HubSpot CSV export for website prospecting research

Prepare HubSpot-friendly CSV fields for saved prospect research, including company, website, fit score, first line, source notes, and follow-up status.

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Import workflow

Export selected saved prospects, confirm follow-up status, then import into HubSpot as company records, notes, or lists.

  • Use follow-up status to mark research-ready prospects.
  • Keep source notes visible for review before outreach.
  • Import only the prospects you have actually qualified.

FAQ

Should fit score be a HubSpot custom property?

Yes. A numeric custom property makes it easier to sort and segment research-ready prospects.

Can source notes go into HubSpot notes?

Yes. Source notes can be stored as a note or custom long-text property depending on your workflow.

Should exported prospects become contacts or companies?

For website prospecting, companies are usually the safest starting point until a clear contact path is available.

Related resources

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