HubSpot is a well-known marketing and sales software used by businesses to effectively handle their contacts, leads, and customers. A paramount aspect of HubSpot is its capacity to export contacts for utilization in external systems or for backup. This guide will walk you through the process of exporting contacts from HubSpot in a simple, step-by-step manner.
Step 1: Log in to HubSpot
To begin the process of exporting contacts from HubSpot, you need to log in to your account. Once you are logged in, navigate to the “Contacts” tab on the left-hand side of the screen.
Step 2: Select the Contacts You Want to Export
On the “Contacts” page, you will see a list of all your contacts. To export contacts, you need to select the ones you want to include in the export. You can do this by clicking on the check box next to each contact’s name.
Step 3: Export Your Contacts
Once you have selected the contacts you want to export, click on the “Export” button in the top right-hand corner of the screen. This will take you to a page where you can choose the format of your export (CSV or XLSX) and select any additional fields you want to include.
Step 4: Download Your Export
After selecting your export options, click on the “Export” button again. HubSpot will generate a file containing all the selected contacts in the format you chose. You can then download this file to your computer or device.
Step 5: Import Your Exported Contacts
Once you have downloaded your exported contacts, you can import them into another system or use them for other purposes. To do this, simply open the CSV or XLSX file in a spreadsheet program like Microsoft Excel and follow the instructions to import the data.
Conclusion
Exporting contacts from HubSpot is a simple process that can be done in just a few steps. By following these guidelines, you can easily export your contacts for use in other systems or for backup purposes. Remember to always keep your data safe and secure by storing it in a secure location.