How to import conversation histories and add/attach them to Companies' or Contacts' timelines?SOLVE
Feb 6, 2017 11:04 AM
I have a database with several contacts and companies that I would like to import into HubSpot CRM. The database also contains calls- and meeting histories I've had with clients in the past that I'd like to import and attach to Companies/Contacts into HubSpot.
Is there a way of importing those conversations and add/link them to companies/contacts' timelines and let them appear in the timeline section of companies/contacts' dashboards? On the import/export spreadsheet that is generated from HubSpot I cannot find any property that would allow me to specifically include those details.
Thanks for your support!
Solved! Go to Solution.
Feb 7, 2017 7:44 PM
As Rami mentioned, you can use a third-party service which utilizes the API in order to import your activites, notes, etc. and associate them to their Contacts, Companies, and Deals. At Import2, we offer this as part of all our standard migrations. You can see how this looks with your own data with a free sample here: https://www.import2.com/hubspot/crm
If you have any specific questions about how this works, feel free to reach out!