Sync Salesforce Notes with Hubspot Attachments

Status: Idea Submitted

Currently, Hubspot does not allow syncing contact attachments with Salesforce notes. This is preventing me from getting my team to migrate from using Salesforce to using Hubspot. Let me know when you get this implemented so that I can get my team to use Hubspot instead of Salesforce.

Hi @hashlock! Hmm.. In this case, a great option is the migration opportunities offered by Data2CRM. The service allows migrating all business data with relations between modules and all attachments to the new CRM in a fully automated way. Furthermore, you may always try a free demo (it’s recommended before making any serious actions (like all data transfer)).

Hope, this will help, and one more successful HubSpot CRM customers will be soon. Thanks

We are using HS and SF, but the lack of syncing attachments at a contact level is causing duplicate work for our teams and frustration with lack of visibility. Please consider this improvement.

I had the same problem - found a way around this.

Create a new property called ie Salesforce notes and this will appear in the contact section - import your data to this field

@MHorsford when the data is an uploaded file, how do you manage to import the data? There is no file type for HubSpot properties.

We do a lot of migrations project, that would be super useful to have!

This idea is 3 years old. Has there been any progress? We’re new to HubSpot and believe this would be a excellent way to get people over the hump from coverting from Salesforce.

It would be awesome if the native HubSpot and Salesforce integration could sync over files from Salesforce into HubSpot attachments. This would help prevent various teams from doing duplicate/redundant work. I know third-party tools can do this, but that is potentially an added cost.

Hey all! :megaphone: Our migration product, MigrateMyCRM, can bring these records over periodically. Please reach out if you’re still interested in this.