You can use third-party integration tools like Zapier or Make (Integromat) to automate the transfer of deal file attachments from Bigin to HubSpot without coding. Another option is Filemail, which allows fast and secure file transfers if you're moving attachments manually. Cloud storage services like Google Drive or Dropbox, combined with automation tools, can also streamline the process.
While Zapier or Make can handle simple file transfers, they become expensive and complex quickly when dealing with high volumes or large files.
The better and ultimately cheaper solution for long-term data migration and ongoing synchronization is a custom integration using the HubSpot API and the Bigin APIs.
This approach allows you to establish a secure, controlled data pipeline that reads the file attachment URLs from Bigin, securely downloads the files, and then uploads them directly to the corresponding HubSpot deal record via the API, all without relying on expensive per-task pricing from third-party middleware ✅
The long answer is:
The suggestions to use Zapier or Make are valid for a small, one-time data transfer, but the cost-effectiveness and control quickly diminish when you consider an ongoing synchronization or a large historical data migration.
Zapier and similar platforms charge based on tasks or operations.
Since transferring an attachment involves multiple steps - a task to detect the file, a task to fetch the file URL, and a task to upload the file to HubSpot - a large volume of deals with multiple attachments can rapidly exceed the free or even mid-tier paid plans, making it very expensive🛑
A custom solution using the HubSpot API and the Bigin APIs becomes much cheaper in the long run.
The process involves a serverless function, which can be run on platforms like Google Cloud Platform (GCP) or AWS Lambda, or a dedicated server environment managed via Stape.
This function uses the Bigin APIs to monitor for new or updated deal attachments.
When a file is detected, the function executes a secure, multi-step process: first, it gets the file metadata from Bigin, then it downloads the file to the temporary server environment, and finally, it uses the HubSpot API's File Upload endpoint and then its CRM endpoint to associate that uploaded file with the correct HubSpot deal record.
This approach bypasses the per-task pricing of middleware, only incurring minor, usage-based server costs that are significantly lower.
This custom, API-driven solution offers superior control over file naming conventions, error handling, and file size limits, ultimately being the more sustainable and cost-effective method for managing the delicate process of transferring deal-related attachments.
This comment was generated with the assistance of an AI tool, incorporating my expertise in integrations sm🙂
While Zapier or Make can handle simple file transfers, they become expensive and complex quickly when dealing with high volumes or large files.
The better and ultimately cheaper solution for long-term data migration and ongoing synchronization is a custom integration using the HubSpot API and the Bigin APIs.
This approach allows you to establish a secure, controlled data pipeline that reads the file attachment URLs from Bigin, securely downloads the files, and then uploads them directly to the corresponding HubSpot deal record via the API, all without relying on expensive per-task pricing from third-party middleware ✅
The long answer is:
The suggestions to use Zapier or Make are valid for a small, one-time data transfer, but the cost-effectiveness and control quickly diminish when you consider an ongoing synchronization or a large historical data migration.
Zapier and similar platforms charge based on tasks or operations.
Since transferring an attachment involves multiple steps - a task to detect the file, a task to fetch the file URL, and a task to upload the file to HubSpot - a large volume of deals with multiple attachments can rapidly exceed the free or even mid-tier paid plans, making it very expensive🛑
A custom solution using the HubSpot API and the Bigin APIs becomes much cheaper in the long run.
The process involves a serverless function, which can be run on platforms like Google Cloud Platform (GCP) or AWS Lambda, or a dedicated server environment managed via Stape.
This function uses the Bigin APIs to monitor for new or updated deal attachments.
When a file is detected, the function executes a secure, multi-step process: first, it gets the file metadata from Bigin, then it downloads the file to the temporary server environment, and finally, it uses the HubSpot API's File Upload endpoint and then its CRM endpoint to associate that uploaded file with the correct HubSpot deal record.
This approach bypasses the per-task pricing of middleware, only incurring minor, usage-based server costs that are significantly lower.
This custom, API-driven solution offers superior control over file naming conventions, error handling, and file size limits, ultimately being the more sustainable and cost-effective method for managing the delicate process of transferring deal-related attachments.
This comment was generated with the assistance of an AI tool, incorporating my expertise in integrations sm🙂
You can use third-party integration tools like Zapier or Make (Integromat) to automate the transfer of deal file attachments from Bigin to HubSpot without coding. Another option is Filemail, which allows fast and secure file transfers if you're moving attachments manually. Cloud storage services like Google Drive or Dropbox, combined with automation tools, can also streamline the process.
Currently, HubSpot does not have a native integration with Bigin by Zoho for transferring deal file attachments. You would need to rely on third-party tools like Zapier, Make, or custom API solutions like you mentioned connect.
