App Tutorial

Export HubSpot Companies Easily: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Exporting companies from HubSpot can be done directly through the HubSpot interface or via automated solutions like Coupler.io for frequent exports. The process involves selecting companies, choosing a file format, and downloading the export file. Additionally, HubSpot supports exporting contacts with company information for relational data analysis.

This guide provides a clear pathway for businesses to manage their data exports efficiently.

Enhance your data management by automating the export process with Bardeen, ensuring up-to-date and accurate data across your platforms.

Export Companies from HubSpot

Exporting companies from HubSpot is a crucial task for businesses aiming to analyze their data externally, integrate with other systems, or maintain backups. HubSpot provides a native method for exporting companies, which can be done directly from the HubSpot interface. Additionally, for more frequent or automated exports, third-party solutions like Coupler.io offer a streamlined process.

HubSpot Native Method

To export companies using the native method in HubSpot, follow these steps:

  1. Log in to your HubSpot account and navigate to the 'Contacts' menu.
  2. Select 'Companies' from the dropdown.
  3. In the 'All Companies' tab, filter or select the companies you wish to export.
  4. Click on the 'Actions' button on the right side of the table and select 'Export View'.
  5. In the pop-up window, choose the file format (XLS, XLSX, CSV) and the properties to include in the export.
  6. Select the language for the column headers in your exported file.
  7. Click 'Export'. You will receive an email and a notification with a link to download your export file.
Looking to automate your HubSpot workflows? Check out Bardeen's playbooks for seamless integration and automation, such as Save Crunchbase company to HubSpot. Download the Bardeen app to get started.

Automated Export with Coupler.io

For those needing to export companies from HubSpot more frequently or automatically, Coupler.io provides a convenient solution. This method involves setting up an integration between HubSpot and your preferred data destination, such as Google Sheets, Excel, or BigQuery. Here's how to set it up:

  1. Register for a Coupler.io account and start a free trial.
  2. Select HubSpot as the data source and choose your data destination.
  3. Connect your HubSpot account and specify 'companies' as the data type to export.
  4. Preview and transform your HubSpot data, including hiding unnecessary columns and applying filters.
  5. Schedule updates to manage your data export frequency.

After processing, your companies list will be exported to the chosen destination, allowing for real-time data analysis and reporting.

Exporting Contacts and Companies Together

If you need to export contacts along with associated company information, HubSpot allows for this through list exports. Create a list of contacts, then during the export process, choose to include company properties. This method is beneficial for users looking to maintain relational data between contacts and companies.

Export HubSpot Data to Excel

For users specifically looking to export HubSpot data into Excel format, both the native HubSpot method and the Coupler.io integration support exporting data as XLSX files. This format is ideal for users looking to perform advanced data analysis or reporting within Excel.

Automate and integrate your HubSpot data with Salesforce, LinkedIn, and Slack for enhanced multi-channel outreach and immediate alerts. Explore Bardeen's integrations: integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn, and Sync HubSpot and Slack.

Remember, regardless of the method chosen, regularly exporting and analyzing your HubSpot data can provide valuable insights into your business operations, helping to drive informed decision-making.

Automate Your HubSpot Workflow with Bardeen

Exporting companies from HubSpot can be performed manually as described above, yet automating this process can significantly enhance efficiency and data accuracy. Automation solutions like Bardeen not only streamline the export process but also ensure that your data is consistently up-to-date across all platforms. By leveraging Bardeen's playbooks, you can automate data transfer between HubSpot and other CRM systems, enrich your CRM data with information from external sources, and maintain a synchronized database across your sales and marketing tools. Start automating today by downloading the Bardeen app.

  1. Migrate Pipedrive Companies to HubSpot as Leads: Seamlessly transfer company data from Pipedrive to HubSpot, ensuring consistent information across your CRM platforms and automating your lead transfer processes.
  2. Save Crunchbase company to HubSpot: Automate the import of company profiles from Crunchbase into HubSpot, enhancing your sales prospecting with up-to-date data.
  3. Save a HubSpot company as a new Salesforce account: Facilitate company data transfer from HubSpot to Salesforce, streamlining your CRM integration and improving data accuracy.

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