How to Export Your Data from HubSpot

Complete guide to exporting all your data from HubSpot: contacts, companies, deals, notes, emails, workflows, and everything else. Step-by-step for 2026.

The Dench Team

March 26, 2026·9 min read

How to Export Your Data from HubSpot

Whether you're switching CRMs, creating a backup, running analysis outside HubSpot, or just exercising your right to your own data — exporting everything from HubSpot is something every admin should know how to do.

The good news: HubSpot supports export for most of its data. The frustrating news: "most" is not "all," and the export formats require cleanup before they're useful in another system. This guide covers every export path, in order of importance.

Before You Start#

Check your permissions: You need Super Admin access or an account with export permissions enabled. Standard user roles often can't export all objects.

Plan your exports: Make a list of every type of data you want to export before starting. It's easy to miss objects that live in unexpected places (custom objects, associated companies on deal exports, etc.).

Export during off-hours: For large databases (100,000+ contacts), exports can take 30-60 minutes. Start them and let them run.

Exporting Contacts#

Contacts are the core of most HubSpot databases.

Method 1: Direct Export#

Navigate to Contacts > Contacts
Remove any active filters (you want ALL contacts)
Click Actions > Export
A dialog appears: select All properties (not just the default columns)
Select CSV or Excel format
Click Export
HubSpot emails you a download link when it's ready

Critical: The default export only includes properties visible in your current view. To get ALL properties (including custom properties), you must select "Include all properties" in the export dialog. Missing this step is the most common export mistake.

Method 2: List Export#

If you want a filtered subset:

Marketing > Lists
Find or create the list you want to export
Click Actions > Export
Same process as above

What the Contact Export Includes#

The CSV includes:

All contact properties (standard and custom)
Contact owner
Create date and last modified date
Association: first associated company name and ID

What it does NOT include:

Email conversation content
Call recording content
Note body text
Complete activity history
All associated companies (only the primary)

Exporting Companies#

Navigate to Contacts > Companies
Remove filters
Click Actions > Export
Select all properties
Export as CSV

The company export includes all company properties and the company-to-contact association count, but not the actual contact list per company.

Exporting Deals#

Navigate to Sales > Deals
Remove filters (show all deals, all stages including closed)
Click Actions > Export
Select all properties
Export as CSV

Important for deal associations: The standard deal export includes a "Associated Contact" column with the primary contact, but not all associated contacts or companies. To get complete association data, use the API (see below) or enable "Include associations" in the export dialog if it appears.

Exporting Tickets (Service Hub)#

Navigate to Service > Tickets
Click Actions > Export
Select all properties
Export as CSV

Exporting Custom Objects#

HubSpot custom objects (available on Enterprise plans) require individual exports:

Navigate to the custom object's index page
Click Actions > Export
Select all properties

Each custom object type requires a separate export.

Exporting Activity Data (Notes, Emails, Calls, Meetings)#

This is where things get harder. Activity data in HubSpot is stored as engagements and requires more work to export.

Option 1: Export via Contact Record (Manual)#

For small databases: open individual contact records and copy notes/activity manually. Not practical for anything over 50 contacts.

Option 2: Engagements API (Recommended for Complete Export)#

HubSpot's Engagements API provides programmatic access to all activities.

Get your API key: Settings > Integrations > Private Apps. Create a private app with read access to CRM objects.

Fetch notes:

curl -X GET "https://api.hubapi.com/engagements/v1/engagements/paged?limit=250" \
  -H "Authorization: Bearer YOUR_PRIVATE_APP_TOKEN"

Fetch by type (CALL, EMAIL, MEETING, NOTE, TASK):

curl -X GET "https://api.hubapi.com/engagements/v1/engagements/paged?engagementType=NOTE&limit=250" \
  -H "Authorization: Bearer YOUR_PRIVATE_APP_TOKEN"

The API returns paginated results. Iterate through pages using the offset parameter until hasMore is false.

Python script for bulk notes export:

import requests
import csv
 
TOKEN = "YOUR_PRIVATE_APP_TOKEN"
BASE_URL = "https://api.hubapi.com/engagements/v1/engagements/paged"
 
notes = []
offset = 0
while True:
    resp = requests.get(BASE_URL, 
        headers={"Authorization": f"Bearer {TOKEN}"},
        params={"limit": 250, "offset": offset}
    )
    data = resp.json()
    for item in data.get("results", []):
        if item["engagement"]["type"] == "NOTE":
            notes.append({
                "id": item["engagement"]["id"],
                "created_at": item["engagement"]["createdAt"],
                "body": item["metadata"].get("body", ""),
                "contact_ids": item["associations"]["contactIds"]
            })
    if not data.get("hasMore"):
        break
    offset = data["offset"]
 
with open("hubspot_notes.csv", "w", newline="") as f:
    writer = csv.DictWriter(f, fieldnames=["id","created_at","body","contact_ids"])
    writer.writeheader()
    writer.writerows(notes)

