Import Dynamics Annotations to Hubspot Notes

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Neil Bourne posted this 3 weeks ago

I have successfully imported Accounts and Contacts from Microsoft Dynamics to Hubspot using Skyvia.

I am struggling to pull across my annotations.

Hubspot's import CSV facility does not support note importation and Hubspot documentation offers some instructions on API coding to achieve this.

Is this something that Skyvia is going to add to the features of its Hubspot connector or is there a simpler way of achieving this

Regards

Neil

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votes
Mariia Zaharova posted this 2 weeks ago

There is an Engagements object in HubSpot: 

https://developers.hubspot.com/docs/methods/engagements/create_engagement

 

Skyvia supports importing data to Engagements. You can try the following steps:

  • create your Dynamics CRM and HubSpot connections:

https://skyvia.com/resources/docs/index.html?dynamics_connections.htm

https://skyvia.com/resources/docs/index.html?connecting_to_hubspot.htm

  • save the package.

 

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