Export notes

Smart CRM & Sales Hub CRM
1

Is Hubspot planning a feature to allow notes export? This is a basic feature that all other CRMs allow.

2

Hi @eduar,

It’s currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box in the free CRM.

If you’re on the Professional subscription, you can create a custom activities report and export that report.

For free portals, there are workarounds using third-party integrations. I haven’t tested this myself but other users have mentioned import2 data migration.

Another alternative would be custom solutions based on the HubSpot Engagements API.

There is also a thread on this topic in the HubSpot Ideas section of the community. I’d recommend upvoting this thread and leaving a comment with your use case.

Hope this helps!

3

As mentioned by Karsten, one of the workarounds is to create a custom report that includes the following information:

  • Object’s unique identifier (eg email address of contacts or company domain name of companies)
  • Note body
  • Activity created by
  • Activity date
  • Plus other properties you need

Then export this report as CSV/XLS.

4

Hi!

Is it possible to export note history?