We want to have a import/export function for the actions (engements in hubspot internally).
The reason for this is: For example when we send a sales letter to 100 companies I do not want to registrate the action manualy for each company/contact.
Just updating this idea to say that you can now import sales activities. To do this, follow the instructions here.
We're still exploring what exports of sales activities would look like. To help us prioritize this work, I'd love to hear comments on which of the three scenarios would be most impactful...
I want to export all or a subset of the activities associated with a specific record
I want to export all or a subset of the activities owned by a specific user in my HubSpot portal
I want to export all the notes/meetings/emails in my portal regardless of association to user or record.
The ability to import sales activities -- calls, emails, meetings, tasks -- is now in beta. Reach out to your HubSpot point of contact for beta access.
Pending beta feedback, we should be live to all in the coming weeks.
We're currently in the process of building out support for importing sales activities into HubSpot. The functionality we're building will enable users to import calls, emails, meetings, and tasks and associate them with other objects in HubSpot.
We'll follow up on this thread once this feature is in beta/live.
Thank you all for the feedback. While we currently support the import of notes, we are not currently planning to support the import of other activity types via HubSpot's import flow.
For my work it is really important to get an overview of all activities with common filters. I am documenting customer feedback and ideas in the activity, and want to analyse the data for Product Management.
I would switch to a different CRM if they have a better solution. Could you create an export function for activities?
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