You can export all of the contact, company, or deal records that exist in a view (for more information on creating views, click here).
Please note: HubSpot CRM will export all properties that are added as columns to the view you are exporting. This does not include Notes or other engagements. To learn how to customize which properties appear in your view, check out this article.
You can automatically export deals (including fields from other tables) as CSV files using Skyvia. It is a code-free ETL web service with support for all major SaaS apps, databases and flat files.
You can export all of the contact, company, or deal records that exist in a view (for more information on creating views, click here).
Please note: HubSpot CRM will export all properties that are added as columns to the view you are exporting. This does not include Notes or other engagements. To learn how to customize which properties appear in your view, check out this article.
I want to export using an API. I'm using workato to export all the deals and I want to get the id of the companies or primary company the deal is associated with. Generally if I want a field in csv I need to give the property name of that field. What should be the property name to get the associated company ids? I tried associated_company_ids and got an error ( Please fix or remove these properties as they are not a part of the object: associated_company_id)
How to export deals, contacts and companies is clear to me. What we were looking for is this: We would need detailed adress information (Properties) from the related contact/company. So properties from contact or/and company when exporting a deal overview. (I also tried to solve this with a workflow, sadly not possible to update deal properties based on related contact/company and kind of copy/paste properties.)
At the moment we export all and use Excel and VLOOKUP() and makros.
