If you are a HubSpot user who owns a business, it is probable that you have a large number of contacts saved in your HubSpot CRM. There may be instances when you need to retrieve these contact information for different purposes, like creating backups, keeping offline records, or importing them into another platform. This article will provide a step-by-step tutorial on how to easily download contacts from HubSpot.
Step 1: Navigate to Contacts
After logging into your HubSpot account, go to your dashboard and click on Contacts, then click on Contacts again in the dropdown menu.
Step 2: Select Contacts
Once you’re on the Contacts page, you have two options. You can either:
- Select individual contacts by ticking the boxes next to their names.
- Select all contacts by ticking the box in the header row, next to the Name column.
Step 3: Choose the Export Option
After selecting the contacts, click on the Actions button and then select Export.
Step 4: Set Up Your Export
A dialog box will appear, allowing you to choose the format for your export. You can choose either .csv or .xlsx. We recommend .csv as it is more universally accepted by other programs.
Once you’ve selected your preferred format, click on the Export button.
Step 5: Retrieve Your Export
HubSpot will now process your request and prepare the file. This can take some time, depending on the size of your contact list.
Once the file is ready, HubSpot will send an email to the address associated with your account. This email will contain a link to download the file.
Click on the link, and the file will be downloaded to your device.
Conclusion
Downloading contacts from HubSpot is an easy and straightforward process. Following these steps will enable you to have a backup of your contacts and use them in any other system as needed. Remember to handle the downloaded data with care, as it contains sensitive information about your contacts.