Future schedule recurring exports of saved object views

HubSpot Ideas
1

Hi,

We (our company, Bill Identity) use HubSpot as our main CRM for Sales, AM & Marketing activities and we often export a lot of data from HubSpot to further customize reports for internal company reporting.

For this to happen, we export certain saved object views on a recurring basis however this currently is a manual process by logging into HubSpot and exporting as I don’t seem to find a schedule push out report functionality.

It would be great to have a functionality where we can schedule these saved reports on a recurring basis by providing a tool to select as per below criteria.

- Daily, Weekly, Monthly, Quarterly OR a similar method we use for booking recurring meetings through any meeting app (MS Outlook, Google Calendar, etc)

- Add emails (Logged-in user is defaulted to receive this report, ability to add any other user emails that pre-exists in the company user list)

@Conor

2

Upvoting this!! We desperately need this at our org as well! This would be helpful at both a report and/or list level

3

Need this!

4

This is exactly what we need!!!

5

Is there an update on this idea? We desperately need this.