Tips, Tricks & Best Practices

SShepherd4
Member

Migrate Salesforce Files to HubSpot Attachments

SOLVE

We have a client that is looking to make a switch from Salesforce to HubSpot.   We understand how to migrate over all of the data.   Our biggest issue is how can we easily move all of our Salesforce Files that are associated to Accounts to HubSpot attachments on Companies? 

 

I am not seeing an easy way to do that.  Is there a tool out there to use that would make this easy or is all going to have to be done manually?

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Migrate Salesforce Files to HubSpot Attachments

SOLVE

Hi @SShepherd4,

 

Thanks for reaching out to the Community, I hope you are doing well!

 

Would you mind considering a custom solution to send files from Salesforce to HubSpot? Some options are discussed in this thread, which recommends utilizing either the API or a third-party service.

 

I hope this helps,

Diana


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2 Replies 2
noahmckeon
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Migrate Salesforce Files to HubSpot Attachments

SOLVE

Hey @SShepherd4 ! We've done hundreds of these migrations with our platform and would be happy to help. Please reach out to our MigrateMyCRM team here if you're still looking for a solution.

SyncMatters | Noah McKeon
0 Upvotes
DianaGomez
Solution
Community Manager
Community Manager

Migrate Salesforce Files to HubSpot Attachments

SOLVE

Hi @SShepherd4,

 

Thanks for reaching out to the Community, I hope you are doing well!

 

Would you mind considering a custom solution to send files from Salesforce to HubSpot? Some options are discussed in this thread, which recommends utilizing either the API or a third-party service.

 

I hope this helps,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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