We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal?
It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration. Specifically for migrating from one to another HubSpot portal, there is a HubSpot to HubSpot Migrator app on the HubSpot App Marketplace.
There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.
For re-importing activities, HubSpot has recently added new options in the standard import process.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
you can use a tool like Hubspot to Hubspot migrator to do this, it will migrate all records including the activities. I have used this several times and works very well.
It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration. Specifically for migrating from one to another HubSpot portal, there is a HubSpot to HubSpot Migrator app on the HubSpot App Marketplace.
There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.
For re-importing activities, HubSpot has recently added new options in the standard import process.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer