What are contact properties HubSpot?
HubSpot is one of the top marketing platforms in the world, with over 10 million users worldwide. The platform offers an array of tools that allow businesses to grow their customer base, increase leads, optimize conversions, etc. One such tool is its Contact Management system which has been designed specifically to help business owners keep track of all their customers’ information, including email addresses, phone numbers, mailing address details, etc., while managing multiple campaigns simultaneously.
But what if there was a way to easily import/export your company's existing database so that you could use it on other systems like Google Sheets or Microsoft Access? Well, thanks to HubSpot’s new Contact Properties API (Application Programming Interface), this dream is now possible! Here we will discuss how the API works, along with some examples of how to use them.
Can you export contact activity from HubSpot?
Yes, you can. In fact, there are many ways to do it. You can go through each step manually by using HubSpot’s built-in Export feature, but doing so would be time-consuming as well as error-prone due to manual typing errors. Instead, HubSpot provides a simple interface where you can choose any date range and select specific objects within your Contacts Database. Once selected, the process automatically generates CSV files containing only those chosen fields. This method also gives you more control when choosing certain parameters. For example, you may want to remove duplicate entries generated during exporting, rather than have duplicates included in the final file too.
You can download these CSV files via FTP and upload them into another application, be it Google Sheets, Microsoft Access, or anything else. Or, alternatively, you can directly access the CSV files online without having to install any software. When accessing the CSV files online, make sure they don't expire before you've uploaded them. Otherwise, you'll need to wait until next week to reaccess them again. To avoid this issue altogether, you should always check the expiry dates of any downloaded documents prior to uploading them into your preferred destination.
Once you're done importing your data, here are some tips to remember when working with external databases:
Importing large amounts of records at once can cause performance issues. Therefore, consider breaking up larger datasets into smaller batches according to size, type, or category.
If you plan on making changes after importing your data, ensure that your original source contains unique identifiers for every record. These unique IDs act as primary keys for imported records. If not, you may encounter duplicate ID values upon updating.
When inserting new records, try to include relevant field names whenever possible. They'll save you headaches later down the road.
In addition to HubSpot's own CSV format, you can also convert HubSpot's XML formats to JSON files using HubSpot's free Converter app. Alternatively, you can simply copy and paste exported CSV contents into spreadsheet applications. However, depending on the number of rows and columns involved, it might take awhile to load. It is best to leave conversion tasks to professionals who know exactly what they're doing.
Can you export HubSpot contacts to Excel?
Unfortunately, no—but thanks to HubSpot's Contact Property API, this isn't much of a problem anymore. Since HubSpot already knows how to generate CSVs containing just the right amount of information per row, you can rest assured knowing that everything won't get lost during the transition.
However, if you still wish to transfer your entire HubSpot Data to Excel, you can either opt for direct copying (by pasting) or indirect transferring (using third party apps). Directly opening your.CSV file(s) in Excel will work, but the results aren't guaranteed 100 percent accurate since the formatting of table cells varies between different programs. On the other hand, importing data into Excel using third party apps will bring you better accuracy rates because they handle complex layouts and cell spacing properly.
Here are two popular choices for this purpose:
1. Import Your Entire Hubspot Database Into MS Word Using Doxie GoGo
Doxie GoGo is a handy utility program that lets you effortlessly move content between various devices. Its intuitive user interface makes it easy even for beginners to navigate around. Additionally, it supports both Windows and Android operating systems.
To begin, head over to DoxieGogo website and sign up for a free trial. Then follow the instructions shown below to start moving your HubSpot contacts' data into Word.
Download and open the Word document template provided by Doxie Gogo. Click "Start" and then click "Select Source." Select the tab labeled "File Explorer," followed by the folder where your HubSpot CSV file resides. Next, press Ctrl + C to Copy Selected Elements. Afterward, close the File Explorer window. Now, return to your Word Document Template. Head over to the section marked "Destination" and click "Paste." Finally, press Enter to execute the command. A pop-up window asking whether you'd like to run the task immediately or schedule it for tomorrow appears. Choose Scheduling for Tomorrow. Wait for the operation to finish, and then exit.
2. Transfer Your HubSpot Database From Email With SendHub
This portable desktop app enables you to send emails from anywhere—even from mobile phones. All you have to do is enter your recipient's email address and subject line, pick out the message body text, and hit the Send button. While sending bulk messages is free, creating a scheduled delivery option costs $5 per month.
After logging into your SendHub account, locate your HubSpot DB file on Files & Folders. Navigate to the desired location, highlight the whole file, and click Download. Afterwards, extract the ZIP file and launch SendHub. Right-click on the icon located at the bottom left corner of the screen and select "Export Messages..." Follow the prompts to complete the setup. Once completed, you can view the status of pending jobs under Jobs. Use the dropdown menu near the search bar to switch between Dashboard, Emails, Calendar, and Notes views.
