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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot captures detailed activity information including notes and call recording metadata, but accessing this comprehensive data alongside standard activity details requires more than typical export tools provide.
Here’s how to export complete activity datasets that include both structured data and detailed content like notes and recording information.
Export comprehensive activity content using Coefficient
Coefficient’s ability to access all available activity fields makes it well-suited for detailed CRM data extraction from HubSpot , including notes and call recording metadata that native exports often miss.
How to make it work
Step 1. Set up Activities import with comprehensive field selection.
Create an Activities import focusing on calls, meetings, and tasks that contain notes. During field selection, choose all note-related fields including formatted text content and any custom note properties you’ve configured in HubSpot .
Step 2. Include call recording metadata fields.
Select call recording fields such as “Recording URL,” “Recording Duration,” “Recording Status,” and “Recording File Size” to capture complete call metadata alongside your activity details.
Step 3. Add call disposition and outcome fields.
Include fields like “Call Disposition,” “Call Outcome,” “Call Summary,” and any custom call tracking properties to provide context for your call recordings and notes.
Step 4. Pull associated contact and company context.
Add associated record fields like “Contact Name (Associated Contact)” and “Company Name (Associated Company)” to provide complete context for your activity notes and recordings.
Step 5. Configure activity type filtering.
Apply filters to focus on activities that typically contain notes and recordings: “Activity Type IN calls,meetings,tasks” to exclude activities without detailed content.
Step 6. Schedule regular comprehensive exports.
Set up automated refreshes to maintain current activity information including updated notes and new call recordings without manual export processes.
Access complete activity intelligence
This comprehensive approach captures both structured activity data and detailed content like notes and call metadata, providing the foundation for thorough activity analysis and complete CRM intelligence. Start exporting your complete activity data today.
