CRM

CH1570
Member

New User looking to export contacts if needed

SOLVE

Hi,

 

I have a very new company and am looking at using this Sales CRM for my business. If I use it for several months and enter a substantial amount of customer data into it but decide to switch to a different CRM, is there a way for me to export my data into that CRM or into any other program?

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1 Accepted solution
markkofman
Solution
Top Contributor

New User looking to export contacts if needed

SOLVE
You can easily export contacts, companies and deals using HubSpot built in filters. See https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-d...

And if you ever need to switch to other CRM, you can use service like https://www.import2.com to copy all your data to a new location.

Though, you might not ever need it 🙂

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1 Reply 1
markkofman
Solution
Top Contributor

New User looking to export contacts if needed

SOLVE
You can easily export contacts, companies and deals using HubSpot built in filters. See https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-d...

And if you ever need to switch to other CRM, you can use service like https://www.import2.com to copy all your data to a new location.

Though, you might not ever need it 🙂
0 Upvotes