APIs & Integrations

deepak_1
Member

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Hii, I am trying to export Tasks from Hubspot CRM Account to Excel/csv file for 35 Users on a regular basis.
Can somebody please help me with that and also the automation of it if possible.

1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Just to update this thread, it is now possible to export tasks.

 

Please see this resource for additional information and details.

 

Thank you,
Jenny

View solution in original post

5 Replies 5
biondlll
Participant

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

vote on this link to get task export capabality on their radar: https://community.hubspot.com/t5/HubSpot-Ideas/Export-Tasks-from-CRM/idc-p/253211#M29645

 

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Just to update this thread, it is now possible to export tasks.

 

Please see this resource for additional information and details.

 

Thank you,
Jenny

Daveonearth
Participant

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Hi. The export doesn't include due dates of tasks? I can't understand why???

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Hi @Daveonearth,

 

I wanted to share this resource with you.

As explained in the "please note"-box the Activity date column in the export file refers to the due date of the task.

 

Take care!

Jess 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Derek_Gervais
HubSpot Alumni
HubSpot Alumni

Tasks to be Exported to Excel/csv file from Hubspot CRM

SOLVE

Hi @Deepak_Kumar,

There isn't any out-of-the-box functionality to export engagement data (like tasks) in CSV format. You'd need to either build your own functionality using the Engagements API, or investigate 3rd party export tools.

0 Upvotes