We often run into issues where multiple sets of data - whole lists, or all contact info from a set period of time - needs to be exported on a regular basis. It’d be great if we could have the ability to set up a workflow to auto-export and send a .CSV file of the information to a set email address (or multiple addresses). It’d certainly automate one more internal, manual process for us and help us be super efficient!
Status: Idea Submitted
We have this request as well! I’d like to schedule CSV of filtered views or the underlying data of a report, the same way you can schedule a report to be emailed.
I need this as well. Workflow is triggered from a ticket closing and need to send a CSV file to team members so they can add contacts to another platform that does not integrate with HubSpot.
I need this as well!
Any movement on this? I would love this feature
I would love this functionality
Still a relevant topic; we’re also interested
Yeah, this would save a lot of time, especially when you’re exporting the same lists every week. Skyvia can handle scheduled CSV exports, so there are ways around the manual work. But I’d still prefer to have this directly in HubSpot, without needing another tool just to export some contacts.