Import from Pipedrive

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Is there a way to import our notes from Pipedrive into Hubspot?

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Líder intelectual | Partner de nivel Diamond de HubSpot

Hi @RevQ

 

It's not possible to import contact notes along with the contacts - you need to use the API.

 

I've successfully migrated data like this from Pipedrive to HubSpot using https://www.data2crm.com/ before so I recommend you give them a look. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Superestrella de la comunidad

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Q: Possible to import notes into HubSpot?

 

Short A: Not using the import feature.

 

Longer A:

We've had good success using Import2 to import data from Pipedrive (and other CRMs).

 

UPDATE:

- see [Now Live] 5 Updates to Import You Don’t Want to Miss (1-Aug-2018)

- see [Now Live] Import, Deduplicate, and Search Objects Using Object ID (16-Aug-2018)

- see [HubSpot Connect] - Import2 Wizard Integration (26-Jul-2018)

 

Always happy to help you build on HubSpot.

 

Best,
Frank

 


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www.MFrankJohnson.com

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Best,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Líder intelectual | Partner de nivel Diamond de HubSpot

Hi @RevQ

 

It's not possible to import contact notes along with the contacts - you need to use the API.

 

I've successfully migrated data like this from Pipedrive to HubSpot using https://www.data2crm.com/ before so I recommend you give them a look. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Colaborador ocasional

Thank you. Will look into it.

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Superestrella de la comunidad

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting the solution

 

Q: Possible to import notes into HubSpot?

 

Short A: Not using the import feature.

 

Longer A:

We've had good success using Import2 to import data from Pipedrive (and other CRMs).

 

UPDATE:

- see [Now Live] 5 Updates to Import You Don’t Want to Miss (1-Aug-2018)

- see [Now Live] Import, Deduplicate, and Search Objects Using Object ID (16-Aug-2018)

- see [HubSpot Connect] - Import2 Wizard Integration (26-Jul-2018)

 

Always happy to help you build on HubSpot.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Best,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Colaborador habitual

It is not currently possible to import notes into the feed using Hubspot native CSV import  (discussion on importing notes in Hubspot Community).

 

You would need to use API or a 3rd party tool to import your notes from CSV, such as Import2 Wizard.

 

To start with, you can export Notes from within Pipedrive into a CSV. From your Pipedrive account, head to Settings > Export data > Select period> Export notes (please note you have to be an admin to do that)This way you will have a CSV file with notes.

 

The steps to import notes using Import2 Wizard are pretty quick:

 

1. Upload your CSV file, select “notes” as the type of data to import

 

2. Map the fields you want on the note itself (i.e. body/description of the note, timestamp) and the links to the records you want to associate the note to (i.e. contact, company, deal). You can use contact email for example to find the Sure there is an existing contact in HubSpot to link it to (you don't have to use email, you can use any field on the contact, even custom ones)