Syncing Salesforce Chatter to Hubspot Notes

[edstennett]

We're looking to migrate from Salesforce to Hubspot. Our Sales and CS use Salesforce Chatter heavily to update on Opportunities and Customer accounts.

We'd like all of this to be synced over to Hubspot against the matching deals and accounts.

Is this possible? Looking at the integration settings on Hubspot it doesn't seem to be, so I was wondering if this was achievable some other way.

[SLloyd8]

Hi Phil,

Would it be possible to have Salesforce Chatter/Activity continuously syncing through to Hubspot notes?

We would like to pull this activity through to Hubspot to get a better view on Sales activity when pulling lists together.

Thanks,

Sarah

[kvlschaefer]

Hi @SLloyd8,

Thanks for reaching out!

It's currently not possible to sync Salesforce Chatter and notes.

I wanted to refer you to this community post here that outlines two potential workarounds presented by MFrankJohnson.

The two workarounds would be either, create a contact property titled "notes" and transfer the data that way OR Use a 3rd-party service to import your notes.

Best,

Kristen

[Phil_Vallender · Accepted solution]

Hi @edstennett !

You're right that there's no native support for this, so any solution is likely to be a custom one. 

Based on initial research it appears that chatter posts can be exported out of Salesforce using dataloader? If this is indeed the case then it might be possible to format that data for importing into HubSpot as notes. 

If the note import approach doenst work then a custom API solution, to create timeline events or notes programtically. 

The other solution would simply be to go API to API - this might have some benefits over the export route. 

Let me know if you want to look at this in more detail. 

Cheers, Phil.

[nkesher]

Hi Phil - I am trying to do a one-time import of our Salesforce chatter activity into HubSpot. I exported the chatter data using data loader. Can you please provide more information on how to format the data for importing? Do you have a file template that shows how the Salesforce Fields need to be named in order to import correctly?

Thank you.