Exporting contacts from HubSpot is an easy task that permits you to save your contact details in a user-friendly layout. In this article, I will walk you through the process of exporting your contacts from HubSpot, and I’ll also provide my personal tips and knowledge throughout the way.
Step 1: Accessing the Contacts
To export your contacts from HubSpot, you first need to access the Contacts section of your account. Simply log in to your HubSpot account and navigate to the Contacts tab. This is where you’ll find all your contact data, including names, email addresses, phone numbers, and more.
Step 2: Selecting Contacts for Export
Once you’re in the Contacts section, you can choose which contacts you want to export. HubSpot allows you to filter your contacts based on various criteria, such as date added, lifecycle stage, and contact properties. You can also use custom filters to create more specific segments.
For example, if you only want to export contacts who have made a purchase in the last 30 days, you can set up a filter to include contacts with the “Last Purchase Date” property within the desired timeframe.
Step 3: Exporting Contacts
Once you’ve selected the contacts you want to export, it’s time to proceed with the actual export process. To do this, click on the “Export” button, which is usually located near the top of the contacts page.
HubSpot offers several export options, including CSV, Excel, and Google Sheets. Choose the format that works best for you, and then click on the corresponding export button.
After a few moments, HubSpot will generate a file with your exported contacts. You can either download the file directly or choose to receive it via email. The exported file will contain all the contact information you selected, organized into columns.
My Personal Experience and Tips
Exporting contacts from HubSpot has been an essential task for me as a marketer. It allows me to maintain a backup of my contact data and also enables me to analyze and manipulate the data outside of HubSpot if needed.
One tip I would like to share is to regularly export your contacts and update your backup files. By doing so, you’ll ensure that you always have access to the most up-to-date contact information, even in case of any technical issues or data loss.
Additionally, before exporting your contacts, it’s a good practice to review and clean up your contact database. Remove any duplicate or outdated contacts to ensure that you’re exporting only the most relevant and accurate data.
Conclusion
Exporting contacts from HubSpot is a simple process that allows you to download your contact data in a format of your choice. In this article, we discussed the steps involved in exporting contacts, from accessing the Contacts section to selecting the desired contacts and choosing the export format. Remember to regularly export and update your backup files to maintain the most up-to-date contact information. Happy exporting!