🚀How to Share Hubspot CRM: A Comprehensive Guide🚀

👋 Welcome to Our Guide on How to Share Hubspot CRM for Seamless Collaboration 👋

If you’re reading this, you’re likely interested in learning how to share Hubspot CRM with your team or external partners to streamline your sales and marketing activities. Sharing CRM data with others can be challenging, but the good news is that Hubspot offers several features and integrations that make the process a breeze. Whether you’re a beginner or a seasoned Hubspot user, this guide will provide you with a step-by-step process and all the information you need to know to get started. Let’s dive in! 🤩

🔎 Understanding Hubspot CRM Sharing Options

Before we delve into the nitty-gritty of sharing Hubspot CRM, let’s first understand the different sharing options available. Hubspot provides two types of data sharing options:

Type of Sharing	Description
Internal Sharing	Allows sharing of CRM data within your Hubspot account with other team members.
External Sharing	Allows sharing of CRM data with external partners, customers, or vendors using integrations or links.

🚀 How to Share Hubspot CRM Internally

Step 1: Set User Permissions

Before you start sharing CRM data internally, ensure that you have set up user permissions for each team member according to their roles and responsibilities. You can set up user permissions by following these steps:

1. Go to the “Settings” tab on your Hubspot account.
2. Select “Users & Teams” under “Manage.”
3. Select the user whose permissions you want to modify.
4. Update the user’s permissions according to their role and responsibilities.

Step 2: Create Custom Views

Creating custom views is a great way to share specific data with specific team members. Here’s how to create custom views:

1. Go to the “Contacts,” “Deals,” or “Companies” tab on your Hubspot account.
2. Select “Create filter” or “Create view.”
3. Select the criteria you want the view to show.
4. Choose to share the view with specific team members or all team members.

Step 3: Assign Tasks and Deals

Assigning tasks and deals to team members is an essential part of internal CRM sharing. Follow these steps to assign tasks and deals:

1. Go to the “Tasks” or “Deals” tab on your Hubspot account.
2. Select the task or deal you want to assign.
3. Select “Assign” and choose the team member you want to assign it to.

Step 4: Set Up Teams

Setting up teams streamlines communication and collaboration among team members. Follow these steps to set up teams:

1. Go to the “Settings” tab on your Hubspot account.
2. Select “Users & Teams” under “Manage.”
3. Select “Create team.”
4. Add team members to the team.
5. Assign team tasks and deals.

Step 5: Use Slack Integration

Integrating Hubspot CRM with Slack makes it easy to share data, updates, and notifications with team members. Follow these steps to set up the Slack integration:

1. Go to the “Settings” tab on your Hubspot account.
2. Select “Integrations” under “Extensions.”
3. Search for the Slack integration and click “Connect.”
4. Authorize Hubspot to access your Slack account.

Step 6: Use Zapier Integration

Zapier is a great tool for automating repetitive tasks and sharing data across multiple apps. Follow these steps to set up the Zapier integration:

1. Go to the “Settings” tab on your Hubspot account.
2. Select “Integrations” under “Extensions.”
3. Search for Zapier and click “Connect.”
4. Authorize Hubspot to access your Zapier account.

🚀 How to Share Hubspot CRM Externally

Step 1: Use Hubspot Sales Hub

Hubspot Sales Hub is a paid feature that allows you to share CRM data with customers, prospects, and vendors. Follow these steps to set up Sales Hub:

1. Go to the “Sales Hub” tab on your Hubspot account.
2. Select “Shareable link” or “Invite team member.”
3. Choose the data you want to share and add the recipient’s email address or generate a shareable link.
4. Set permissions for the recipient and send the email or shareable link.

Step 2: Use Hubspot CMS Hub

Hubspot CMS Hub is a paid feature that allows you to share CRM data with customers and prospects on your website. Follow these steps to set up CMS Hub:

1. Go to the “CMS Hub” tab on your Hubspot account.
2. Select “Create new page” or “Edit existing page.”
3. Choose the “CRM data” module.
4. Select the data you want to display on the page.
5. Set permissions for the page and publish it.

