App Tutorial

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

Jason Gong
App automation expert
Apps used
April 15, 2024

Exporting HubSpot contacts to Excel involves a few key steps, including checking your permissions, navigating to CRM > Contacts, and selecting the appropriate export options for individual contacts or lists. This process is essential for accessing your contact data outside of HubSpot for various purposes like analysis or external communication.

Automating this export can significantly enhance productivity and data management.

Learn how to automate the export process with Bardeen and save time.

Exporting contacts from HubSpot to Excel is a straightforward process that can be accomplished in a few steps. Whether you're looking to export a single contact's data or a list of contacts, HubSpot provides flexible options to cater to your needs. This guide will walk you through the necessary steps to efficiently export your HubSpot contacts to Excel, ensuring you have access to your valuable contact information outside of HubSpot for reporting, analysis, or external communication purposes.

Exporting contacts from HubSpot to Excel can significantly streamline your workflow. Automate the export of HubSpot contacts with Bardeen to platforms like Google Sheets, Coda, and Airtable.

Export HubSpot Contacts to Excel

To export individual contact data or a list of contacts from HubSpot to Excel, you must have the appropriate permissions within your HubSpot account. Specifically, you need to have either super admin or CRM export permissions. Once you've confirmed your permissions, you can proceed with the export process.

Exporting Individual Contact Data

Exporting data for a single contact is useful when you need detailed information about that contact's interactions, properties, and activities. To export an individual contact's data:

  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. By default, all current and historical property data will be exported. You can also select the Contact activities checkbox to include all activities associated with the contact, and the Associations checkbox to export association data.
  5. Click Export. You will receive an email with a link to download the export file.

The export file will contain the contact's current and historical property values, and, if selected, data about their activities and associations. Note that some values may be redacted for privacy reasons.

Exporting a List of Contacts

If you need to export a list of contacts, the process allows for the inclusion of specific properties and ensures you have the necessary data for your external needs. To export a list of contacts:

  1. Hover over the list you wish to export, then click the More dropdown menu and select Export.
  2. Select the checkbox next to a property to include it in your export. You can use the Select all properties option to include all properties, and click X to remove any properties you don't want.
  3. Click Next.
  4. In the dialog box, select a File format from the dropdown menu.
  5. Click Export. You'll receive an email with a link to download your list export file.

This method is particularly useful when you need to access a list of contacts outside of HubSpot, such as for sending a spreadsheet to another team member or for event planning purposes. Remember, if you include associated company properties in your export, only properties from the associated primary company will be included.

Enhance your workflow by integrating HubSpot with Salesforce, enriching multi-channel outreach with LinkedIn, or syncing HubSpot and Slack for instant alerts.

Automate HubSpot Exports with Bardeen

Exporting contacts from HubSpot to Excel can significantly streamline your workflow, especially when it comes to analyzing your contacts' data or preparing for targeted outreach campaigns. While HubSpot itself offers export options, automating this process can save you a considerable amount of time and reduce manual errors. Luckily, with Bardeen, you can automate the export of HubSpot contacts not just to Excel but also to other platforms like Google Sheets, Coda, and Airtable, expanding your options for data analysis and collaboration.

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

  1. Copy all HubSpot contacts to Google Sheets: Streamline the process of exporting your HubSpot contacts to Google Sheets, facilitating easy access and analysis of your data in a versatile spreadsheet format.
  2. Copy all HubSpot contacts to Coda: Export your HubSpot contacts directly to Coda, allowing for dynamic document creation and organization of your contact information in one place.
  3. Copy all HubSpot contacts to Airtable: Automate the transfer of your HubSpot contacts to Airtable, combining the power of a database with the simplicity of a spreadsheet for advanced project management and data tracking.

Automating the export of your HubSpot contacts can significantly enhance your productivity and data management capabilities. Take the first step towards automation by downloading the Bardeen app.

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