topic Re: Import from Pipedrive in Sales Integrations

Import from Pipedrive

RevQ — Wed, 25 Jul 2018 16:41:08 GMT

Is there a way to import our notes from Pipedrive into Hubspot?

Re: Import from Pipedrive

Phil_Vallender — Wed, 25 Jul 2018 16:53:26 GMT

It's not possible to import contact notes along with the contacts - you need to use the API.

I've successfully migrated data like this from Pipedrive to HubSpot using https://www.data2crm.com/ before so I recommend you give them a look.

Hope this helps.

Re: Import from Pipedrive

MFrankJohnson — Thu, 13 Aug 2020 17:10:39 GMT

Q: Possible to import notes into HubSpot?

2020 Short A: Yes. Using the import feature -- please see Import contacts, companies, deals, tickets, products, or notes.

2018 Short A: Not using the import feature.

Re: Import from Pipedrive

RevQ — Wed, 25 Jul 2018 18:06:55 GMT

Thank you. Will look into it.

Re: Import from Pipedrive

JanaBand — Thu, 06 Sep 2018 08:48:22 GMT

It is not currently possible to import notes into the feed using Hubspot native CSV import (discussion on importing notes in Hubspot Community).

You would need to use API or a 3rd party tool to import your notes from CSV, such as Import2 Wizard.

To start with, you can export Notes from within Pipedrive into a CSV. From your Pipedrive account, head to Settings > Export data > Select period> Export notes (please note you have to be an admin to do that)This way you will have a CSV file with notes.

The steps to import notes using Import2 Wizard are pretty quick:

1. Upload your CSV file, select “notes” as the type of data to import

2. Map the fields you want on the note itself (i.e. body/description of the note, timestamp) and the links to the records you want to associate the note to (i.e. contact, company, deal). You can use contact email for example to find the Sure there is an existing contact in HubSpot to link it to (you don't have to use email, you can use any field on the contact, even custom ones)

Re: Import from Pipedrive

Anastasiia_dy — Tue, 20 Oct 2020 16:28:47 GMT

Hi, HubSpot's community!

If anyone still needs help with data import from Pipedrive to HubSpot, you can use Trujay's automated data migration tool and perform free sample or full migration. About other services, you can read here.

Hope, my answer will help.

Re: Import from Pipedrive

noahmckeon — Mon, 24 Jun 2024 22:14:38 GMT

Hey all! 📣 Trujay has rebranded as SyncMatters, and our migration product (formerly Data2CRM) is now called MigrateMyCRM. It's now an even more awesome product than before 😁