topic Export prospect visit data to Excel in Sales Hub Tools

Export prospect visit data to Excel

spolson8 — Tue, 01 Aug 2017 12:57:41 GMT

I'd like to get the different pages visited by a given prospect company out of the fly-in window into Excel to manage and report on. Currently the only option seems to be to copy and paste the information out, then reformat it, then it can be manipulated.

Does anyone have a better method for getting the visit information out of HubSpot and into Excel for easier manipulation and reporting?

Re: Export prospect visit data to Excel

katja — Thu, 03 Aug 2017 21:31:49 GMT

Hi @spolson8,

I'd recommend exporting this information straight from the Prospects tool in your CRM. Is there a specific roadblock or issue you were facing when trying to export your Prospects data?

Cheers,
Katja

Re: Export prospect visit data to Excel

spolson8 — Mon, 07 Aug 2017 17:04:22 GMT

The 'Export' function doesn't actually give me the visit information or the pages a prospect reviewed. If you have another solution I'd be willing to give that a try.

Thanks,

Scott

Re: Export prospect visit data to Excel

DebStonebraker — Fri, 25 Aug 2017 16:54:43 GMT

I have been trying to export the prospect data into excel, but there is no export button.

Re: Export prospect visit data to Excel

katja — Fri, 25 Aug 2017 22:54:03 GMT

@DebStonebraker and @spolson8:

You can export information from the Prospects tool using the "Options" link in the left-hand sidebar.

On the left side of the Prospects tool, beneath the dropdown menu that displays the View you are looking at, select Options > Export.

If the export does not contain the data you're looking for, then copy-pasting to Excel will be the best solution.

Re: Export prospect visit data to Excel

DebStonebraker — Mon, 28 Aug 2017 14:38:57 GMT

Thank you for the tip @katja. I checked all but that options drop down. This worked.

Re: Export prospect visit data to Excel

DebStonebraker — Wed, 30 Aug 2017 13:59:28 GMT

Thank you for your quick response.

I was able to export the list. I was looking for the Export button on the top and not in the options.

Re: Export prospect visit data to Excel

tornero_mx — Thu, 01 Feb 2018 17:42:48 GMT

@katja - Is there still no way to get an exported view of the following columns from the prospect tool:

[Prospect Company] [Visitor (Either Anonymous or Contact Name)] [Page Viewed] [Date]

Hubspot clearly has this data, but there is no easy way to consume it or export it for better analysis, as you'd have to manually stitch it all together for each of the (potentially 1000s) of prospects and visitors...

Thoughts or advice?

Re: Export prospect visit data to Excel

spolson8 — Thu, 01 Feb 2018 17:58:53 GMT

I still haven't been able to get to this information, so if there is a way it'd be great to know. I know our team is interested in seeing it all as one export versus stitching it together in Excel.