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How to import conversation histories and add/attach them to Companies' or Contacts' timelines?

解決
一般投稿者

Hi Guys

 

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!

 

Best regards

Matt

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受理された解決策
名誉投稿者

Hi Matt,

 

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! 

 

Best,

Ashley

 

 

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HubSpot社員

Hi @MattSmi,

 

It is not possible to import Calls and Conversation details into the Contact timeline in HubSpot. 

 

If you have development resources though, you can use our Engagements API to add notes, calls, tasks, and activities to the contact timeline. If this is not a possibility then I recommend working with a CRM integration provider like Bedrock Data or Scribe who can help you migrate all your CRM data into HubSpot, including timeline events.

 

Rami 

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一般投稿者

Got it - many thanks @relabidin!

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名誉投稿者

Hi Matt,

 

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! 

 

Best,

Ashley

 

 

常連投稿者

Based on the responses to this question, it looks like we do not have the ability to import calls/emails ourselves, and instead need to go through a 3rd party. Since this can add considerable expense (possibly prohibitive), is there any chance a tool will be added so that this can be done directly by the user? Thank you! -H

Highlighted
コミュニティーマネージャー

Hey @hshafter

While this feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

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常連投稿者

Hi MattSmi, You can migrate the required data with a help of an automated migration service Data2CRM. The SaaS migrates the records swiftly and securely. Also, the service offers a free Demo Migration to explore the tool in action and modules mapping to fit the business requirements.

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新規投稿者

Was this access ever given to the user? If not can someone direct me to the API documentation? Depending on complexity I may be able to write it or have it written myself from an access type database. This is my first issue with HubSpot, you should have a place to dump multiple columns into the timeline as our team can then quickly reference old data and help migrate it to the new without having to go check the old system or for us to find an integration partner

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コミュニティーマネージャー

Hey @JonAbt all HubSpot API documentation can be found here: https://developers.hubspot.com/

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新規投稿者

Thank you @roisinkirby I did end up finding that and joining スマイリー ハッピー any response as to being able to import notes directly into the timeline? or will an API continue to be the only way?

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常連投稿者

Hi JonAbt,

 

In case the question is still relevant, I suggest you take benefits of the service for an automated data migration Data2CRM.

Our techs can add the data you wich to the existing one and create new relations between records.

But, keep in mind that mentioned process can hide some nuance.

 

So, get in touch with Data2CRM specialists and receive useful insight regarding your data migration.

 

Hope the answer is helpful for you

My best

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常連投稿者

Hi, JonAbt, yes the API continues to be the only way to add engagements (calls, meetings etc.) into the timeline. If you don't want to opt for hiring consultantyou can consider a self-service solution - Import2 Wizard, that has a free option and still allows you to import into the timelines.

 

I included a short animation below which shows the process of importing calls as an activity type into Hubspot and linking it to contact.

 

call.gif

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トップ投稿者

Hi

 

Threads can also help you migrate your existing email accounts into Hubspot and attach copies of those emails with your contacts and deal timelines. Hope his helps. 

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