CRM

Nandha18
Participant

Generate reports in word format

SOLVE
I want to generate reports from the CRM into a set word format. This word format should have our logo and header/footer.
Is this possible in Hubspot CRM?
0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Generate reports in word format

SOLVE

Hi @Nandha18,

 

Out of the box, this is not possible. The closest you can get would be recurring dashboard emails which let you attach the PNG files of the reports which you can then put into a word document.

 

With other automation tools (Zapier, Automate.io etc) there might be ways to accomplish this but I'm not aware how.

 

Most likely, if you want Word documents, your best option would be to sync HubSpot data into a reporting tool which supports Word exports.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
Nandha18
Participant

Generate reports in word format

SOLVE

Hi @karstenkoehler , 

 

Thanks for the your solution!

Best regards!

 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Generate reports in word format

SOLVE

Hi @Nandha18,

 

Out of the box, this is not possible. The closest you can get would be recurring dashboard emails which let you attach the PNG files of the reports which you can then put into a word document.

 

With other automation tools (Zapier, Automate.io etc) there might be ways to accomplish this but I'm not aware how.

 

Most likely, if you want Word documents, your best option would be to sync HubSpot data into a reporting tool which supports Word exports.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.