CRM

Jmurrey
Member

How do export call logs and contact notes?

SOLVE

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?

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How do export call logs and contact notes?

SOLVE

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 | Inbound marketing for B2B technology companies

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17 Replies 17
SNiccolai
Member

How do export call logs and contact notes?

SOLVE

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

JMcMahon2
Participant

How do export call logs and contact notes?

SOLVE

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

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

0 Upvotes
kvonloesecke
Community Manager
Community Manager

How do export call logs and contact notes?

SOLVE

Thanks for sharing, @JMcMahon2


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0 Upvotes
Stevenrassi
Participant

How do export call logs and contact notes?

SOLVE

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

sharonlicari
Community Manager
Community Manager

How do export call logs and contact notes?

SOLVE

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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Salesbusiness
Participant

How do export call logs and contact notes?

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

 

rantczakmc
Member

How do export call logs and contact notes?

SOLVE

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?

SOLVE

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
Participant

How do export call logs and contact notes?

SOLVE

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
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How do export call logs and contact notes?

SOLVE

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 | Inbound marketing for B2B technology companies
GKnight
Participant

How do export call logs and contact notes?

SOLVE

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 Upvotes
JMcMahon2
Participant

How do export call logs and contact notes?

SOLVE

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
Participant | Partner
Participant | Partner

How do export call logs and contact notes?

SOLVE

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 Upvotes
NWong9
Member

How do export call logs and contact notes?

SOLVE

Can you recommend any third party services we could use?

kb3
Participant | Partner
Participant | Partner

How do export call logs and contact notes?

SOLVE

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

rbaker
Contributor

How do export call logs and contact notes?

SOLVE

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
Participant

How do export call logs and contact notes?

SOLVE

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