HubSpot Ideas

bdeutz

Add 'Export to .CSV' Functionality in Workflow

We often run into issues where multiple sets of data - whole lists, or all contact info from a set period of time - needs to be exported on a regular basis. It'd be great if we could have the ability to set up a workflow to auto-export and send a .CSV file of the information to a set email address (or multiple addresses). It'd certainly automate one more internal, manual process for us and help us be super efficient!

5 Replies
mrspabs
Top Contributor | Elite Partner

We have this request as well! I'd like to schedule CSV of filtered views or the underlying data of a report, the same way you can schedule a report to be emailed.

juliehuval
Member

I need this as well. Workflow is triggered from a ticket closing and need to send a CSV file to team members so they can add contacts to another platform that does not integrate with HubSpot.

_Chris_
Member

I need this as well!

BFPM
Participant

Any movement on this? I would love this feature

CRégnier
Member

I would love this functionality