App Tutorial

Step-by-Step Guide to Download Data from HubSpot in 2024

TL;DR

Exporting data from HubSpot involves navigating to specific sections of your account, selecting the data type (e.g., CRM records, website content, analytics), and choosing the export format to receive a download link via email. This process is essential for data analysis, integration, or backup purposes.

Automating this process with Bardeen can save time and reduce errors.

Streamline your HubSpot data export tasks by automating with Bardeen.

HubSpot Data Export

Exporting data from HubSpot is a critical task for businesses looking to analyze their data externally, integrate with other systems, or simply back up their information. HubSpot provides various methods to export different types of data, including content, CRM records, lists, and analytics. This guide synthesizes information from multiple sources to offer a comprehensive overview of how to export data from HubSpot.

Automate your HubSpot data export tasks with Bardeen to save time and reduce manual errors. Download Bardeen now.

Exporting Website Content

To export website pages, blog posts, and templates:

  1. Navigate to the relevant section in your HubSpot account: for website pages, go to Content > Website Pages; for landing pages, go to Content > Landing Pages; and for blog posts, go to Content > Blog.
  2. Click Actions > Export all pages and blog posts (HTML) for pages and posts. For blog data, select the blogs to export, then click Actions > Export blog posts and choose your file format.
  3. For exporting a spreadsheet of page data, go to Traffic Analytics > Pages, then click Export and select your file format.

To export files from the file manager, navigate to Library > Files and click Export all files (ZIP). Choose an email to receive the download link.

Exporting CRM Content

For exporting CRM records, including contacts, companies, deals, and tickets:

  1. Navigate to the respective section under CRM.
  2. Open the view you want to export, then click Export.
  3. In the dialog box, select your file format, properties to include, and language for column headers.
  4. Click Export to receive an email with the download link.

To export lists:

  1. Hover over the list you want to export, click the More dropdown menu, and select Export.
  2. Choose the properties to include and click Next.
  3. Select a file format and click Export. You will receive an email with the download link.

Exporting Analytics and Reports

To export analytics, navigate to Reporting > Reports > Traffic and click Export. Choose your file format and receive the download link via email.

For exporting individual reports or dashboards, navigate to the report or dashboard, click Export or Email for dashboards, and select the desired options.

Additional Export Options

HubSpot also allows exporting data from workflows, email analytics, sales activities, and customer feedback surveys. Navigate to the respective sections in your account, and look for the Export option to download the data in the chosen format.

Remember, the availability of export options may vary based on your HubSpot subscription plan.

Looking to integrate HubSpot with Salesforce, enrich and speed up multi-channel outreach with LinkedIn, or sync HubSpot and Slack for instant alerts? Discover how Bardeen can help streamline your workflow.

Automate Your HubSpot with Bardeen: Seamless Data Handling

Downloading data from HubSpot is a crucial step for businesses aiming to analyze their data outside the platform, perform integrations, or ensure they have backups of their valuable information. While HubSpot provides native ways to export data, automation can significantly streamline this process, making it more efficient and less prone to human error.

With Bardeen, automating data export tasks from HubSpot becomes seamless and highly customizable. Here are a few examples of how Bardeen can supercharge your data handling:

  1. Sync LinkedIn Messages to HubSpot Contact: Automate the collection of LinkedIn messages and directly save them into a HubSpot contact, ensuring no interaction is missed and enhancing lead nurturing efforts.
  2. Copy all HubSpot products to Google Sheets: Seamlessly transfer your product list from HubSpot to Google Sheets, allowing for advanced data manipulation and sharing across your teams.
  3. Copy all HubSpot contacts to Coda: With one click, migrate all your HubSpot contacts to a Coda table, streamlining CRM data management and accessibility.

These automations provide a foundation for robust data management strategies, freeing up time for strategic analysis and decision-making. Start exploring these and other automations by downloading the Bardeen app.

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author
Jason Gong
Apps used
HubSpot
LAST UPDATED
May 23, 2024
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