Mass exporting timeline activities

It would be nice to be able to get a report on your companies with columns counting each HubSpot activity (including notes, voicemails). 

Or some high-level overview of the touch point timeline... 

Something that would show this type of info:

 

Pointclear calls it a "touch summary"

To demonstrate, take a look at the touch summary for the “uncloseable” that our competitor identified:

Date Stamp

Entry

04-Aug-16

vm 1

04-Aug-16

email 1

10-Aug-16

vm 2

10-Aug-16

email 2

12-Aug-16

no email just vm

18-Aug-16

zero out

24-Aug-16

vm 3

24-Aug-16

email 3

24-Aug-16

Dean called me to ask for more information for Mike Smith

30-Aug-16

follow up voice mail

30-Aug-16

follow up voice mail

30-Aug-16

email to request call back

30-Aug-16

I'll be on vacation from 24 Aug to 2 Sep and will have limited access to email

30-Aug-16

call scheduled for 8 Sep at 11

06-Sep-16

sent invite to confirm call

08-Sep-16

call

12-Sep-16

sent email to schedule a meeting with sales exec

16-Sep-16

confirmed appointment for noon Wed 21 Sep

HubSpot updates
5 Replies
Salvatore
Occasional Contributor

I'm a mortgage broker, and this would be great to add my realtors i partner with.  This way thery would be able to effeciantly communicate back and forth assign task etc.  And if at the end of the day we part ways, they take thier book of business with them.

PiaR
New Member

This would be a great feature to get for all countries impacted by GDPR as this would enable us to support data subject rights re. access to data on them.

lholzberger171
New Contributor

 Upvote + 1,000! Would be uber valuable to be able to export this data for multiple contacts at once. 

 

 

Deborah
Regular Contributor

I agree. I would be great for GDPR purpose (disclosure right) to be able to export a chronik summary in order to display the customer what data we are storing...

I also like the idea to get a PDF summary besides the CSV download possibility.

HubSpot Employee
HubSpot Employee

It would be great too if we could also export the names of the forms a user submitted to be captured in an excel sheet upon export.

 

-Posted on behalf of Scott Macdonald