How to Manage Your Hubspot Account Points of Contact

Your Hubspot account includes several key points of contact that control who receives critical notifications, product updates, and billing communications. Understanding and managing these contacts helps your organization stay informed and maintain the right level of access for the right people.

This guide explains the different contact roles, how they are used, and how to request updates if you need to change who represents your organization in the account.

Understanding Hubspot Account Points of Contact

In every Hubspot subscription, specific individuals are designated as points of contact. These contacts are used by the provider to send important information about your account, including security alerts, payment notices, and product news.

These roles are not the same as user permissions or seat assignments. Instead, they define who is responsible for overall account ownership and communication. The main categories include:

• Primary contact
• Billing contacts
• Technical contact
• Marketing contact
• Partner contact (for partner-managed accounts)

Each type of contact receives different kinds of emails and notifications, and some are authorized to approve or request account-level changes.

Types of Hubspot Account Contacts and What They Do

The following sections describe the standard contact types and what they are used for in your Hubspot account.

Primary Hubspot Account Contact

The primary contact is the main representative for your organization. This person is typically the decision-maker or owner of the subscription.

The primary contact may:

• Receive contract and renewal notifications
• Be contacted about product changes that affect your plan
• Approve account-level updates proposed by support or sales teams

Because this role is so important, changes to the primary contact generally require verification.

Billing Contact in Hubspot

The billing contact is responsible for financial matters related to your account. This role is critical for keeping subscriptions active and invoices accurate.

Billing contacts may receive:

• Invoices and payment receipts
• Notifications about failed payments
• Renewal and upgrade quotes
• Tax or compliance-related communications

Organizations often assign this role to a finance or accounting user so that payment issues do not depend on a single administrator.

Technical Hubspot Contact

The technical contact focuses on configuration and integration aspects of the account. This role is ideal for a system administrator, operations manager, or IT specialist.

Technical contacts may be the first to receive:

• Security and platform notices
• Information about product changes affecting integrations or APIs
• Requests or guidance related to data migration and implementation

Keeping the technical contact up to date ensures that technical notifications reach someone who can act on them quickly.

Marketing or Product Updates Contact

Some messages are focused on product education, new features, and marketing-related resources. These can be routed to a dedicated marketing or enablement contact within your Hubspot account.

This contact may receive:

• Release notes and new feature announcements
• Invitations to webinars, training, or events
• Best practices and recommended resources

Assigning this role to a marketing leader or operations specialist helps your team stay informed about new capabilities they can use.

Who Can Request Changes to Hubspot Contacts

Changes to your account points of contact usually must come from someone who already has recognized authority on the account. This is designed to protect your organization from unauthorized or fraudulent updates.

Typically, requested changes must be submitted by one of the following:

• The current primary contact
• A current billing contact
• A super admin or administrator with appropriate permissions
• Your assigned partner or account manager (in partner-managed implementations)

Support teams may require confirmation from existing authorized contacts before updating any roles, especially billing or primary contact details.

How to View or Confirm Your Current Hubspot Contacts

To manage your Hubspot account points of contact effectively, you should first confirm who is currently listed for each role. While the exact navigation can vary by plan and interface, the process typically follows these steps:

1. Sign in to your account with an administrator or super admin user.

2. Navigate to your account settings or account overview area.

3. Locate the section that lists account contacts, points of contact, or similar labels.

4. Review each contact type (primary, billing, technical, etc.) and verify that the names and email addresses are still accurate.

If you do not see this information or cannot access it, you may need to work with an existing admin or contact support for assistance.

How to Request Updates to Hubspot Account Contacts

If any of the listed contacts are outdated, such as former employees or obsolete email addresses, you should request an update as soon as possible to prevent communication gaps.

Step-by-Step Process to Request Changes

1. Identify the changes you need:

   • Which contact type needs to change (primary, billing, technical, etc.)
   • Who should be removed
   • Who should be added, including full name and email address

2. Gather verification details:

   • Your company name and domain
   • Your current subscription or account ID, if available
   • Details about your role and relationship to the account

3. Contact support using an official channel:

   • Use the in-app help options or contact form
   • Reference the need to update points of contact on the account

4. Provide written authorization:

   • If you are a current primary or billing contact, specify that you authorize the requested change.
   • If you are not listed as a contact, be prepared to supply additional proof or involve an existing admin.

5. Confirm the update:

   • After the change is processed, log in and verify that the contact list now reflects the correct individuals.
   • Ask each new contact to check that they can receive system emails properly.

Best Practices for Managing Hubspot Contact Roles

Clear ownership of account communications makes it easier to manage renewals, security, and configuration. Use the following best practices to maintain accurate Hubspot roles over time.

Assign Clear Responsibilities

For each contact type, define who in your organization is responsible and ensure they understand their role:

• Primary contact: executive sponsor or owner
• Billing contact: finance or accounting lead
• Technical contact: IT, RevOps, or system administrator
• Marketing or product contact: marketing lead or CRM owner

Document these assignments internally so that everyone knows who to contact for account questions.

Review Contacts During Staff Changes

Whenever people join, change roles, or leave your organization, your Hubspot account contacts should be part of your offboarding and onboarding checklist.

• Remove departed employees from all contact roles.
• Add replacements as soon as new responsibilities are assigned.
• Confirm email addresses and access rights at the same time.

Audit Your Hubspot Contacts Regularly

At least once or twice a year, schedule a quick review of your account contacts to make sure everything is still accurate. During each audit, check that:

• Every contact email is active and monitored.
• The primary contact still reflects the current owner or sponsor.
• Billing contacts match the team handling payments.
• Technical contacts still manage integrations and systems.

This simple process helps prevent missed renewal notices, payment problems, or security alerts.

Where to Learn More About Official Hubspot Policies

For the most accurate and up-to-date instructions on changing account points of contact, always refer to the official documentation. Policies and procedures can change over time, and the official guide will reflect the latest requirements.

You can review the original help article directly at this Hubspot knowledge base page. There you will find any specific conditions, examples of acceptable authorization, and details about how support teams verify changes.

Improve Your Overall CRM and Hubspot Setup

Managing account contacts is just one part of maintaining a clean and efficient CRM environment. You may also want guidance on user roles, data structure, or integrations to get the most value from your platform.

For expert help with CRM strategy, automation, and implementation, you can explore additional consulting resources such as Consultevo, which provides guidance on optimizing customer platforms for growth and compliance.

By keeping your contacts accurate, aligning roles with responsibilities, and regularly auditing your setup, your organization can ensure that all important messages reach the right people and that your Hubspot account remains secure and well-managed.

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