Export one contact at a time?

CRM & Sales CRM
1

Hi everyone, I have searched and better searched for the answer to this so hopefully someone can help. I am a small business making cakes, a custoemr goes on my website fills in my Hubspot form and it comesthrough. I then send the quote back via the median of there choice, if they want t ogo ahead with it I then generate a PayPal invoice. However, I am currently in the process of switching my accounts cloud, and to make full use of the platform and its invoicing options it would be helpful to transfer the contact in as required. I cant seem to be able to export one contact at a time to do this? I can see from my new platform (ZOHO) that I can upload the file in the format offerred by HubSpot, but I am only able to download all (250) of them at a time. I have looked a Zapier but it seems to want to transfer everything that comes in. I only want to export one contact at a time- is this possible? As a small business I need to keep my costs down as well, so it would be nice to find a soloution inhouse.

Thanks in advance xx

2

Hi Helen!

Let me know if I’m off the mark, but ultimately, is our end goal to export a csv/excel file that contains just info from one single contact? If so, I’d do the following:

  1. Go to your Contacts View
  2. Filter by the contact’s name, email etc, such that the only result from the filter is the single contact we need.
  3. Then, click Table Actions → Export View
    31218i55D97F0E2270C960.png

The resulting download will be an excel/csv file, containing just the information from that single contact. Feel free to correct me if I’ve misunderstood what we need to do!

Best,
Allan

3

Thanks, I think that was where I was going wrong. I was just selecting (vi the tick box) the contact I wanted rather than using the serach fuction to bring the list down to just one person.

Huge thanks