What are Teams in Salesmsg?
Teams let you organize users into groups—perfect for locations, departments, or roles—making contact and permission management easier.
With Teams, each user sees only the contacts owned by their teammates. No cross-account clutter!
How to set up Teams
To use Teams, follow these two steps:
1. Create your teams
Go to Settings → Teams
Click Create team, then:
• Assign users manually, or
• Import team structure from HubSpot
2. Set contact access permissions
Still in Settings, go to Members
Set Contact access to "Contacts User's Team Owns", then save
Done! Now each user only sees their team’s contacts.
Importing Teams from HubSpot
Already using Teams in HubSpot? Great—we can bring that structure into Salesmsg:
In Teams, click the dropdown carrot next to Create team
Choose Import from HubSpot → Import
Wait for all teams to appear
We’ll skip any already imported teams automatically.
💡 Key Points
If you're part of multiple teams, your contacts will be visible to everyone on those teams.
If you're not in a team, you'll only see your own contacts—even with the "Team Contacts" permission.
When using HubSpot to create teams, make sure to map all HubSpot users and Salesmsg users appropriately.
If you change your HubSpot team (like adding/removing members), it syncs in Salesmsg every 24 hours.
You can also manually sync teams and members anytime.
Why Teams Matter
Simplifies access control—ideal for multi-office or multi-department setups
Reduces distractions by showing only relevant contacts
Keeps HubSpot structure and Salesmsg in sync effortlessly
Frequently asked questions
Can each team have its own credit pool?
No, teams share the same credits.
Can teams pay separately?
No, but consider a Salesmsg Franchise setup if that’s important.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].