CRM

DZiv
Contributor

Exporting properties to word doc

SOLVE

We're looking for a way to export all properties of an object on hubspot to a word document, or to a google doc. Is there any built-in way to do this? Or an app we can integrate?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Exporting properties to word doc

SOLVE

Hi @DZiv,

 

Does it have to be a Word document? You can export all properties as an Excel file under Settings > Properties > Export all properties.

 

Once exported, you can copy the content from the Excel file into a Word document.

 

If you're interested in property values, then you could explore using Zapier to send information from contact records into a Word document.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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TPühringer
Participant

Exporting properties to word doc

SOLVE

Hello, we are looking for a way to export properties of a single company in hubspot to a word document to fill in the adress for an offer.

How did you do it with zapier? couldnt find a way to do it with a zap.

Thx for help

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Exporting properties to word doc

SOLVE

Hi @DZiv,

 

Does it have to be a Word document? You can export all properties as an Excel file under Settings > Properties > Export all properties.

 

Once exported, you can copy the content from the Excel file into a Word document.

 

If you're interested in property values, then you could explore using Zapier to send information from contact records into a Word document.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
DZiv
Contributor

Exporting properties to word doc

SOLVE

Zapier worked great for this, thanks for the suggestion!

0 Upvotes