APIs & Integrations

mkastens
Participant

API work needed to develop custom report

Needing to provide a reporting view that would help us create report or export to CSV, XL.
Have been told by Support that what I want would require some API work.

I need to be able to show more detail behind team activity to leadership. Would like to be able to create report that is from the Sales/CRM side.

Report to include:
First Name | Last Name | Associated Company | Last Activity Date | Last Contacted | Engagement Type (email, call, note, form submitted, all pulled from timeline) | Last Engagement Notes (pulled from timeline, either auto entered from Outlook sync or the info you enter when you manual enter an engagement note)

I have been able to get most in a Contacts view that I could export to XL but the engagements are not an option without the API work.

Thanks for any direction you can give me,
Mike

1 Reply 1
roisinkirby
HubSpot Product Team
HubSpot Product Team

API work needed to develop custom report

This post was part of the HubSpot Community Team's migration of developer forums from integrate.hubspot.com to community.hubspot.com

 
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