APIs & Integrations

JMecke
Member

Sales deal data export

SOLVE

I am looking to export sales deal data from Hubspot into a process mining tool - Celonis. The regular export just shows the last stage of a deal. Through the API can I get a result that lists the date/time  every time a deal stage changes?

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1 Accepted solution
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Sales deal data export

SOLVE

Hello @TitiCuisset, yes I would like to share something with @JMecke,

 

So for now it's not possible to export the deals event logs through API.

 

If you want to update any property on the basis of deal state change then, create properties for each stage, if you want to also keep a history of first-time deals entered in a particular stage then you need to create 2 properties for each stage - like - first entered in signup stage, entered in signup stage.

 

Create a workflow to update those properties, each time the deal stage changes.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

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3 Replies 3
BCarterCT
Participant

Sales deal data export

SOLVE

@JMecke How did you get on with process mining HubSpot using Celonis? I've seen there are a few different process mining solutions out there and it would be interesting to hear about your experience. I'm keen to map and understand my own organisations processes - especially those happening in HubSpot.

0 Upvotes
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Sales deal data export

SOLVE

Hello @TitiCuisset, yes I would like to share something with @JMecke,

 

So for now it's not possible to export the deals event logs through API.

 

If you want to update any property on the basis of deal state change then, create properties for each stage, if you want to also keep a history of first-time deals entered in a particular stage then you need to create 2 properties for each stage - like - first entered in signup stage, entered in signup stage.

 

Create a workflow to update those properties, each time the deal stage changes.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
TitiCuisset
Community Manager
Community Manager

Sales deal data export

SOLVE

Hi @JMecke 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @DanielSanchez @Bryantworks @himanshurauthan do you have any recommendations for @JMecke on this? 

 

Thank you!

Best

Tiphaine


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