Export Contact and Company releated to a Deal

[TheDSP007]

Hi Guys,

i would like to export all releated contact and company data when i export my deal pipeline. Good Ideas?

Thanks for your help.

Best regards

[TayshaProvost]

There is one more tool that seems suitable in your case - Skyvia. Using it, you can automate export your Hubspot data: https://skyvia.com/connectors/hubspot

[johnelmer]

There is a new app in the HubSpot App Marketplace that makes downloading all HubSpot CRM data simple.  Ultimate Data Export  for HubSpot is free to use and lets you download your data to Excel.

[rmander · Accepted solution]

Hi there - you should be able to do this by creating Active Lists of the associated contacts / companies and then exporting directly from the Lists tool.

For example I can create a List of all contacts which have a Deal in my Sales Pipeline using the filters 'Deal Properties' > 'Pipeline'. I could then further refine this by the 'Deal Stage' if needed.

You'll probably need to use our 'Company based list' option if there's specific data on the companies that you'd like to export.

Once you've created the lists you can export using the 'more' option on the main Lists page. Instructions here.

[TheDSP007]

Thanks for your help. The solutions works fine