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Shared HubSpot Contacts Made Easy

Access, manage, and collaborate on shared HubSpot contacts across teams with real-time syncing and secure permissions.

Summary

Discover the new Contact Sharing feature in Salesmsg, now in beta for HubSpot!

This feature enables you to access contacts shared with your team, even if you don’t directly own them. In this video, we’ll guide you through setting up and using contact sharing within HubSpot and Salesmsg, from syncing shared contacts to managing team permissions. You’ll see a detailed, step-by-step walkthrough on how to activate contact sharing in HubSpot, so everyone has the right access.

Transcript

Hi everyone! In this quick video, I want to share a new feature from HubSpot that works really nicely with Salesmsg and makes sharing contacts between teams and individuals really easy.

For businesses with multiple locations or franchises, it’s common to have contacts who engage with several locations but are only accessible to one team in HubSpot. With the new contact sharing feature from HubSpot, you can now share those contacts across multiple teams and individuals without changing ownership.

In Salesmsg, if you're using the franchise feature, you can map your organizations to specific HubSpot teams to ensure each team can only text and call their designated contacts. With this latest update, any shared contacts in HubSpot are automatically accessible in Salesmsg, allowing relevant teams to reach them seamlessly.

That’s it for contact sharing! Thanks for watching.

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