses, website URLs, etc., then confirm your choices. Once you're satisfied, hit Submit Changes. Wait for the process to complete, then proceed to the final step.

Next, open the account you want to merge with the newly created company. Find the section called +Add Company underneath Companies and expand it by tapping More. Type in the ID code provided by HubSpot. Confirm the connection by clicking Verify Connection, then Apply Customization.

Finally, you'll need to verify the merger yourself. Return to the My Content tab and scroll down to Review Your Merger. There, tap Merge Account.

Enter your login credentials for both companies, then verify the action. Once approved, your new company will automatically become active and visible within the HubSpot interface. At this point, you can close the original company without affecting anything else. All future interactions will take place within the combined entity.

How do I combine HubSpot records?

Sometimes, especially if you're starting a new business venture, it makes sense to combine various types of data into one unified document. For example, let's say you work at a consulting firm that utilizes HubSpot as its CRM software. As such, you probably have client information stored in that program already. Instead of duplicating your effort, you can simply import that data into HubSpot's database.

Follow these steps to merge records:

Open the source record you intend to bring into the target record. On the current screen, navigate to File " Import Records. Browse to the location of your.csv file and double-click the file to import it. Follow the prompts to authenticate the data. Once imported, open the Record Detail panel by selecting View " Show Details. Then, right-click the selected entry and pick Move. Navigate to the destination record and repeat the process until all required records are moved.

On subsequent pages, you'll notice that certain entries are highlighted in blue. Those represent items that were successfully brought over, whereas greyed-out text means that something went wrong. Look closely and you should spot the error messages next to each item. Otherwise, please refer to the Support Center article linked earlier for help troubleshooting errors related to importing data.

We hope you enjoyed learning how to seamlessly integrate multiple HubSpot accounts into a single business. While the examples shown here relate specifically to joining together departments, you could also use this method to consolidate customer lists or personal information from one person onto another's account.

HubSpot provides a range of tools for businesses, including CRM, marketing automation, email management, lead generation, website tracking, etc., but it's not clear if users can access all these features on one instance or need to create separate instances for each function.

The answer depends on what type of business you run. If you have different customers that use different HubSpot modules (e.g., Sales & Marketing vs. Customer Service), then you'll want to keep them separated so they don't impact performance and vice versa. This guide will help you understand this better.

If you have more than one employee using HubSpot, make sure their profiles match up with the user name and password associated with their account. You may also want to check out our list of tips for managing employees and teams in HubSpot.

In addition, we recommend keeping tabs on which HubSpot profile is currently logged into HubSpot at any given time. The reason being is because there could be times when someone logs into another person's HubSpot without realizing. For example, let’s say Joe creates an email follow-up campaign and sends it to Jane Doe via her personal account. At some point later, Jane goes home and checks her work email, only to realize she was signed into someone else's HubSpot instead.

This is where having both accounts synced together comes into play since it would alert you immediately that something like this has happened. To avoid confusion and errors like this happening often, here are three ways to sync two HubSpot accounts.

How do I add an account to HubSpot?

Before getting started, it's important to note that adding a new customer/business partner to your existing HubSpot instance requires creating a second admin profile within HubSpot. By default, this means you won't see anyone under My Customers unless they've added themselves manually through the Admin panel.

To add a new company/customer to your current HubSpot, go ahead and log in as usual. Then select "Customers" from the left menu bar and click "+ Add New". A popup window will appear asking you to enter information about your new customer.

For starters, make sure to fill in your own contact info and billing address. Afterward, select the first option, which reads “I am the owner of this [company].” Click save once everything looks good.

Now, whenever someone tries to sign into your HubSpot account from outside its system, it should prompt them to choose between signing in with Personal or Business credentials. In other words, by doing this, you allow people who aren't part of your primary organization to still use your HubSpot services while preventing unauthorized usage.

How do I sync my HubSpot data?

Once you’ve got your main hub set up, the next thing to consider is ensuring all of your data gets synchronized across devices. As mentioned earlier, this ensures no conflicts occur due to duplicate usernames, passwords, emails, phone numbers, addresses, and other details. Once again, depending on whether you have just one active HubSpot account or more than one, there are different approaches to take.

Let’s start off with explaining the process if you have just one account. First, open up your preferred browser and navigate over to https://[your_hubspot_domain]:port/. Next, look down below the search box and find the link labeled Sign In. Select "Log Into Your Account." Now, based on your settings, either Auth Code or OTP will show up. Enter whichever method works best for you.

Afterwards, select Sync Options from the bottom right corner. From here, scroll down until you reach "Sync Data" and enable auto synchronization. It takes around 60 seconds for HubSpot to begin syncing data automatically.

Next, head back to your previous page and select Sync Settings. Here, you can change various options such as how frequently HubSpot updates your Google Calendar events, changes made to your contacts' birthday dates, etc. Also, you can toggle Auto Sync Off to stop automatic updates altogether.

Finally, hit Save Changes, and you’re pretty much finished! Depending on your internet speed, you might notice some minor delays during the initial setup, especially if you’re working remotely. But after a few minutes, everything should feel smooth.

Alternatively, if you have multiple HubSpot accounts, things are slightly easier. All you really need to do is to copy&paste the same steps above for every single account you wish to connect.

What is HubSpot sync?

As mentioned before, HubSpot offers many useful apps and integrations to enhance productivity, streamline processes, and automate repetitive tasks. However, sometimes these extra functionalities can cause issues when dealing with multiple companies.

That's why HubSpot created Sync—a feature designed to provide seamless integration between HubSpot products. Basically, Sync allows you to view activity history from your secondary accounts alongside your original ones. So for example, let’s say you send out an event invitation to 100 potential clients last week. Today, you decide to follow up with 20% of those leads via text message. Under normal circumstances, you'd need to visit each individual client's HubSpot and pull up their respective histories to compare. With Sync though, you can simply pull up your overall statistics and compare stats from all parties involved.

Another benefit of HubSync is that it doesn't require additional software installations. Instead, it runs directly inside your web browser. Aside from that, users can even opt out of using third party applications entirely. And unlike most other online solutions, HubSpot does offer free support regardless of the number of companies you're connected to. Overall, it's been well received among organizations.

However, if you're looking to integrate several HubSpot accounts together, you must first complete the aforementioned initial setup procedure. Afterwards, you can proceed onto connecting your remaining accounts.

How do I get data from HubSpot?

While HubSpot makes it easy for small businesses to utilize multiple platforms, it's understandable if some individuals prefer sticking with traditional methods. Luckily, you can easily export your data in CSV format. Simply log into your account, select Reports & Dashboards, and choose Export Report(s). When prompted, select All report types and press Create File. Choose the file format you wish to download, and press Download.

Aside from exporting reports, you can also perform similar activities from within HubSpot itself. Let's say you want to retrieve certain records related to specific campaigns. While browsing your database, select Campaigns and locate the relevant row containing said information. Once found, you can filter out columns to include only the necessary fields. Lastly, select Copy Selected Rows from the top toolbar and paste them elsewhere.

Have questions regarding HubSpot sync or any other topic? Feel free to leave a comment below!