Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input.
One good way of getting this information from your CRM is by using the "Last Activity Date" property. This property allows you to see the last time a note, call, email, meeting, or task was logged for a contact. In this scenario, you could create a view based on "Last Activity Date is equal to Today", to find all of the contacts for whom you performed an activity on that day, and then export those contacts. See explanatory screenshot here: http://www.screencast.com/t/cWmfleMDlG
Though it doesn't correspond to your request exactly, I hope that this suggestion is helpful. In addition, I would definitely suggest that you post about your wish to export Dashboard information on the Ideas board here in the Community, including your particular use case, as this is a great way to let our developers know about the features that our customers would find most useful.
Let me know if you have any question on the above! -May
HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your boss look at your day in the Sales Dashboard, which would show how many activities you completed for the chosen time period.
My apologies for the data impact and business inconvenience this may have caused.
If you have a web developer they will be able to help you get all engagements using an API. The documentation on this can be found here.
I found a similar post in our idea forum which I would encourage you to upvote. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Thank you,
Kristen
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I can help with this question! You can see all calls that were made via HubSpot in the Team Activity report (Reports > Dashboards), including "Busy" & other call outcomes:
Based on complaints going back 6 years about Hubspot CRM missing the most rudementary function for ALL CRM's, Last Activty and the Type such as Call, there's no point in requesting. I think we should all just recommend our companies cancel Hubspot and go back to Salesforce.
While it is still the same status with not being able to export logged activities into CSV with a native tool it is possible to export all completed task into a CSV using a third - party solution Import2 Wizard.
You set up a connection on Wizard UI connecting your Hubspot account and choosing a record type to export: Tasks
Configure export, filtering set up and choosing which fields to include in the export and download CSV: you can select to export only completed tasks
HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your boss look at your day in the Sales Dashboard, which would show how many activities you completed for the chosen time period.
One good way of getting this information from your CRM is by using the "Last Activity Date" property. This property allows you to see the last time a note, call, email, meeting, or task was logged for a contact. In this scenario, you could create a view based on "Last Activity Date is equal to Today", to find all of the contacts for whom you performed an activity on that day, and then export those contacts. See explanatory screenshot here: http://www.screencast.com/t/cWmfleMDlG
Though it doesn't correspond to your request exactly, I hope that this suggestion is helpful. In addition, I would definitely suggest that you post about your wish to export Dashboard information on the Ideas board here in the Community, including your particular use case, as this is a great way to let our developers know about the features that our customers would find most useful.
Let me know if you have any question on the above! -May
Hi @MayPascaud - Does hubspot have this ability to download yet? Just checking in as this post was in 2016, so maybe it's available and it would be really good to have as I would like to summarise and sort activity notes etc.
Is it now possible to run a report on last sales activity note content from hubspot for each of my contacts? eg you can see the last activity date and what that is in a binary way, but the content of the associated comment adds context and aids productivity.
Many of the competitor systems have this and it would be very useful as a field to have for reviewing in meetings.