Administrator Updated on February 13, 2023 A CRM is helpful in managing client communications, but there is a lot to remember. Do you keep it all in your head? Most of the people don’t. Record keeping is important to keep yourself motivated and to avoid mistakes. The best way to organize notes is by using a CRM (Customer Relationship Management system), where you can store information about each customer and use it as reference. Here, we are talking about HubSpot, CRM software that helps you manage all things related to customer relationship from lead outreach to actual sales.
HubSpot offers tools for customer relationship management, marketing, sales, customer service, content management, search engine optimation, customer support, etc. Many companies and professionals use it for managing their customer information and various data of the business. However, for using other management software such as Pardot, a quick and smooth migration of customer data is required. For that, it is beneficial to know about exporting contact data from HubSpot. So, in this article, we will show you how to export contacts from HubSpot.
Before You Get Started
HubSpot has different types of tools that are free to use. Generally, most people use HubSpot’s customer relationship management. However, many people migrate from HubSpot to other managing software for more benefit. But creating your contact data again is very tiring and time-consuming. So, if you can export your existing list and contacts, it will save your time and energy. So, without wasting time, let's move on to how to do it.
Exporting Contacts from HubSpot
- First, open HubSpot. Log in to your account. HubSpot dashboard will appear on your window.
- Then look for the option “Contacts” and click on it. A drop-down menu with the option “Lists” will appear.
- Click on “Lists”. You will see all your already created list and contacts.
- Now you can create a new list and then export them. Or, you can select some contacts from your older lists. For creating a new contact list, click on “Create List”.
- Now, for exporting older lists, first, select a list you want to export. After clicking on the selected list, all the contacts on the list will emerge on the window.
- Then click on “Actions”. Some options will appear including “Export”.
- Select “Export” and the Export dialog box will present the data you already stored about the contacts.
- You can export all the contact data by clicking on “Select all properties”. Or, you can select some specific data about the contacts to export.
- Let’s say you want only the “name” properties of the contacts. Write “name” on the search box and tick on the box beside the option “Company Name”, “First Name” and “Last Name”.
- After adding all the required data, click on “Next”.
- Add the email you want to send your data or it will automatically select your given email during the sign-up. You can check again if you want to include all the properties or the selected properties.
- Choose a file format by click on the “File format” option. Then confirm by selecting “Export”. Your contact data is now exported from HubSpot to your given email.
- You can also export all your records, list, and contacts from HubSpot. For that, navigate to your lists. Select all lists, then click on “Export”. Choose to include all the properties of the contacts. Then follow the same process as above and All contacts will export to your email. Then, simply import them to your new managing software and use them.
So, following these steps, you can export contacts from HubSpot effortlessly.
Summary: Export Contacts from HubSpot
- Click on the Contacts dropdown in the top navigation.
- Click Import/Export.
- Click Export Contacts from under Export.
- Select which contacts you want to export.
- Add any fields to the export file by clicking Add next to each one.
- Choose whether you want to include deleted contacts.
- Choose whether you want to include only contacts with an email address or all contacts.
- Click Export Contacts at the bottom right of the page to finish your export.
