How to Import Salesforce Contact related Notes in to Hubspot

kiran
Member

Hi all,

 

I want to Import my Salesforce Contacts Notes in to Hubspot Contacts. Can we achive this ..?

If Yes can anyone please help me over here.

 

Thanks in advance.

 

 

4 Replies 4
bradmin
Key Advisor

Hi, @kiran. If you're asking about Salesforce's Enhanced Notes feature, then I don't think the connector's set up to do anything with these. HubSpot's connector for Salesforce speaks to a limited amount of objects: leads, contacts, accounts, opportunities, tasks, campaigns and campaign members (in limited capacity), and opportunity contact roles. 

 

Enhanced Notes are stored as Salesforce Files, which are not among the objects currently able to be synced to HubSpot. You may want to consider posting a suggestion in the ideas board to add this.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
0 Upvotes
ashley_milne
Top Contributor

@kiran This is possible with the Import Wizard from Import2 (disclaimer, I work for Import2). This tool enables you to import notes and activities from CSV into Hubspot and attach them to their related contacts, companies and/or deals. Just ping me in private message and I can help you out.

kiran
Member

Hi ashley,

Can I have your email ID, So that I can ping you in private.

0 Upvotes
ashley_milne
Top Contributor

Hi Kiran - feel free to email me direct at: ashley@import2.com

 

thanks!

0 Upvotes