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SShepherd4
Membre

Migrate Salesforce Files to HubSpot Attachments

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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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DianaGomez
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Migrate Salesforce Files to HubSpot Attachments

Résolue

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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noahmckeon
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Migrate Salesforce Files to HubSpot Attachments

Résolue

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
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DianaGomez
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Migrate Salesforce Files to HubSpot Attachments

Résolue

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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