How do I export data from HubSpot?
Exporting your data from HubSpot takes less effort than going through the aforementioned steps manually. Simply log into your HubSpot account and find the Settings page. Under Account Information, scroll down to the section titled "Contact Properties". There, look for the "Export Activity" link. By clicking on it, the following wizard will appear. Just fill in the necessary fields and submit the request. Within minutes, you'll receive response links showing the progress of the job.
Alternatively, you can also use HubSpot's native Export function by selecting any object from your Contacts Database. Look for the green arrow beside the "Export" button. That's it! Your data will instantly show up on the subsequent webpage.
As mentioned earlier, downloading the hubspot csv file manually requires plenty of patience and attention to detail. But hey, at least you got a chance to learn something new today! And hopefully, it gave you enough confidence to continue learning about HubSpot's Contact Property API. Until then, happy exploring!
Contact management is one of the most important tasks in any business, but it's not easy because there are many things that need to be done, such as managing your relationship with customers or suppliers, tracking sales leads, etc. It can get really complicated if you use different tools to handle all these processes. Luckily, HubSpot offers an intuitive tool called Contact Management System (CMS) which has everything needed to keep track of your relationships. You won't have to worry about anything else except just focusing on expanding your network by connecting more people to your products/services.
With this system, you'll never have to deal with issues like data synchronization between systems when working with multiple companies. All information will remain within one platform controlled only by you. Moreover, using CMS ensures better customer service since every employee would know what needs to be provided to specific clients at each moment. If you're still wondering how does it work, here we go!
HubSpot provides its users with several useful features including CRM, marketing automation, email marketing, lead generation, social media marketing and others. The best thing is that they offer their services for free so you don't even have to pay extra money for them. However, before signing up for HubSpot, make sure you read through some user reviews first. They provide tons of helpful tips and tricks that could save time and effort while doing various activities related to online advertising.
If you've decided to give this amazing app a try, then let me show you how you can easily access Contacts Properties feature.
Can you export Outlook contact list?
Yes! This feature works exactly the same way as importing new contacts into Microsoft Outlook. When adding new contacts via Email, Phone Number or Facebook Account, you should select Import instead of Add New Contact and choose either Excel (.csv file extension), Google Spreadsheet (.gsx files) or Text (.txt). Then click OK button. That's it! Now your phone number and address book will appear right inside MS Office application, ready-to-use.
You may want to add additional fields to your existing contacts depending on your preferences. For example, if you own a restaurant, you might consider assigning your employees' emails as well as their names to replace those standard labels "Customer Support" and "Owner".
This approach helps you avoid confusion during searching for particular person in your Address Book whenever you receive support inquiries, orders, complaints, or other requests. And who knows, maybe someone asks you out for dinner after reading your profile on LinkedIn... Just kidding! But seriously though, it’s always good to connect potential partners directly and build long-lasting professional connections.
Now that you've learned how simple it is to move existing contacts over to HubSpot, why not take advantage of this opportunity to transfer your whole Outlook contacts to HubSpot too? Here are instructions to help you accomplish this task.
First off, open Outlook 2010 or 2013 and head over to Edit -" E-mail messages menu item. Next, go down the Tools tab and find Export Mail Messages option. Click Yes button and specify where you'd like to save your exported contacts. Make sure Save As Type field matches your preferred format, e.g.,.CSV or.GEX. Finally, hit Apply & Send button. Your message(s) containing selected contacts should start downloading immediately.
Once finished, close Outlook without saving changes made to your default settings. Otherwise, imported contacts will automatically merge with original ones in your Address Book. Afterward, launch the above mentioned steps again to re-export updated addresses back into Microsoft Outlook.
When importing new contacts into HubSpot, feel free to skip step No. 3 above since no updates need to occur. To do this, simply click Delete next to Create New Contact label and check whether the operation was successful or not. Note that deleting old contacts doesn't delete them permanently unless you manually remove deleted records yourself.
Note that once you download your contacts, they become available in both your local computer and cloud storage folder. So wherever you store your files, it will always be accessible to you.
How do you export contacts to CSV File?
To view or edit your downloaded contacts, double-click on the relevant row. Alternatively, press Ctrl + DoubleClick to expand column headers. Once expanded, you'll see two options below your chosen record. One of them contains text saying Select Multiple Rows and another says Unselect Row. Use the latter choice if you wish to exclude certain entries from being included in your final output.
Next, look for the dropdown box located beneath the highlighted area. By clicking on it, you'll notice that three columns are added to your spreadsheet containing Name, Telephone Numbers, and Mobile numbers respectively. These values correspond to respective fields in your personal contacts page. In case you prefer changing locations, you can also switch around items listed under Column Labels section of Data Tab.
