CRM

Jmurrey
メンバー

How do export call logs and contact notes?

解決

Hello....

 

I need to be able to export call, email, and activity data into an excel sheet. How do I do this so that it shows who call history and notes?

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

How do export call logs and contact notes?

解決

Hi @Jmurrey 

 

Unfortunatly, you can't export timeline data/engagements from HubSpot currently. 

 

There are third party services that can access this information via the API, usually to migrate them to another system, so this sort of approach might be possible for what you are trying to do too. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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19件の返信
SNiccolai
メンバー

How do export call logs and contact notes?

解決

is not right to hold my database. It's so unprofessional 

JMcMahon2
参加者

How do export call logs and contact notes?

解決

I was able to extract notes by using Ultimate Data Export.

Your notes/meetings/tasks will be in the engagement files.

kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

How do export call logs and contact notes?

解決

Thanks for sharing, @JMcMahon2


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Stevenrassi
参加者

How do export call logs and contact notes?

解決

This action is very important and should be top of your list to make available.

sharonlicari
コミュニティーマネージャー
コミュニティーマネージャー

How do export call logs and contact notes?

解決

Hi @Stevenrassi 

 

Welcome to the Community!

 

I'd recommend voting and add your feedback on this idea, even though the status is currently "Not in planning" this doesn't mean that could change in the future. If you follow the idea you will receive notifications if the status changes or if there is an update from our Product team.

 

Happy Friday

Sharon


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Join regional conversations by changing your language settings !




Salesbusiness
参加者

How do export call logs and contact notes?

解決
This action is very important to migrate data, the sales team would be affected by not being able to follow up on contacts

 

rantczakmc
メンバー

How do export call logs and contact notes?

解決

I too am wondering how to export a log of the email activity of all my contacts.

Shaunyim
HubSpot Employee
HubSpot Employee

How do export call logs and contact notes?

解決

It'd be great also to be able to print out the call logs / notes directly from HubSpot as opposed to copying and pasting them externally. 

 

- Posted on behalf of Pari Charak

sharpasabubble
参加者

How do export call logs and contact notes?

解決

Would very much like to export all communication with a contact (including call logs and attachments) - Why isn't this available? Emails are available. Why not notes and call logs?

Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

How do export call logs and contact notes?

解決

Hi @Jmurrey 

 

Unfortunatly, you can't export timeline data/engagements from HubSpot currently. 

 

There are third party services that can access this information via the API, usually to migrate them to another system, so this sort of approach might be possible for what you are trying to do too. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
DavideMagrini
参加者

How do export call logs and contact notes?

解決

Hi Phil, is there a way I can export calls and have in the same export the columns indicating Lead Status and Lifecycle Stage? I can't find this option in the Callas/Export/Columns.

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Krzysztof
メンバー

How do export call logs and contact notes?

解決

Can you name such "third party services that can access this information via the API"?

0 いいね!
GKnight
参加者

How do export call logs and contact notes?

解決

We are looking to do the same exporting call + notes data. Is there a way to do that from HubSpot without having to use a third party service?

 

 

0 いいね!
JMcMahon2
参加者

How do export call logs and contact notes?

解決

I was able to extract notes by using Ultimate Data Export. 

Your notes/meetings/tasks will be in the engagement files.

It's third party but it's free and easy to use...

kb3
参加者 | Solutions Partner
参加者 | Solutions Partner

How do export call logs and contact notes?

解決

Using a 3rd party plugin to export call/email data is NOT an accepted solution. HubSpot should STOP farming out responsibilities that should be an inherent part of the solution that WE PAY BIG $$ for.

0 いいね!
NWong9
メンバー

How do export call logs and contact notes?

解決

Can you recommend any third party services we could use?

kb3
参加者 | Solutions Partner
参加者 | Solutions Partner

How do export call logs and contact notes?

解決

Why can't this be an exportable capability? They are basic fields with data....

rbaker
投稿者

How do export call logs and contact notes?

解決

The honest answer?  It provides a strong dis-incentive to migrate away from HubSpot to another tool.  No tool wants to make this easy for you.

GlennH
参加者

How do export call logs and contact notes?

解決

Do you ever see this being a function? Is it something if we purchase the custom reports modul?