HubSpot is a powerful CRM platform that helps businesses manage their contacts, leads, and customers. One important feature of HubSpot is the ability to export contact data as a CSV file, allowing you to easily import and analyze the data in other tools or share it with your team. In this tutorial, we'll walk you through the process of exporting contacts as a CSV file from HubSpot.
Step 1: Log in to HubSpot
Go to the HubSpot website and log in to your account using your credentils.
Step 2: Access your Contacts
After logging in, click on the "Contacts" tab in the main menu at the top of the page. Click on "Contacts" again in the drop-down menu to access the Contacts dashboard, where you can view and manage all your contacts.
Step 3: Filter Contacts with Phone Numbers
Click on the "Filter" button located on the right side of the search bar. In the filter options, select "Contact properties" and then choose "Phone Number." In the next drop-down menu, select "is known" to display contacts with a known phone number. Click "Apply filter."
Step 4: Export Contacts as CSV
Click on the "More" button located above the list of contacts on the right side. In the drop-down menu, select "Export." A new window will appear, prompting you to choose the file format. Select "CSV" and click "Next."
Step 5: Customize Export Properties
HubSpot will ask you to confirm which properties (data fields) you want to include in the export. By default, all properties are selected. Deselect all properties except for "First Name," "Last Name," and "Phone Number." This will ensure your exported CSV file only contains the contact name and phone number columns. Click "Export" to start the export process.
Step 6: Download the CSV File
HubSpot will notify you via email when your export is complete. This may take a few minutes, depending on the size of your contact list. Once you receive the email, click on the "Download" button within the email or log back into HubSpot and go to "Settings" > "Exports." Find the export in the list and click the "Download" button to download the CSV file to your computer.
You've successfully exported your HubSpot contacts with phone numbers as a CSV file containing only the contact name and phone number columns. You can use this file to import your contacts into another CRM, analyze the data in a spreadsheet, or share it with your team.