Finally, scroll down until you reach End Of Record marker and stop editing. Now, click Finish Downloading button. A pop-up window asking whether you'd like to continue processing operations will appear. Choose Cancel button to exit and return to previous screen. Afterwards, wait few seconds till process comes to end.
Afterwards, you'll discover that newly created CSV file appears in My Documents\My Workplace\Downloads folder. Open it and examine resulting content carefully. Don't forget to verify that nothing went wrong during conversion, or perhaps your downloaded contacts contain duplicates. Check it against your master copy if possible.
How do I export and import contacts?
To initiate exporting and importing contacts, follow similar procedure outlined earlier. First, open your Address Book and locate desired entry. Go to View -" Advanced Settings menu option and change Displayed Fields accordingly. Under Field Names heading, choose Customize List.
Then set appropriate Label name and Value according to corresponding field type. Remember to include space between Item ID and field title. For instance, enter Customer ID for Customers field and Customer FullName for Full Name field. Also, remember to separate Items with commas. Keep in mind that you cannot modify existing labels, rather you must create entirely new ones to meet your requirements.
In addition, ensure that displayed fields match with actual fields used in HubSpot database. For instance, if you plan to convert telephone numbers, then set Country Code field value to 1. However, if you intend to display full mobile number, leave this parameter blank.
Lastly, click Convert Selected Records and choose destination location for saved copies. Feel free to adjust Destination Folder path if necessary.
After converting contacts, you can proceed further by following aforementioned steps to update existing contacts in your Address Book. Basically, repeat Step 2 by choosing Update Existing Contact option. Eventually, run third step and finish editing remaining parts of your customized lists.
As soon as you upload modified version of Address Books to HubSpot server, it should reflect changes almost instantly. From now on, you can enjoy seamless experience across platforms keeping tabs on your contacts separately.
Can you export from HubSpot to excel?
Yes, you certainly can! Let us demonstrate this technique together. Below are detailed instructions showing how to perform this action.
Go to People Page. On top left corner, you'll spot small arrow representing Actions menu. Click it to reveal submenu consisting of four sections namely Home, Search, Find, and More.
Select Find icon located underneath Find header. A search bar should appear at the bottom of your browser window. Enter keywords matching your goal, i.e., company name, department, or individual. Hit Submit button and look for results appearing next to Show Results link.
Next, sort found entries based on relevance and drag them onto suitable categories. For example, you can group similar contacts whose profiles don't differ much. At last, review details associated with each result and decide if you need to eliminate unwanted entries.
Once you're satisfied with filtered candidates, select Sort Results button located at upper part of table. Next, pick correct sorting method and select Move Selection Up / Down buttons if applicable.
At last, click Copy Table Header. Look for Paste Options menu item located at lower right corner of your browser. Choose Merge Cells option. Wait for a couple of moments till entire selection gets copied.
Feel free to rename merged cells according to proper hierarchy. Take care that separated rows don't overlap with previously pasted ones. If something goes wrong, refresh page to fix issue.
If you haven't noticed, some extra rows were inserted. This happens due to differences in formatting rules applied to various elements, especially dates. Fortunately, you can hide unnecessary additions by going to Formatting Rules Manager and selecting Hide Extra Entries row.
Below is demonstrated how you can seamlessly migrate existing contacts from HubSpot to Excel.
Do note that copying tables from HubSpot to Excel may cause loss of information if source data differs significantly from target document. Therefore, it's recommended to thoroughly analyze converted versions of sources prior to transferring them into your hard drive.
HubSpot's Customer Relationship Management (CRM) software is growing rapidly, with more than 6 million users across the globe. The company offers both cloud-based and on-premise versions of its platform.
When it comes to contacting customers or potential prospects, there may be times when you need to use different email addresses. Perhaps you have multiple personas like "sales" and "marketing," but want to keep your personal emails separate so that they don't get mixed up. Maybe you're using one service while trying out another at the same time. Whatever the reason, having different contact information can help you stay organized.
In this article we'll show how easy it is to set up new contact properties in HubSpot CRM, as well as explain what these properties actually represent.
We also offer some tips on exporting contacts from HubSpot into other services. Let's start by creating a new property.
How do you make a new property?
To begin adding a new property, open up HubSpot CRM. You will see five tabs along the top menu bar: Account Settings, My Contacts, Campaigns & Lists, Leads, Forms, and Reports. Click on the first tab, then select Add Property. A pop-up window should appear where you can enter details about the property such as name, description, type, value, etc. We've created a simple property called "Contact Type." This property simply tells us which persona our customer needs to follow up with based upon their previous engagement with us. For example, let's say you sell used cars. If someone contacted you via phone call, they would likely go through sales, whereas if they filled out a form online, they'd most likely go through marketing. So, instead of leaving the default setting of "contact_type", we change it to "Sales vs Marketing". Then click Create Property.
