How To Export Notes From HubSpot

How To Export Notes From HubSpot

  1. Log In to HubSpot: Access your HubSpot account with your credentials.
  2. Navigate to Notes: Go to the "Sales" or "Service" tab and select "Notes."
  3. Select Notes: Choose the notes you want to export by checking the boxes next to them.
  4. Click on More Options: Look for the "More" button or three-dot icon.
  5. Choose Export: Select the "Export" option from the dropdown menu.
  6. Pick File Format: Choose your preferred file format (CSV, Excel, etc.).
  7. Confirm Export: Click on the "Export" button to start the process.
  8. Download File: Once the export is complete, download the file to your device.