How to link the properties of the "Contacts" with the "Deals"SOLVE
Dec 31, 2018 3:44 PM
I can not find a way to link the properties of "Contacts" with those of "Businesses". When exporting how can I know which business is what contact?
Solved! Go to Solution.
Jan 2, 2019 6:16 PM
You mention contacts and deals in your post title but contacts and companies in your post.
Either way, these two objects are linked only in limited ways in HubSpot, due to the one-to-many relationships that can exist.
A contact can only be associated with one company, so, when exporting contacts you can include the associated company column to see which company record they are associated to.
Deals can also only be associated with one company and you can export the associated with column to see which ones.
Multiple contacts can be associated with each company and deal, so it is not currently possible to export companies and deals in a way that shows you the associated contacts.
Hope this helps.
Feb 12, 2019 11:14 AM
Import2 Wizard exports contacts and related company data. Once you connected in Wizard select CSV export, and on a next screen you select fields to include into the export file as well as associated objects properties.