CRM

Memorable
Miembro

Export contact and associated comments

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Hello,
I've created some contacts and add some comments to follow steps of my pipe with each of them.
I'd like to export all my contacts with associated comments.
Is it possible ? If yes, how could I do that please ?
                          If not, what's the solution to do same thing on an other way ?

Thanks for your help
Have a good day
Etienne

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1 Soluciones aceptada
bradmin
Solución
Asesor destacado

Export contact and associated comments

resolver

Hi, @Memorable. There's not a good solution for this use case. HubSpot won't allow for the export of tasks, notes, or recorded calls, and notes aren't an action you can trigger to/from HubSpot with Zapier. If this is something which is retrievable from HubSpot APIs, then custom development may be able to retrieve those notes; otherwise, you're left with manually copying and pasting notes into other sources. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

Ver la solución en mensaje original publicado

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4 Respuestas 4
Fee_Lee
Participante

Export contact and associated comments

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@JanaB - the video link is not working, can you please share how it works? Many thanks in advance.

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JanaB
Colaborador líder

Export contact and associated comments

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This link should be working 

JanaB
Colaborador líder

Export contact and associated comments

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For now Hubspot native tool is not allowing export of notes, however, there is a way to export contacts with notes into a CSV using a third-party tool Import2 Wizard.

Easy steps on how to export your notes with their related contact details described here: https://youtu.be/HL3LrDE5k9U 

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bradmin
Solución
Asesor destacado

Export contact and associated comments

resolver

Hi, @Memorable. There's not a good solution for this use case. HubSpot won't allow for the export of tasks, notes, or recorded calls, and notes aren't an action you can trigger to/from HubSpot with Zapier. If this is something which is retrievable from HubSpot APIs, then custom development may be able to retrieve those notes; otherwise, you're left with manually copying and pasting notes into other sources. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
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