Can you pull reports from HubSpot?

You can export a report as a CSV or Excel file. This is a good option if you want to save the report for later or share it with someone who does not have access to HubSpot.

Yes, you can pull reports from HubSpot in a few different ways.

  • Export a report: You can export a report as a CSV or Excel file. This is a good option if you want to save the report for later or share it with someone who does not have access to HubSpot.
  • Embed a report: You can embed a report on a website or in an email. This is a good option if you want to share the report with others but do not want to give them access to the full HubSpot account.
  • Use the HubSpot API: You can use the HubSpot API to pull reports programmatically. This is a good option if you want to automate the process of pulling reports or if you want to integrate the reports with another system.

Here are the steps on how to export a report from HubSpot:

  1. Go to Reports > My Reports.
  2. Click the Report that you want to export.
  3. Click the Export button.
  4. In the Export dialog box, select the CSV or Excel format.
  5. Click Export.

The report will be exported as a CSV or Excel file. You can then save the file or open it in a spreadsheet program.

Here are the steps on how to embed a report in HubSpot:

  1. Go to Reports > My Reports.
  2. Click the Report that you want to embed.
  3. Click the Embed button.
  4. In the Embed dialog box, copy the code.
  5. Paste the code into the HTML of your website or email.

The report will be embedded in your website or email. When someone visits your website or opens your email, they will be able to see the report.

Here are the steps on how to use the HubSpot API to pull reports:

  1. Go to Settings > API.
  2. Click Create an API Key.
  3. Enter a name for the API key and click Create.
  4. Copy the API key.

You can now use the API key to pull reports programmatically. For more information, you can refer to the HubSpot API documentation: https://developers.hubspot.com/docs/api/overview.

I hope this helps! Let me know if you have other questions.