Schedule Deal export - is it possible?SOLVE
Jan 3, 2018 9:42 AM
Is it possible to *schedule* an export of the Deals in a given Pipeline? i.e. once a week, email an XLSX file to firstname.lastname@example.org?
Solved! Go to Solution.
Sep 13, 2018 7:36 AM
For now, this functionality is not available from within Hubspot. In the meantime, you can set up a regular deals export to receive an email with the CSV using Import2 Wizard.
You set up a Scheduled Export in 3 quick steps:
- Select the tool to export from (Hubspot), and the type of records you want to export (deals)
- Then you set up how often you want it to be done (daily, weekly etc)
- Here you have the option of filtering and choosing which fields to include in the export if you wish
- Start the export
Unfortunately, we don't support filtering deals by Pipelines at this time, I will update here once it will be implemented.