Apr 6, 2018 5:22 PM
Yes, you would have to grab them through HubSpot's API. We have a tool connected to their API and could grab them for you if you'd like, let us know. You can email me here at email@example.com and happy to discuss.
Jul 2, 2019 6:42 PM
Nothing new. We ended up adding a customer type field which helps us with a couple categories we can now pull in a report to help understand trending but still no options for notes that I am aware of.
Apr 29, 2018 1:29 AM - edited Apr 29, 2018 1:34 AM
Jul 30, 2019 9:19 AM
Yes we can export out all objects including all activities/engagements/attachments/files (notes in here) along with their proper associations to Contacts, Companies and Deals.
We can bring the data out into .csv files for delivery or can store it on a server and update once a month or week, whatever you prefer.
If you need a more timely sync, such as daily, hourly or real-time; we have an integration product designed just for HubSpot and custom solutions.
Feel free to reach out if you have more questions and happy to discuss further: firstname.lastname@example.org.
Jul 31, 2019 5:09 AM
@RJValdoria here is also a quick video of how you can export notes yourself in just a few seconds.
Dec 15, 2020 10:37 AM - edited Dec 15, 2020 10:40 AM
Yes this is correct! You can build a custom report and select both "Deals"(or contacts or companies) and "Activities". Once you are in the report editor, first select your Deal filters "Deal Owner is ____" and whatever other parameters such as "Close Date range" etc.. Then select your Activites filters "Notes body is known". Once this is done, go to your Data Step and your chart will appear. In the top right select export. Make sure you populate your columns the way you'd like before exporting (ex. listing earliest deal stages in ascending order etc..)
To visualize a notes report on a dashboard in this manner, you'll have to select "unsummarized table"
a week ago
To go even further, if you're still having issues with displaying the actual note itself, when creating the report, add the activity property: Note Body. Update your report to display this new data and then export.