Option 3: DenchClaw Browser Agent#

The browser agent can log into your HubSpot account and systematically export activity data:

Install DenchClaw: npx denchclaw
Say: "Export all notes and activity data from HubSpot"
The agent navigates HubSpot, extracts the engagement data, and saves it to your local workspace

Exporting Email Sequences#

Sequences (Sales Hub automated email cadences) can't be exported as portable files. You need to document them manually:

Go to Automation > Sequences
Open each sequence
Document: name, steps, email content, timing, enrollment triggers
Save as a document (Word, Notion, Google Doc)

This documentation becomes your blueprint for recreating sequences in the new system.

Exporting Workflows#

Workflows also can't be exported as portable configurations. Manual documentation:

Go to Automation > Workflows
Open each active workflow
Document: enrollment triggers, conditions, actions, timing
Screenshot complex branching logic

HubSpot does have a Clone function that copies a workflow within HubSpot, but there's no export to another CRM.

Exporting Email Templates#

Go to Marketing > Email > Email Templates (or Sales > Templates for sales email templates)
Open each template
Copy the HTML source (view source if needed) or save the body text
Paste into a document for preservation

There's no bulk template export. For large template libraries, the API provides GET /marketing/v3/emails/templates for marketing emails.

Exporting Forms and Submissions#

Forms:

Marketing > Lead Capture > Forms
Each form has an export for submissions: open the form > View Submissions > Export

Form definitions (the form fields and configuration) can be exported via the Forms API: GET /forms/v2/forms.

Submission data: Each form's submission export gives you a CSV of all submitted data with timestamps.

Exporting Lists#

Marketing > Lists
Open a list
Actions > Export — exports the contacts in the list

The list definition itself (the criteria for dynamic lists) can't be exported as a portable file. Document dynamic list criteria manually.

Exporting Custom Properties (Field Definitions)#

To know what fields you've created (so you can recreate them elsewhere):

Settings > Properties
Filter by object type (Contact, Company, Deal)
Export: there's an export button that gives you a CSV of all property names, types, and options

This is essential for recreating your schema in a new CRM.

Exporting Reports and Dashboards#

Reports and dashboards are HubSpot-specific configurations that can't be exported. Document them:

Screenshot each dashboard
Note the filters, date ranges, and chart types
Recreate in the destination CRM's reporting tools

Exporting Marketing Emails#

If you sent campaigns through HubSpot Marketing Hub:

Marketing > Email
Select emails to export
Actions > Export — gives you a CSV of email performance data (send date, opens, clicks, bounces)

The actual email HTML templates require manual export (copy HTML from each email's settings).

Using the HubSpot API for Complete Exports#

For a truly complete export, especially for large databases, the HubSpot REST API is the most reliable path.

Key endpoints:

GET /crm/v3/objects/contacts — contacts with pagination
GET /crm/v3/objects/companies — companies
GET /crm/v3/objects/deals — deals
GET /crm/v3/objects/tickets — tickets
GET /crm/v3/associations/{fromObjectType}/{toObjectType}/batch/read — associations

Use the Search API for filtered exports:

curl -X POST "https://api.hubapi.com/crm/v3/objects/contacts/search" \
  -H "Authorization: Bearer TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"filterGroups": [], "limit": 100, "after": 0, "properties": ["email","firstname","lastname","company"]}'

The HubSpot API documentation at developers.hubspot.com is comprehensive.

Exporting via DenchClaw (Automated)#

The fastest end-to-end option for moving to DenchClaw:

Install DenchClaw (npx denchclaw)
Say: "Import everything from my HubSpot into DenchClaw"
The browser agent logs into HubSpot using your existing session, exports contacts, companies, deals, and notes, and imports them into your local DuckDB database automatically

This handles the export, field mapping, and import in a single command.

Verification Checklist#

After exporting, verify:

Contact count matches HubSpot contact count
Company count matches
Deal count matches (all stages, including closed)
Custom properties are all included
Notes export has meaningful content (not just IDs)
Email activity has timestamps

After the Export#

Store your exports: Keep the raw CSV exports in a folder with a date label. You'll reference them during the migration and may need them for compliance purposes later.

Don't cancel HubSpot immediately: Keep access for 30 days after migration. You'll need to check specific records you missed, verify activity data, and confirm that your new system has everything.

Review data retention requirements: In regulated industries, customer communication records may need to be retained for specific periods. Ensure your exports cover the required history.

Frequently Asked Questions#

Can I export all of HubSpot's data?#

Most of it. The main exceptions: workflow configurations, sequence configurations, and some dashboard settings are HubSpot-specific and must be documented manually rather than exported as portable files. All actual data (contacts, deals, activities, form submissions) can be exported.