App Tutorial

Export Data from HubSpot: A Step-by-Step Guide

TL;DR

Exporting data from HubSpot involves navigating to the relevant section (CRM > Contacts/Deals), selecting the data, and choosing the export option. You'll receive an email to download your data, available in CSV format for easy Excel manipulation.

This guide simplifies the process of exporting contacts, deals, or lists for analysis, sharing, or migration purposes.

Streamline your HubSpot data export tasks and integrate them with other platforms like Google Sheets or CRM systems by automating with Bardeen.

How to Export Data from HubSpot

Exporting data from HubSpot can be crucial for businesses looking to analyze their data externally, share information with stakeholders, or migrate to another platform. HubSpot offers various methods to export different types of data, including contacts, deals, and more. This guide will walk you through the steps to efficiently export your data from HubSpot.

Did you know you can automate the export process from HubSpot to Google Sheets or sync contacts with other CRM platforms using Bardeen? Download the Bardeen app to streamline your workflow.

Export Contacts from HubSpot

To export contacts from HubSpot:

  1. Navigate to your HubSpot account and go to CRM > Contacts.
  2. Click the name of the contact you wish to export data for.
  3. In the top left, click the Actions dropdown menu, then select Export contact data.
  4. Choose what additional data to include in the export, such as Contact activities and Associations, then click Export.
  5. You'll receive an email with a link to download the export file.

This process exports all current and historical property data for individual contacts. If you need to export multiple contacts or filter which properties are exported, you should utilize the general export records feature.

Export Contacts from HubSpot to Excel

After exporting contacts using the steps above, the data will be available in a CSV file format, which can easily be opened with Excel. This allows for further data manipulation or analysis within Excel's robust framework.

How to Export Deals from HubSpot

Exporting deals from HubSpot involves a similar process:

  1. Go to CRM > Deals in your HubSpot account.
  2. Use the Actions or More dropdown menu to find the Export option.
  3. Select the deals you wish to export, or export all deals based on your current view or filters applied.
  4. Choose the file format for your export and confirm the export.
  5. Like with contacts, you'll receive an email containing a link to download your exported deals data.

For detailed deal information, ensure that the necessary columns are included in your view before exporting. This does not include notes or other engagements but will include all properties added as columns to the view you are exporting.

Export Lists from HubSpot

To export a list of contacts:

  1. Hover over the list you wish to export, click the More dropdown menu, and select Export.
  2. Select the properties to include in your export. You can select all properties or specific ones as needed.
  3. Choose your file format and click Export.
  4. An email will be sent to you with a download link for the list export file.

This feature is particularly useful for exporting segmented lists of contacts for external analysis or marketing campaigns.

Exporting data from HubSpot is a straightforward process, whether you're looking to export contacts, deals, or lists. By following the steps outlined above, you can efficiently manage your data outside of HubSpot for various business needs.

Automate and enhance your HubSpot workflows by integrating with Salesforce, LinkedIn, and Slack using Bardeen. Explore how these integrations can speed up your multi-channel outreach and provide instant alerts.

Automate Your HubSpot Data Tasks with Bardeen

Exporting data from HubSpot can streamline your workflow, but did you know you can automate this process with Bardeen? Automation can significantly reduce manual work, ensuring data consistency and saving valuable time. For instance, you could automate the export of HubSpot data to Google Sheets for reporting purposes or sync HubSpot contacts with other CRM platforms to keep all your teams updated. Let's embrace automation to make data export tasks more efficient.

  1. Export All HubSpot Products to a Google Sheets Tab: Automate the process of transferring your product data from HubSpot into a Google Sheets tab for easier management, sharing, and reporting across your team.
  2. Sync LinkedIn Messages to HubSpot Contact: Streamline your CRM by automatically saving LinkedIn messages to your HubSpot contacts, perfect for enhancing lead nurturing and follow-up processes.
  3. Save a HubSpot company as a new Salesforce account: Seamlessly transfer company data from HubSpot to Salesforce, ensuring that your sales teams have the most up-to-date account information.

Explore 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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