Export Hubspot Tasks

Exporting Hubspot Tasks

Often you’ll want to move Hubspot tasks into a spreadsheet to analyze or work with the data, reasons could include:
  • Tracking and reporting on new tasks
  • Monitoring sales team performance
  • Sales team planning
  • Looking at the data by company or deal
  • Joining with data from other systems - eg Marketo, Pardot, Salesforce, Mailchimp, Hubspot Deal data
  • Analysis via pivot tables or filtering

What We’ll Cover

  • How to export Hubspot tasks to from within Hubpsot
  • How to export to Excel
  • How to export to Google sheets
  • How to export to Airtable
  • How to keep your tasks synced daily

Export Hubspot Tasks from Hubspot

  1. Go to https://app.hubspot.com/
  1. Login to your account
  1. Got to Reports under the Reports menu
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  1. Click Create report
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  1. Search for tasks and click Tasks under the incomplete assigned to all reps by activity date
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  1. Select your filters for the report
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  1. Click Save
  1. Finish saving the report by setting whether it should be in a dashboard and who will have access
  1. Go back to Reports within the Reports menu
  1. Select the report you just made
  1. Select the Actions menu and choose Export
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  1. Confirm your output format
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Problems with Exporting from Hubspot

  • You have to wait for the export to be finished and wait for email notification
  • If you have to do this a lot constantly logging in, exporting, getting the email and then cut and pasting and importing is a pain
  • Can’t keep it synched or refresh the results quickly
  • If you’re also syncing tasks and other data it’s best to just set up a sync between Hubspot and your platform of choice
  • If you want a really nice tasks dashboard that updates daily in a spreadsheet then you should setup a daily or even hourly sync of your tasks data

Syncing Hubspot Tasks to Spreadsheets & Databases

How to Export Hubspot Tasks to Google Sheets

You can easily export and sync hubspot data to google sheets, this has the following advantages
  • Data can be updated hourly
  • Data can easily be merged with hubspot tasks and hubspot company info
  • We also provide a default sheets template to do this so it’s easy to get started

How to Export Hubspot Tasks to Airtable

You can easily export and sync hubspot data to Airtable
  • Data can synced and joined with other Hubspot data such as deals
  • Integrate and sync your hubspot tasks into your airtable database

More Hubspot Content

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