App Tutorial

Add Team Members to HubSpot: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 29, 2024
TL;DR

Adding team members to HubSpot involves accessing 'Settings', navigating to 'Users & Teams', and using the 'Create User' option. You can add users by directly entering their emails, importing a CSV file, or importing from integrations like Salesforce. Set permissions and send a welcome email to finalize.

This process enhances collaboration and streamlines workflows within your organization.

Improve your HubSpot efficiency by automating team management and data synchronization tasks with Bardeen.

How to Add Team Members to HubSpot

Adding team members to your HubSpot account is a straightforward process that enhances collaboration and streamlines workflows within your organization. Whether you're looking to add a single user or multiple users, HubSpot provides flexible options to accommodate your needs. This guide will walk you through the steps to add team members to your HubSpot account, assign them to teams, and customize their permissions for optimal account management.

Streamline your team's collaboration and workflow by automating your HubSpot operations with Bardeen. Discover how to download the Bardeen app to start automating today.

HubSpot Add Team Member

To add a team member to your HubSpot account, start by accessing the 'Settings' in your HubSpot portal. Navigate to 'Users & Teams' within the settings menu. Here, you'll find the option to 'Create User.' There are three primary methods to add a new user:

  1. Directly enter the email addresses of the individuals you wish to add. If adding multiple email addresses, separate them with a comma.
  2. Import users from a CSV file. Ensure the file contains an 'Email' column with the email addresses of your users. Save the file in CSV format and upload it.
  3. For accounts with integrations like Salesforce, you can import users directly from those platforms. Select the integration and choose the users you want to import.

After selecting your preferred method and adding the users, proceed to set their permissions. If you're adding multiple users at once, they will all be assigned the same permissions. Finalize the process by sending a welcome email to the new users, granting them access to your HubSpot account.

Automatically sync your HubSpot with Salesforce for improved efficiency and data accuracy. Explore how to integrate HubSpot with Salesforce.

Add a Team Member to HubSpot

Once you've added users to your HubSpot account, you may want to organize them into teams for better management and reporting. To create a team, go to 'Settings' > 'Users & Teams' > 'Teams' tab, and click 'Create team.' Enter a team name, and if applicable, nest your new team under an existing team by selecting the 'Put this team under another team' option. You can then add team members by selecting users from the 'Team Members' dropdown menu. Note that if a team member is part of a different main team, they will automatically be set as an extra team member. Changes to a user's main team can be made through the account settings. Remember, extra team members have access to the team's records and content but are limited in other aspects compared to main team members.

HubSpot Invite Users

Inviting users to HubSpot and assigning them to additional teams as needed ensures that everyone has access to the necessary resources and information. To assign a user as an extra team member, navigate to 'Settings' > 'Users & Teams' and click on the user you wish to assign to an extra team. Under the 'Access' tab, use the 'Extra teams' dropdown menu to select the team(s) you want to assign to the user. You can assign up to 100 extra teams per user. Once done, click 'Save' to update the user's team assignments. This flexibility allows you to tailor access and permissions according to the unique structure and needs of your organization.

Enhance your multi-channel outreach by automating the integration of HubSpot with LinkedIn. Learn more about how to integrate HubSpot with LinkedIn for enriched outreach capabilities.

Automate HubSpot Workflows with Bardeen

Adding team members to your HubSpot account not only streamlines your workflows but also enhances collaboration within your organization. While the manual addition of team members is straightforward, automating your HubSpot operations can vastly improve efficiency and consistency across your team's activities. From synchronizing data between HubSpot and other platforms to creating detailed contact records automatically, automation tools like Bardeen can transform how you manage your team and data.

Here are a few examples of how you can automate HubSpot processes with Bardeen:

  1. Add a new row to Airtable, when a HubSpot company is created: Automatically sync new HubSpot company data to Airtable, streamlining your project management and data organization.
  2. Create HubSpot ticket: Enhance your customer support by automating ticket creation within HubSpot, ensuring a swift response to your customer needs.
  3. Save a HubSpot company as a new Salesforce account: Seamlessly integrate your HubSpot company data with Salesforce, improving your sales team's efficiency and data accuracy.

By automating these tasks, you can save time, reduce manual errors, and focus on strategic activities that drive your business forward. Explore these automations by downloading the Bardeen app.

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