Daily Report for Non-HubSpot User

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aay
Participant

Hi HubSpot Community,

 

I'd like to set up a daily email report that goes to non-HubSpot user sales reps with a list of contacts with either a last email click date or last email open date within the last 2 days.

 

The goal is for the email to be sent daily to the HubSpot Owner including a list of owned contacts with Contact Name, Account/Company Name, Email, Last Email Click/Open Date, Last Email Opened, Last Email Clicked.

 

Thanks!

Appy

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Accepted Solutions
coreysmith
Solution
Top Contributor | Diamond Partner

Depending on your level of HubSpot purchase, you can set up a workflow that sends this information via email. At minimum you'd likely need to have HubSpot Professional so you have access to marketing workflows and marketing emails. You probably won't be able to get what you need with HubSpot sales workflows.

 

The easiest way to handle with HubSpot Professional would be to create smart lists that update daily and have an automated email that sends that information out on a daily basis. It will take a bit to set it up to get the data you want, but you should be able to get it to work.

 

--

 

Corey Smith

Marketing Strategist • Founder

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coreysmith
Solution
Top Contributor | Diamond Partner

A digest format is going to be a bigger challenge than sending basic information. The HubSpot emails are designed to send information one at a time and that's what you'd have to tie into. I'd probably take time to set up Zapier to connect to a Google Sheet that updates on a daily basis. It's pretty slick when you get it configured and can create some amazing custom reports that way.

 

Of course, the easiest way is to just make them a HubSpot user and limit their permissions.

 

--

 

Corey Smith

Marketing Strategist • Founder

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coreysmith
Solution
Top Contributor | Diamond Partner

Depending on your level of HubSpot purchase, you can set up a workflow that sends this information via email. At minimum you'd likely need to have HubSpot Professional so you have access to marketing workflows and marketing emails. You probably won't be able to get what you need with HubSpot sales workflows.

 

The easiest way to handle with HubSpot Professional would be to create smart lists that update daily and have an automated email that sends that information out on a daily basis. It will take a bit to set it up to get the data you want, but you should be able to get it to work.

 

--

 

Corey Smith

Marketing Strategist • Founder

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aay
Participant

Hi Corey,

 

Thanks so much for the response. We have HubSpot Marketing Enterprise.

 

 I'd like a consolidated email with all the contacts listed versus a separate email sent via a workflow for each contact that fits the requirements. 

 

Do you know of a way to do that via workflows?

 

Really appreciate your help.

 

Thanks!

Appy

0 Upvotes
coreysmith
Solution
Top Contributor | Diamond Partner

A digest format is going to be a bigger challenge than sending basic information. The HubSpot emails are designed to send information one at a time and that's what you'd have to tie into. I'd probably take time to set up Zapier to connect to a Google Sheet that updates on a daily basis. It's pretty slick when you get it configured and can create some amazing custom reports that way.

 

Of course, the easiest way is to just make them a HubSpot user and limit their permissions.

 

--

 

Corey Smith

Marketing Strategist • Founder

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View solution in original post

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aay
Participant

Hi Corey,

 

This is really helpful! Thank you. I'll take these options back to the team and see what would work best. 

 

Thanks again!

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