CMS Development

Gia
Member | Partner
Member | Partner

Importing Call Records to Call Activity Section

SOLVE

Several of our clients have call records from third party lead generators that they would like to import into the calls section of the company/contact records. I am currently adding these call notes to the notes section of the records but it would be more efficient to have them in the actual call log. 

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dennisedson
Solution
HubSpot Product Team
HubSpot Product Team

Importing Call Records to Call Activity Section

SOLVE

@Gia 

If you are using the API, you can create call engagements as described in this doc.

After you create the call, you will need to associate it to the correct contact/company using the associations api.  If you have a lot, I would suggest using the batch endpoints.

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1 Reply 1
dennisedson
Solution
HubSpot Product Team
HubSpot Product Team

Importing Call Records to Call Activity Section

SOLVE

@Gia 

If you are using the API, you can create call engagements as described in this doc.

After you create the call, you will need to associate it to the correct contact/company using the associations api.  If you have a lot, I would suggest using the batch endpoints.