How to Export Deals from HubSpot

Updated on:

April 19, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to export deals from HubSpot.

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Exporting deals from HubSpot allows you to download your deal data for reporting, backups, or external use.

Log in to your HubSpot account and navigate to your main dashboard.
From the left navigation bar, click CRM Menu, then select Deals from the dropdown options.
Locate the deal you want to export.
Click Export to start downloading your deal data.
In the pop-up window, choose your preferred file format (e.g., CSV, XLSX), then click the Export button.
You’re all set! Your deals have been successfully exported.

📌 Why this matters

Exporting your deals creates a permanent backup that protects you from accidental deletions or system changes. Beyond basic reporting, exported data becomes your gateway to advanced analysis in Excel or specialized tools that can reveal revenue patterns and forecasting insights your CRM dashboard might not surface. You can also merge deal data with information from other platforms to build comprehensive business intelligence reports. When switching systems or onboarding new team members, having clean exported data eliminates the risk of losing critical deal history and context.

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