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JMcMahon2
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Member since ‎Aug 15, 2022
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Jamie McMahon

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Jmurrey on May 09, 2019
How do export call logs and contact notes?
Hello.... I need to be able to export call, email, and activity data into an excel sheet. How do I do this so that it shows who call history and notes?
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16 upvotes
19 Replies
JMcMahon2
Participant
August 15, 2022
I was able to extract notes by using Ultimate Data Export. Your notes/meetings/tasks will be in the engagement files. It's third party but it's ...read more
Solved
Jmurrey on May 09, 2019
How do export call logs and contact notes?
Hello.... I need to be able to export call, email, and activity data into an excel sheet. How do I do this so that it shows who call history and notes?
Reply Discussion Contacts
16 upvotes
19 Replies
JMcMahon2
Participant
August 15, 2022
I was able to extract notes by using Ultimate Data Export. Your notes/meetings/tasks will be in the engagement files. It's third party but it's ...read more
Solved
JGooderham on December 21, 2021
Export all data (specifically all call notes) associated to a contact
Hi, is is possible to export all activity associated to a record? Ie, if I had to move CRMs..I know how to export the basic contact variables... but how can I get all of the notes and 'activities' associated to a contact record so that I could impo read more
Reply Discussion Contacts
6 upvotes
4 Replies
JMcMahon2
Participant
August 15, 2022
In case anyone else has this issue down the line... I was able to extract notes by using Ultimate Data Export. Your notes/meetings/tasks will be ...read more
cdykstra on July 13, 2018
Export Notes from Contacts?
We're trying to determine how we could export the notes we've saved on all of our Contacts. Has anyone ever pulled this off and care to share the process they went through in doing-so?
Reply Discussion Contacts
1 upvote
4 Replies
JMcMahon2
Participant
August 15, 2022
In case anyone else has this issue down the line... I was able to extract notes by using Ultimate Data Export. Your notes/meetings/tasks will be ...read more
Solved
Spfeffer on March 22, 2018
Exporting Notes
Is there a way to export notes/tasks, etc. from Hubspot? I know you can export the column of properties, but can I also extract the notes? Thank you! Stacie
Reply Discussion
11 upvotes
10 Replies
JMcMahon2
Participant
August 15, 2022
In case anyone else has this issue down the line... I was able to extract notes by using Ultimate Data Export. Your notes/meetings/tasks will be ...read more
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