mar 22, 2018 5:42 PM
Is there a way to export notes/tasks, etc. from Hubspot? I know you can export the column of properties, but can I also extract the notes? Thank you!
Stacie
ago 15, 2022 9:55 PM
In case anyone else has this issue down the line... I was able to extract notes by using Ultimate Data Export.
Your notes/meetings/tasks will be in the engagement files.
fev 3, 2020 10:35 AM
Can I export notes with the contact records
fev 3, 2020 11:38 AM
Yes, that would work with Import2 Wizard and here is a short video explaining how it works - https://www.youtube.com/watch?v=KiBf0si00DU
mar 23, 2018 6:29 PM - editado ago 26, 2022 11:34 AM
Q: Exporting Notes
Short A: Not via 'export'.
Longer A: If anyone can do it via the API the guys at Import2 can. And, they'll give you a head's up on any gotcha's BEFORE starting your export/migration.
That being said, clients with fewer than a few thousand contacts typically opt for the workaround -- keep a free version of HubSpot CRM running and link to specific contact records from your new system, so you can still tie old notes to contacts.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Hope that helps.
Be well,
Frank
abr 29, 2018 1:34 AM