Hi @Jantunes Welcome to the Community. At this time there is not automated way to forward your contacts/companies database on a daily basis. Zapier actions are based on triggers, so there would not be an option to send a specific message at a sepcific time.
Your best bet is to click Options > Export from with the Contacts and Companies tab on the left sidebar.
Ed
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It would be very useful to have a companies or contacts view be automatically exported to csv and sent to your email inbox daily. I don't feel that the solution offered here solves the issue in any way, it simply describes how to manually export companies/contacts.
If you are still looking for this solution, you can try https://wizard.import2.com. It allows you to export different data tables and also schedule this on a regular basis.
Does Import2 allow for scheduled exports of deal filters? For example, if I create a filter for deals created in the last 7 days by a particular deal owner from a particular location, will I able to schedule an export on a daily basis?
Hi @Jantunes Welcome to the Community. At this time there is not automated way to forward your contacts/companies database on a daily basis. Zapier actions are based on triggers, so there would not be an option to send a specific message at a sepcific time.
Your best bet is to click Options > Export from with the Contacts and Companies tab on the left sidebar.
Ed
Did my post help answer your query? Help the Community by marking it as a solution
Hello @DChuIt is not possible to export records using workflow automation to CSV / Excel, however, you could use a deal-based workflow for example to trigger a webhook (if you have an external system to retrieve the webhook) or send an internal email notification to a user with the details of the deal in the email body using Deal/Contact tokens.