App Tutorial

Export HubSpot Contacts to Excel: A Step-by-Step Guide

TL;DR

Exporting contacts from HubSpot to Excel involves a straightforward process, either for individual contacts or in lists, to facilitate data analysis or integration with other systems. This guide simplifies the steps to efficiently transfer your contact data into Excel, enhancing your data manipulation capabilities.

Learn how to streamline this process and save time by automating the export of HubSpot contacts with Bardeen.

How to Export Contacts from HubSpot to Excel

Exporting contacts from HubSpot to Excel is a common task for professionals seeking to analyze their contact data more deeply or integrate it with other business systems. HubSpot provides a straightforward way to export contacts, either individually or in lists, allowing users to work with their data in Excel. This guide synthesizes the steps and methods outlined in various HubSpot Knowledge Base articles to help you efficiently export your contacts.

Automate your HubSpot to Excel workflow and save time with Bardeen. Download the app to explore our automation playbooks.

Export Individual Contact Data

To export data for a single contact, including their current and historical property values, activities, and associations:

  1. Navigate to CRM > Contacts in your HubSpot account.
  2. Click on the name of the contact you wish to export.
  3. In the top left, click the Actions dropdown menu, then select Export contact data.
  4. In the dialog box, you have the option to include Contact activities and Associations by checking the respective boxes.
  5. Click Export. You will receive an email with a link to download the export file.

It's important to note that you need to have super admin or CRM export permissions to perform this action. The exported data may have redacted values for sensitive information or data stored outside the contact's record.

Export Lists of Contacts

For exporting multiple contacts at once, HubSpot allows you to export active or static lists of contacts along with their property values:

  1. Hover over the list you want to export, click the More dropdown menu, and select Export.
  2. Select properties to include in your export. You can select all properties or remove specific ones you don't need.
  3. Click Next.
  4. In the dialog box, choose a File format from the dropdown menu.
  5. Click Export. You'll receive an email with the export file.

This method is useful for sending spreadsheets to colleagues or for events where you need to access contact information outside of HubSpot. Note that if your list includes associated company properties, only properties from the associated primary company will be included in the export.

Discover how to integrate HubSpot with Salesforce, LinkedIn, and Slack to enrich and speed up your multi-channel outreach.

Both methods mentioned provide a seamless way to transfer your valuable contact data from HubSpot into Excel, enabling further data manipulation or integration with other tools and systems.

Automate HubSpot Exports to Excel with Bardeen

Exporting contacts from HubSpot to Excel is a crucial step for businesses looking to analyze their contact data or integrate it with other software solutions. While HubSpot provides native options for exporting data, automating this process can significantly enhance efficiency and accuracy. With Bardeen, you can set up automations that streamline the transfer of your valuable HubSpot contacts into formats that are readily usable within Excel or other platforms.

Here are some examples of how Bardeen can automate the export of HubSpot contacts:

  1. Copy all HubSpot contacts to Google Sheets: This playbook provides an easy way to transfer your HubSpot contacts to Google Sheets. From Google Sheets, you can easily export your data to Excel, making this a versatile solution for managing contact lists.
  2. Copy all HubSpot contacts to Coda: For those who use Coda for project management or data analysis, this playbook automates the process of exporting HubSpot contacts directly into a Coda table.
  3. Copy all HubSpot contacts to Airtable: Airtable users can benefit from this playbook by automating the transfer of HubSpot contacts into Airtable bases, where they can be further organized and analyzed.

These playbooks are just the beginning. With Bardeen, you can customize and create a wide range of automations to suit your specific needs. Start automating today by downloading the Bardeen app.

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