HubSpot provides its users with the perfect solution to manage their online marketing activities easier than ever. It tracks your leads, makes it easy to follow up with buyers, makes notes on deals, and much more. To ensure smooth tracking of the aforementioned values, HubSpot has a variety of valuable data – one of which is property history. A property is a field that stores valuable information of HubSpot records. This could be client name, events details, mail history, and more. Every piece of history related to your customer/client/lead is saved in property history.
Whether it’s leads, contacts, or deals, you can view and export property history from HubSpot. Every once in a while, you’d feel the need to export HubSpot property history to further analyze or track the progress of each record. This article is a step-by-step guide on how to export property history from Hubspot to provide a complete list of property history across all records.
How to automate exports of HubSpot property history
Automated exports of your HubSpot property history are crucial for measuring the success of your marketing efforts. Doing it manually can take up a lot of your time and make it difficult to keep up with the latest changes or trends in your properties. You also get a direct connection to spreadsheet or data viz apps, so there’s no extra work involved in getting this data into another application.
There are many different applications to export property history from HubSpot. One of the most popular solutions is Coupler.io. In just a few clicks, it allows you to automatically export your data from HubSpot to Google Sheets, Excel, Looker Studio, Power BI, or BigQuery.
Coupler.io is a data automation and analytics platform designed to help you make decisions powered by data. It provides an ETL tool to automate exports from versatile sources, including HubSpot. For more advanced analytical and reporting tasks, Coupler.io offers a data experts service that can cope with a wide array of data-related tasks from setting up automations to building sophisticated analytical dashboards.
In Coupler.io, you won’t find Property history as a data entity but that’s where Advanced Filters come into the picture. An advanced filter allows users to export the history of specific data entities to get refined results. Suppose we are to export the property history of Deal stages with closed won status, here are the steps:
1. Extract your HubSpot data
Sign up to Coupler.io, no credit card required. Select HubSpot as a data source and choose the destination – it can be Looker Studio, Power BI, Google Sheets, BigQuery, or Microsoft Excel. We are exporting data from HubSpot to Google Sheets for this example.
Then, connect your HubSpot account and specify a data type to export. We are going to export Deals.
As we want to export the property history of Deal stages with closed won status, we need to use Advanced filters. If we select property as Dealstage, Operator as Equal (EQ), and Value as closedwon, the results will include the closed won deals with the property history. You can include up to 2 properties in the filters.
Then, proceed and connect your destination account.
2. Preview and transform your data
In this step, you can preview your data before exporting, as well as edit and transform it, for instance:
- Hide unnecessary columns
- Rearrange columns
- Rename, merge, and split columns
- Use formulas to perform calculations
- Apply filters and sort your data
- Combine data from different apps or accounts
Once you data is ready, proceed and connect your destination account.
3. Manage your data and schedule updates
Finally, to automate this export, you will need to toggle the Automatic Data Refresh button. Select Interval, Days of Week, Time preferences, and Scheduled Time Zones. This will ensure your export is being run on a regular basis without any human intervention.
Once you update the schedule and click on Save and Run, your data export will be available in the Google Sheets file you’ve selected.
Coupler.io also provides other destinations for data export. Similarly, if you wish to export your data from HubSpot to BigQuery or HubSpot to Excel – the steps may vary a bit considering the application.
You can also use Coupler.io to transfer your HubSpot data to Power BI or Looker Studio and visualize it. Here is an example of a HubSpot CRM dashboard and HubSpot sales KPI dashboard designed in Looker Studio. These dashboards are also available as free templates. Open the template you need and click the Readme tab to see how to visualize your data automatically in just a few minutes.
How to export property history from HubSpot by hand?
HubSpot has a native method for exporting property history. This method is the most straightforward and may be the most efficient, depending on your needs. Also, as we already mentioned in the previous section, there are third-party applications such as Coupler.io to automate the export, making your job easier.
Here’s how you can manually export property history from HubSpot:
- Go to Settings on the top right corner of the main page.
- On the righthand side menu, find and click on Properties listed under Data Management.
- On the Properties page, select an object from the dropdown at the top. So, if you wish to export, for example, Contact Properties – select it.
- Use filters to filter out categories by Groups, Field Types, and Users. These filters are provided to ensure you get the most accurate information as per your specific requirements. To fully understand and comprehend how these field types work, you can head over to HubSpot’s Knowledge Base on Property field types in HubSpot.
- Next to it, there’s an option for Search Properties from where you can look up specific properties. In this case, we are going to export the history of the property Create Date, so just simply type it in the Search Properties section.
- When you hover over Create Date, you will find the More menu. Click on the Export Property History from the More dropdown menu.
- You can now choose the File Format among CSV, XLS, and XLSX options. Finally, click on Export.
- The HubSpot export property history file will be sent to your email and will be posted in your notifications center in HubSpot. The received email will have a Download link at the bottom. All you have to do is click on it. In the notifications center, it says – Click here to download. Once it’s downloaded, this is how it’ll look:
How to export all properties from HubSpot?
It’s easy to export all properties from HubSpot, you can do so by just clicking on the button. If you have a lot of properties, then it is better to export all of them at once instead of one at a time. Here’s how you can export all properties from HubSpot:
- Let’s head over to Settings again by clicking on the gear button on the top righthand menu. And then click on Properties under Data Management on the right side.
- Now, click on Export all properties in the upper right corner.
- You will get the option to select among CSV, XLS, and XLSX file formats. Select one and click on Export. We recommend CSV since you’ll be exporting large amount of data.
- Your export will be available in your email and HubSpot notifications center for download.
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What can you do with HubSpot export property history?
HubSpot property history allows you to instantly see the complete information about any updates you or your team have made over time. Property history has many columns such as Latest Contact Date which tells you when was the last time the lead/contact was reached out, and Last modified date shows when that particular lead/contact was modified in HubSpot. There are many more such fields that keep you equipped with the most up-to-date information.
The power of HubSpot export property history lies in its ability to give you an inside look at your records and their performance—in an easy-to-digest format.
- Data Analysis: This is a great way to see how your records are performing over time. You can also see which improvements have been made or what changes have been made to the property. This helps you track the progress of your properties and can help you predict future trends. For example, you can use property history to analyze trends in your sales pipeline or to see which properties have a higher conversion rate than others.
- Tracking progress: Property history allows you to track progress by showing how many changes have occurred since a certain point in time. This can help determine if a recent change was effective or not. It also allows you to see which types of changes were made most often so that you can focus on making those types of changes more often in the future.
- Data Backup: Another way to use property history HubSpot export is for data backup purposes. You can also use HubSpot export property history to keep a backup of all records’ property history data, which can then be very helpful in case something happens to your website or HubSpot account.