The 2-minute export guidesDraft
Export your deals from HubSpot
About 2 minutes, plus HubSpot's email
The steps
You need permission to export. Most admins have it.
- Open CRM → Deals.
- Switch to the table view (the list icon), not the board.
- Choose the view All deals. If you have several pipelines, choose All pipelines.
- Optional: add the filter Create date is after a date three years ago.
- Click Export at the top right of the table.
- Choose CSV. If asked which columns, choose all of them: the page keeps only what it needs. Click Export.
- HubSpot emails you a download link, often within minutes. It works for 30 days.
- Drop the file on your private link.
No Export button? Your user has no export permission. Ask a Super Admin.
What happens to the file
Drop the file on your private link. Your browser keeps what we need, removes the rest, and shows you the list before anything is sent.
Menu names can differ by plan, language and version. Each step is checked in a demo account before this guide goes live.