I am trying to export all the contacts to excel. The issue I am having is I need the contact, the email, city and client name.
I am only able to get email when I do email when export contacts. But when i do companies download it doesn't have the email but all of the cities, which don't show in contacts.
Is there a simple way i can export with all of the filters I need?
Contacts and companies are separate objects in HubSpot, storing separate information. To get company info on the contact object, you either need contacts to enter it via forms or map it between them using workflows.
Doing cross object analysis and exports requires HubSpot Pro's list feature. If this a one time requirement a trial of Pro would let you do it - if you can get one.
There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:
Contacts
Web Analytics
Companies
Deals
Deal History
Owners
Campaigns
Engagements
Emails
Products
Tickets
Forms
and more related subdata such as Pipelines and Associations.
Please mark this as a solution if it helps address your needs.
John
Did this post help solve your problem? If so, please mark it as a solution.
John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:
Contacts
Web Analytics
Companies
Deals
Deal History
Owners
Campaigns
Engagements
Emails
Products
Tickets
Forms
and more related subdata such as Pipelines and Associations.
Please mark this as a solution if it helps address your needs.
John
Did this post help solve your problem? If so, please mark it as a solution.
John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
Contacts and companies are separate objects in HubSpot, storing separate information. To get company info on the contact object, you either need contacts to enter it via forms or map it between them using workflows.
Doing cross object analysis and exports requires HubSpot Pro's list feature. If this a one time requirement a trial of Pro would let you do it - if you can get one.