Actiondesk Tutorial: List and Explore All Your HubSpot Contacts

Stephanie Lehuger
Stephanie Lehuger
May 4, 2021 · 5 min read
HubSpot contacts in a notebook

Stop wasting time on laborious CSV file imports and exports and eliminate the need for third-party connectors. With Actiondesk, you can easily list, explore, and filter through all your HubSpot contacts. Gain a deeper understanding of your leads, save time and resources, and improve the efficiency of your sales and marketing operations.

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

Step 1: Import your HubSpot contacts

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

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

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 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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