HubSpot Data
How to analyze your HubSpot Records in DataMotto
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How to analyze your HubSpot Records in DataMotto
Last updated
Was this helpful?
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.
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.
Export the Records:
In list view, click Export at the top right.
In grid board view, click Board actions > Export view.
Choose CSV as the file format.
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.
Log in to https://datamotto.com.
Create a "New notebook." Then, select the HubSpot card and upload your HubSpot CSV data. You are all set.
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.
Congratulation! Your HubSpot data is now uploaded to DataMotto, and Klarence is ready to analyze it for you.