Exporting from 3 Engines: Contacts, Companies, Deals - to create one Report.
Sep 9, 2017 6:48 PM
It is possible to set up filters and columns for each Engine in HubSpot Sales (Contacts, Companies, Deals) - and then export the data one engine at a time.
We must export one Engine at a time and this is data only, not helpful.
We then need to combine the information from all three engines into one spreadsheet - or report. And create a document that is viewable/readable by others and makes sense.
I suspect that HubSpot will not offer a solution for improving on this to get a good report.
I am hoping/looking for a 3rd Party App/software that integrates with Hubspot to get it done. (data from 3 engine sources to deliver 1 report or spreadsheet)
Appreciate any help.