CRM

Nandha18
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Generate reports in word format

resolver
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?
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2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Generate reports in word format

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Nandha18
Solución
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Generate reports in word format

resolver

Hi @karstenkoehler , 

 

Thanks for the your solution!

Best regards!

 

Ver la solución en mensaje original publicado

3 Respuestas 3
Roger
Colaborador

Generate reports in word format

resolver

Hi Nandha, we finaly created a plugin, where you can create a word document from HubSpot deals with a click! More details in the marketplace: https://ecosystem.hubspot.com/de/marketplace/apps/sales/sales-enablement/chilidocs--2934307 . This is just the first shot. Shortly the app will be even more sophisticated with the possibility to add it on every data object, not just deals. Give me a feedback, what you think. 
Roger

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Nandha18
Solución
Participante | Partner nivel Elite
Participante | Partner nivel Elite

Generate reports in word format

resolver

Hi @karstenkoehler , 

 

Thanks for the your solution!

Best regards!

 

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Generate reports in word format

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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