# HubSpot Data

{% hint style="info" %}
**Want to analyze your HubSpot CRM data with DataMotto's AI?** You have two options:

1. <mark style="color:purple;">**Upload**</mark> your HubSpot database as a CSV file to DataMotto. This method is easy and straightforward.
2. <mark style="color:purple;">**Integrate**</mark> your HubSpot database to DataMotto. This method is automatic, which save time for future analysis, but require a bit more effort to set up.

Below, you'll find a step-by-step guide for each method.
{% endhint %}

## Method 1: Upload

### Step 1: Download from HubSpot

1. **Find Your Records:**
   * **Calls:** Go to Contacts > Calls.
   * **Contacts:** Go to Contacts > Contacts.
   * **Companies:** Go to Contacts > Companies.
   * **Deals:** Go to Sales > Deals.
   * **Payments:** Go to Sales > Payments > Payments.
   * **Tickets:** Go to Service > Tickets.
   * **Custom Objects:** Go to Contacts > \[Custom object]. If more than one, select the one you want.
2. **Open the View You Want to Export:**
   * In list view, click the view's **tab** or **+ Add view**, then select from the menu.
   * In grid board view (deals, tickets, or custom objects), choose the pipeline and view from dropdown menus.
3. **Export the Records:**

   * In list view, click **Export** at the top right.

   <div align="left"><figure><img src="https://1785531206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fgs2ZVzmHj2xaHXUZ3NDU%2Fuploads%2FjaXFnOOgRf4o26dPIPXu%2Fimage.png?alt=media&#x26;token=14ec832b-4858-483a-a06d-43599641fad9" alt="" width="563"><figcaption></figcaption></figure></div>

   * In grid board view, click **Board actions > Export view**.
   * Choose **CSV** as the file format.

   <div align="left"><figure><img src="https://1785531206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fgs2ZVzmHj2xaHXUZ3NDU%2Fuploads%2FPDQUkHvRzLvJsdGoCnh1%2Fimage.png?alt=media&#x26;token=cc1adf15-f966-47c7-9082-daf34e1f7139" alt="" width="563"><figcaption></figcaption></figure></div>

   * Select to Include only properties in the view or include All properties. The column order in the export file depends on what you choose.
   * Click on **Export** button to download your records.

### Step 2: Upload to DataMotto

* Log in to [https://datamotto.com](https://datamotto.com/).
* Create a "New notebook." Then, select the **HubSpot** card and upload your HubSpot CSV data. You are all set.

{% hint style="success" %}
Congratulation! Your HubSpot data is now uploaded to DataMotto, and Klarence is ready to analyze it for you. :tada:&#x20;
{% endhint %}

### Modify your data?

In case you need to modify your HubSpot data, go to your dashboard and click on \
"**Resources & Integrations**" in the left sidebar panel. There, you can modify your data.

<div align="left"><figure><img src="https://1785531206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fgs2ZVzmHj2xaHXUZ3NDU%2Fuploads%2Fqp2SNFE4p39tMMxFUOak%2Fimage.png?alt=media&#x26;token=07585bb3-01ea-467b-b1d4-e87b8e9cf902" alt=""><figcaption></figcaption></figure></div>

## Method 2: Integration

{% hint style="info" %}
Integrating HubSpot databases to DataMotto is a feature available in the [<mark style="color:purple;">Business</mark>](https://datamotto.com/pricing/) Plan. It streamlines your workflow by connecting your HubSpot records and syncing with the latest version automatically. If you're interested in upgrading to the Business Plan for your team to take advantage of this integration and other advanced features, please [contact us here](https://datamotto.com/request-demo/).
{% endhint %}
