HubSpot Ideas

nmaes

Import / export activities (engagements)

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.

HubSpot Updates
November 04, 2022 01:12 PM

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...

  1. I want to export all or a subset of the activities associated with a specific record
  2. I want to export all or a subset of the activities owned by a specific user in my HubSpot portal
  3. I want to export all the notes/meetings/emails in my portal regardless of association to user or record.

Thanks for provididng all the helpful feedback!

In Beta
October 25, 2022 11:47 AM

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.

- Alex

In Planning
October 17, 2022 12:03 PM

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.

- Alex

Import/Export Team

Not Currently Planned
April 15, 2020 09:32 AM

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.

 

As an alternative solution, please note that it's possible to create new engagements in HubSpot using the Engagements API: https://developers.hubspot.com/docs/methods/engagements/engagements-overview

 

We will update this Idea Post when new types of activity import become a prioirty in the future. 

43 Replies
StanBartczak
Participant | Diamond Partner

Upvoting for export functionality

ASteemers
Member

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?

MarcoSuing
Member

A PDF Download would help for the moment 😉