CRM

gelflex-cc
Key Advisor

Export tasks data

SOLVE

It is great to be able to export tasks but I must be doing something wrong. Selecting columns or all does not net the contact or company.

 

Any work around?

2 Accepted solutions
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Export tasks data

SOLVE

Hi @gelflex-cc,

 

I get the same thing as you, no associated company or contact records, even if they show in the columns.

 

The only workaround that I can think of is to copy the records you'd like to see into the notes field, as those will export. Of course, you'd have to have access to Workflows to accomplish this automatically.

 

I'd assume eventually this would be part of the export; it's very logical.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Export tasks data

SOLVE

Thanks @gelflex-cc. Upvoted!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

5 Replies 5
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Export tasks data

SOLVE

Hi @gelflex-cc,

 

I get the same thing as you, no associated company or contact records, even if they show in the columns.

 

The only workaround that I can think of is to copy the records you'd like to see into the notes field, as those will export. Of course, you'd have to have access to Workflows to accomplish this automatically.

 

I'd assume eventually this would be part of the export; it's very logical.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

opendorz
Contributor

Export tasks data

SOLVE

Josh,  I really need this workaround to include an Associated Contact record with the task(s) on an export, but I don't quite understand your steps.  I have access to Workflows,  but not sure how to build what you suggest into one. Can you explain further, please?

0 Upvotes
gelflex-cc
Key Advisor

Export tasks data

SOLVE
0 Upvotes
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Export tasks data

SOLVE

Thanks @gelflex-cc. Upvoted!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

gelflex-cc
Key Advisor

Export tasks data

SOLVE

@Josh Thanks. I will mark as solved as the answer is provided.  Next......on to ideas. 

0 Upvotes