Exporting companies for mailout with associated contacts

[JakeT]

I'm trying to work out the best way to export data for a mailout.

Here is what I want to achieve.

I want to send a mailout to all existing customers about a new service we offer. On that mailout, I need:

Their address, Company name and an associated contact from the account.

Here is what we have setup.

Quotient, Xero and Hubspot.

- When a quote is generated in quotient, the company lifestyle stage is updated to "lead".

- When the quote is accepted and then sent to Xero, the company lifecycle stage  is updated to "customer"

Possible solution

- If I could work out how to sync the information on contacts up with the information on companies, I could easily just do an export of contacts. 

- We raise invoices to comapnies, not contacts hence the reason the lifecycle stage gets updated on the company.

Any ideas?

[Phil_Vallender · Accepted solution]

Hi @JakeT

The ideal solution is to use workflows to map the company address fields to the associated contact records, but you may not have access to those. 

Alternatively, you might be able to use Zapier or a similar solution to map company properties to contacts. 

As you've discovered, due to the one to many relationships, its not possible to export contacts with the address from their associated company or vice-versa. 

Hope this helps.

[karstenkoehler · Accepted solution]

Hey @JakeT,

This is now possible natively in HubSpot – not sure if this was introduced quietly or if I simply missed it.

You can export contacts with associated company information.

To do so, create a list of the contacts that you want to export with their company information. (This solution does not work from a contact view, it has to be a list.)

In your list, click Actions:

You should now have the option to also include company properties in your export file:

As you can see this solution is one way: exporting contacts with associated company information (not: companies with associated contacts). However, with a bit of Excel magic, the export file can be transformed in such a way.

Hope this helps!

[Phil_Vallender · Accepted solution]

Hi @JakeT

The ideal solution is to use workflows to map the company address fields to the associated contact records, but you may not have access to those. 

Alternatively, you might be able to use Zapier or a similar solution to map company properties to contacts. 

As you've discovered, due to the one to many relationships, its not possible to export contacts with the address from their associated company or vice-versa. 

Hope this helps.

[JakeT]

I really appreciate you taking the time to answer 😃

It's such a shame that a basic feature you would expect of any CRM is paywalled behind a $12,000 plan. I suppose that's part of the catch with anything that's "free".

I think what we're going to have to do is transition to one of the myriad of other CRMs that offer that incredibly basic feature priced at around $480

[JanaB]

Hi @JakeT,   

while it is not possible to export contacts with their related company data (address) with a native HubSpot tool you can do it using an Import2 Wizard (HubSpot premier partner). Here is a quick video walkthrough on how it works: https://youtu.be/79Pe8VkFLxs Let me know if you have any questions back to us as you try it.