Now, next step is to assign each individual contact to the correct profile. To do this, open the main panel on the left side of the screen. Look under the header All Actions and find Assign a Contact to Profile. Choose whether you want to move existing contacts over automatically or manually. Next, choose Manually Edit Profiles and check off the options Apply Changes Automatically and Don't Show Up In Dashboards. Now, look down below and find the dropdown menus Personal Email Address and Call Number. Select the appropriate option depending on whom you wish to send mail and calls to, respectively. Once done, hit Save changes. Repeat this process until you've assigned every single contact to his/her own profile.
Once everything looks good, head back to the home page and verify that you haven't accidentally deleted any properties during editing. Also, take note of the ID number next to your newly added property. That way, you won't lose track of it later. Hit OK once again and you're finished!
For those who aren't familiar with HubSpot CRM, here's a quick overview of what each section means:
Account settings - Contains general information related to your business, including billing preferences and security settings.
My Contacts - Your current list of contacts, separated according to roles within your organization. Each role has its own color coded icon.
Campaigns & lists - Used to organize leads and contacts into groups. You can access these lead pools anytime via Lead Pools.
Leads - Includes basic info about leads captured on HubSpot, such as source and status.
Forms - Allows you to capture forms data and import them directly from third party apps without needing to reenter data.
Reports - Provides analytics for various reports, including campaign performance, pipeline analysis, funnel analysis, and historical reporting.
Let's talk about why you might want to create additional properties in the future. There could come a point in which you want to split a large pool of contacts into smaller segments, perhaps because you want to target specific types of individuals for certain purposes. Or maybe you just feel overwhelmed with too many people following up on you, and therefore need to prioritize accordingly. Regardless of what your reasons are, creating properties makes organizing your contacts much easier. It gives you the ability to filter out unwanted messages, reply only to important ones, and better handle incoming requests. And best of all, it's really easy to switch between profiles whenever needed.
How do I add an address to HubSpot?
Adding an address to HubSpot isn't difficult either. After clicking on Accounts & Preferences, scroll down further and locate the tab labeled Home Page Design. Here you can customize your homepage appearance. Under Customize Header Area, click on +Add Field. From the popup box, select Text Field and drag it onto the empty space. Enter whatever title you want for the field, followed by inputting your preferred placeholder text, which appears right after the title. Lastly, enter your desired label. We chose "Address 1 Line 1". When ready, hit Save Changes. Repeat this process for every field you want to include.
Next, navigate back to the main panel and expand the sidebar on the left pane. Find the tab titled Homepage Setup. Use the dropdown menu located above the image to select whichever design you prefer. Scroll down further to view the available fields. Depending upon your preference, you can pick something like First Name, Last Name, Street1, City, State, Zip Code, Phone Numbers, Mobile Phones, Work E-mail, Other E-mails, Website URL, Social Media Links, Additional Info, and Company Logo. Just hover over each respective category to read descriptions of what each field does. Finally, fill out the necessary details, save changes, and voila!
How do I export all properties in HubSpot?
You can easily download all your properties from HubSpot to Microsoft Excel, Google Sheets, CSV files, or even XML documents. To start, visit the Account Settings page. Below the header labeled General Information, click Export Data. On the resulting page, check the boxes beside the properties you want to download. Hit Download File(s), and wait patiently for the file(s) to upload to your computer.
If you prefer, you can also download all properties from the system by navigating to the View menu. Hover over More Options near the bottom of the panel, and select Get List Of Properties from the dropdown menu. Again, hit Download File(s).
Finally, you can also download all properties as XML files through HubSpot itself. Navigate to the View menu again, and select Open System Log. Locate the entry named Conversion Error Report. Click on this item, scroll down further, and select Copy Link. Go ahead and paste the copied URL in your web browser, and you should instantly receive the corresponding XML document.
How do I export a contact activity from HubSpot?
Exporting activities from HubSpot requires a bit more work than downloading properties. However, it still doesn't require much effort on your part since it involves copying URLs rather than opening particular views.
First things first, ensure that you're logged into HubSpot CRM. Next, head over to the Activities area on the left hand side panel. Hover over Activity Types, and select New Event. Make sure you've selected the proper event type, e.g., Mail Sent, Form Submitted, Followed Someone, Requested Support, etc. Then click on Events, and finally select Capture Event. Once you confirm the action, you should receive a URL similar to https://yourhubspotdomainname/api/v2/events/captureeventid. Copy this URL and head back to your desktop or mobile device. Visit the website, insert the copied code, and press Submit. Upon successful login, you should see a confirmation message stating that your request was successfully processed.