The export experience for Contacts, Deals, and Companies now offers a cleaner, more consistent interface with powerful new capabilities. You can include more data in your exports, save your preferences for future use, and work more efficiently across your CRM.
What's new
You can now export Marketing Subscription Status for both Email and SMS, making it easier to track contact preferences across channels. List IDs can also be added to your export files for better data organization and reference in other systems. Save your export settings, so the next time you need the same information it's already set up. These improvements give you more control over what you export and makes the export process faster.
Who's it for
All plans, all clients!
Why you'll love it
- Get a cleaner, more consistent export interface
- Include Email and SMS subscription status in your exports
- Save time by reusing your export preferences
- Organize and track data more easily with List IDs
- Export exactly what you need, when you need it
How to use it
- Open Contacts, Deals, or Companies
- Select the Export option
- Choose the fields you want to include
- Save your preferences if you want to reuse them in the future
- Download your export file
Try it yourself
Start your first export today and see how quick and easy it is to get the data you need.