CRM

Kc7
Member

How do you export data on the engagement of the contacts.

SOLVE

Hi there,
We are looking to export data on the engagement of each contact, which will help us summarise sales process like average activity time, mode of activities, etc. 

Is this possible? If so, please guide through the process. 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do you export data on the engagement of the contacts.

SOLVE

Hi @Kc7,

 

It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration.

 

Another alternative would be custom solutions based on the HubSpot Engagements API.

 

Lastly, if you have a Professional subscription, you could create a custom activity report and export the report data. Let me know if you need further guidance with this part.

 

There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do you export data on the engagement of the contacts.

SOLVE

Hi @Kc7,

 

It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration.

 

Another alternative would be custom solutions based on the HubSpot Engagements API.

 

Lastly, if you have a Professional subscription, you could create a custom activity report and export the report data. Let me know if you need further guidance with this part.

 

There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.

 

Hope this helps!

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.

Kc7
Member

How do you export data on the engagement of the contacts.

SOLVE

Thank you Karsten. Will look into it