Step 3: Use Zapier Integration

Zapier is a great tool for sharing CRM data with external partners and vendors. Follow these steps to set up Zapier integration:

1. Go to the “Settings” tab on your Hubspot account.
2. Select “Integrations” under “Extensions.”
3. Search for Zapier and click “Connect.”
4. Authorize Hubspot to access your Zapier account.
5. Create a new Zap and set up the CRM data sharing according to your preferences.

🚀 Frequently Asked Questions (FAQs)

Q1: How do I share CRM data with team members who don’t have Hubspot accounts?

A1: You can share CRM data with team members who don’t have Hubspot accounts using the Sales Hub feature, which generates a shareable link for you to send to them.

Q2: How do I share CRM data with external partners?

A2: You can share CRM data with external partners using Sales Hub or Zapier integration.

Q3: Can I set data sharing permissions for specific team members?

A3: Yes, you can set data sharing permissions for specific team members by creating custom views or assigning tasks and deals.

Q4: How do I set up user permissions for team members?

A4: You can set up user permissions for team members by going to the “Settings” tab on your Hubspot account, selecting “Users & Teams” under “Manage,” and modifying each user’s permissions according to their role and responsibilities.

Q5: How do I create custom views?

A5: You can create custom views by going to the “Contacts,” “Deals,” or “Companies” tab on your Hubspot account, selecting “Create filter” or “Create view,” selecting the criteria you want the view to show, and choosing to share the view with specific team members or all team members.

Q6: How do I set up teams?

A6: You can set up teams by going to the “Settings” tab on your Hubspot account, selecting “Users & Teams” under “Manage,” selecting “Create team,” adding team members to the team, and assigning team tasks and deals.

Q7: How do I integrate Hubspot CRM with Slack?

A7: You can integrate Hubspot CRM with Slack by going to the “Settings” tab on your Hubspot account, selecting “Integrations” under “Extensions,” searching for the Slack integration, and clicking “Connect.”

Q8: How do I integrate Hubspot CRM with Zapier?

A8: You can integrate Hubspot CRM with Zapier by going to the “Settings” tab on your Hubspot account, selecting “Integrations” under “Extensions,” searching for Zapier, clicking “Connect,” authorizing Hubspot to access your Zapier account, and creating a new Zap according to your preferences.

Q9: How do I share CRM data on my website using CMS Hub?

A9: You can share CRM data on your website using CMS Hub by going to the “CMS Hub” tab on your Hubspot account, selecting “Create new page” or “Edit existing page,” choosing the “CRM data” module, selecting the data you want to display on the page, setting permissions for the page, and publishing it.

Q10: Can I automate data sharing using Hubspot CRM?

A10: Yes, you can automate data sharing using Hubspot CRM using Zapier integration.

Q11: How do I assign tasks and deals?

A11: You can assign tasks and deals by going to the “Tasks” or “Deals” tab on your Hubspot account, selecting the task or deal you want to assign, selecting “Assign,” and choosing the team member you want to assign it to.

Q12: Can I share specific data with specific team members?

A12: Yes, you can share specific data with specific team members by creating custom views.

Q13: How do I revoke data sharing permissions?

A13: You can revoke data sharing permissions by going to the “Settings” tab on your Hubspot account, selecting “Users & Teams” under “Manage,” selecting the user’s permissions you want to modify, and updating their permissions according to your preferences.

🚀 Conclusion: Take Action Now! 🚀

Congratulations! You have reached the end of our comprehensive guide on how to share Hubspot CRM for seamless collaboration. We hope that you have found this guide informative and useful. Now that you know how to share Hubspot CRM, it’s time to take action and implement these strategies for better collaboration and efficiency. 💪

If you have any questions or concerns, please feel free to reach out to us. We are always happy to help. Happy sharing! 🤝

🚀 Closing Disclaimer 🚀

The information contained in this guide is for educational and informational purposes only. Any advice, consultation, or implementation of the strategies outlined in this guide is done at your own risk. We do not guarantee results, and we are not responsible for any damages or losses arising from the use of this guide. Please consult with a professional before implementing any strategies outlined in this guide. Thank you. 🙂

🚀How to Share Hubspot CRM: A Comprehensive Guide🚀