Bring Notes and Event Activity into HubSpot
Keep campaign context with the records your teams need to follow up
Overview
Bring the context with your records. Notes and event activity help sales understand a conversation and give marketing a clearer basis for follow-up and attribution.
Typical sources include webinar attendance, conference leads, trade-press conversions and partner campaign exports. The Studio works from the file you provide; it does not currently retrieve those source systems' activity automatically.
Prepare notes
- Select note output in Details.
- Choose whether notes should be associated with contacts, companies or both.
- Compose the note from the relevant source columns and preview the result.
- Check the date, time zone and fallback values, especially when the source provides only a date.
- Review owner mappings and any fallback owner.
Review association warnings before delivery. A generated note file is not evidence that the notes have already been imported.
Use marketing events
For supported automated imports, select the intended marketing event, or create a marketing event when that option is offered. Check registration and attendance timestamps, then choose any required event segments.
The Studio can prepare Attended, Registered and Absent segments for the configured workflow. Review which contacts and activities are included rather than assuming every row represents attendance.
Automation choices, including the selected event, are retained while navigating or reloading in the same browser tab. Recheck them when returning in a new tab or after closing the original tab.
Distinguish custom events
Contact + Custom Event prepares contact-linked event occurrence files. Each source row can represent an occurrence, with its selected payload columns and occurrence time.
Custom-event preparation is currently file-only. Define or select the appropriate custom event in HubSpot and complete the import there. Automatically creating custom events and delivering their occurrences is on the roadmap; it is not the same as the existing marketing-event workflow.
What to do next
- Confirm that Records to import includes notes when you intend to deliver them. Contacts only skips prepared companies and notes.
- Preserve repeated activity rows when they represent separate occurrences; email-row deduplication can remove those activities.
- Use Download Files or Import into HubSpot to verify the final operation and destination.