Download property history for a certain multiple deals.

Smart CRM & Sales Hub Account & Settings
1

So, I have a lot of deals. I used filters to get only those I wanted (4k for example). I want to download the property history of these 4k deals. If it is possible, it should be deal ID + deal owner property history + time of change of deal owner. Can this be achieved somehow? Thank you

2

Hi @DHorodetskyi,

Yes, you can export a property’s historical data, but only one property at a time and only for all records: Organize, delete, and export properties

(The default deal record ID doesn’t change so there wouldn’t be any history.)

After exporting the history, you’d have to crossference (e.g. using VLOOKUP) your history export with an exported list of your 4k deals. Export your records

So in short:

  1. Export deals
  2. Export property history for deal owner
  3. Use Microsoft Excel or Google Sheets formulas to connect the two files

Best regards!

3

Hi, @karstenkoehler! Thank you for your reply. I actually tried to do it this way, but it appeared that we had way too much data to use this method. Although, if this is the only available option, we will stick to it as a one-time solution.
Can you please clarify, maybe exporting history owner data only for those 4k deals can be achieved via a request to Hubspot API?

4

Hi @DHorodetskyi, yes, should be doable with the propertiesWithHistory parameter of this endpoint: Accounts Dashboard | HubSpot