Actiondesk Tutorial: List and Explore All Your HubSpot Companies

Stephanie Lehuger
Stephanie Lehuger
May 3, 2021 · 5 min read
Table of HubSpot companies

Eliminate the need for time-consuming CSV imports and exports and achieve greater visibility into your sales pipeline with Actiondesk. Use Actiondesk to explore and organize all the companies in your HubSpot account. It’s never been easier to optimize your sales funnel and boost productivity.

Ready to get started? Here’s how to get all your HubSpot company data into an Actiondesk spreadsheet:

Step 1: Import your HubSpot company data

The first step is to import your companies from HubSpot into Actiondesk. Follow these steps:

  1. Create a sheet called “Hubspot companies”
  2. Click the “Import” button
  3. In the dropdown menu, select your HubSpot account
  4. In the “Table to Import” dropdown menu, select “Companies”

Step 2: Filter, sort, explore, and manipulate your data however you want

That’s it! No need to clean up messy CSV files or learn any new software. Simply use the Excel formulas and shortcuts that you’re already familiar with to explore, filter, and organize your HubSpot company data.

As an Actiondesk user, you can easily import additional data from HubSpot or other data sources to build out custom dashboards and reports. Plus, since Actiondesk is a cloud-based tool, rest assured that data in Actiondesk will always reflect changes occurring in the original data source in real time.

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