How do you export data on the engagement of the contacts.
lösung
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.
It's currentlynot 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 mentionedimport2 data migration.
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 athread on this topicin 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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
It's currentlynot 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 mentionedimport2 data migration.
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 athread on this topicin 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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer