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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s free tier doesn’t provide native export options for customer notes, making Salesforce migration challenging. But you can extract complete note data with proper contact associations using API connections.
This guide shows you how to preserve critical customer context during your HubSpot to Salesforce transition without losing note content or timestamps.
Streamline note extraction for Salesforce migration using Coefficient
CoefficientHubSpotimportsnotes directly into spreadsheets where you can format and prepare them for Salesforce import. This ensures complete data fidelity during the migration process.
How to make it work
Step 1. Import the Notes engagement object from HubSpot.
HubSpotConnect toand select the Notes engagement object. This captures all customer notes with associated contact IDs, timestamps, and full note content in a structured format.
Step 2. Import contact data to enable proper Salesforce mapping.
Pull your contact records alongside the notes data. Use spreadsheet functions like VLOOKUP or INDEX/MATCH to connect notes to contact records for accurate Salesforce field mapping.
Step 3. Format the data to match Salesforce’s activity import requirements.
Create columns for Salesforce fields like Subject, Description, and WhoId. Map HubSpot note content to Description, contact associations to WhoId, and create meaningful subjects from note previews.
Step 4. Export the cleaned data as CSV for Salesforce Data Loader.
Once your notes are properly formatted with Salesforce field mappings, export as CSV. Use Salesforce Data Loader or other import tools to bring the note history into your new system.
Preserve your customer context during migration
Start your migrationDon’t lose valuable customer notes during your Salesforce migration. Coefficient ensures you maintain complete note history with proper contact associations and timestamps that sales teams rely on.with confidence today.
