Automated Exporting

I export the form submissions we've received each day...the same data points each time. It would be great if you could build an automated export that was emailed to a specified email once every 24 hours.

HubSpot updates
13 Replies
hvanoeveren
New Contributor

Hello! I'm looking for the same capability. Is it an option at this point?


@amarstaller wrote:

I export the form submissions we've received each day...the same data points each time. It would be great if you could build an automated export that was emailed to a specified email once every 24 hours.


 

jonathan_unger
Occasional Contributor

This would also be a hugely useful capability for our organization.

TracySteel
Occasional Contributor

This would be incredibly useful, I need this in my life. Exporting pipeline data on a set day automatically would be awesome.

jherrickFSC
New Contributor

I would like to vote for this idea too.  We are a fledgling member, and it would benefit us a lot to have the ability to manage our contacts, so it is easy to remain in budget.  

 

It would benefit HubSpot since it would assist the newbies when they first begin with HubSpot.  There is already a ton to learn, plus there are always budget concerns.  Perhaps when the ROI for using HubSpot is so significant that small companies can afford to grow their contacts the hundereds of thousands of lists, it would not be needed, but when you are in the process of developing, it would be extremely helpful.

 

 

TracySteel
Occasional Contributor

I am basically learning REST API so that I can create automated reports. Although I love tech, it would be much better to automate as a task within hubspot, it just has to sit in the downloads notifications, at least you are then getting a data capture at the relevant time.

Ted-C
New Member

Yes, this would be a great addition.  I'd like a list of contacts to be automatically exported and email to me once a week. Each list would have accounts that we created in the last 60 days.

Kayem68
Occasional Contributor

Another thumbs up.  Seems like a perfect fit for HubSpot's existing Workflows.

achirum
Occasional Contributor

Hard to believe this isn't a feature yet.

KateDolphin
Visitor

Yes - would love this!

mafu
New Contributor

It's been three years since this idea initially popped up. It's high time, HubSpot~!

Jana1
Regular Contributor

Yes - we would need that too!

KilianPerrin
New Contributor

Yesss Please

ridingforlife
Regular Contributor

Would love this. I have co-worker that wants on a monthly basis the form submissions from the previous month. I can set up a report in a dashboard, but the data from the form is held in contact properties which are possible to be overridden with another submission. Whereas, the submissions in the form export are reflective of the data at the time of submission (or so I understand to be). I'd love to set this up via something like a workflow to have the export emailed to her on the 1st of every month.