Quick tipHow toSmart CRM

Import past emails, calls and notes onto records

Moving from another CRM? Activities can come over by import, not just records.

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All tiers
Permissions
Import access
Time
5 min · Intermediate
Last verified

Short answer

HubSpot's import tool can import activities such as calls, emails, meetings, notes and tasks, associated to records by unique identifiers. HubSpot's KB recommends including Activity date so the activity shows when it actually happened. You can generate an example file with required properties at the start of the import.

1. After the import

The import summary actions in my demo portal.

Import summary Actions menu
Import actions.

2. Tips

  • Import one activity type per file.
  • Spot-check timelines before importing everything.

3. Related

Migration planning and Smart Transfer.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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