CRM

CH1570
Membre

New User looking to export contacts if needed

Résolue

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 Solution acceptée
markkofman
Solution
Contributeur de premier rang

New User looking to export contacts if needed

Résolue
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 🙂

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
markkofman
Solution
Contributeur de premier rang

New User looking to export contacts if needed

Résolue
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 Votes