HubSpot
ConfirmedCRM Contacts (then Companies) All view Export CSV or XLSX Export
You get an email with a download link. You need the Export permission. Or via Claude or ChatGPT, if your AI connects to HubSpot
Home / Integrations
Connect what you have. With an export or via your AI.
We only read. We never sign in as you and we send nothing on your behalf. You can skip any step.
Your CRM via Claude or ChatGPT
We do not build our own CRM connections. If your Claude or ChatGPT connects to your CRM, such as HubSpot or Pipedrive, you just ask. No AI with such a connection? An export always works.
1. Connect us in your AI
During onboarding we ask whether you want to connect FromYourNetwork to Claude or ChatGPT. One minute, and you can revoke it at any time.
2. Give one instruction
"Read my customers, former customers and open quotes from HubSpot and pass them on to FromYourNetwork. Then create a scheduled task that repeats this every working day."
Your customers come in right away, and after that your AI refreshes them every working day, before your opportunities email. The app has the instruction ready for each CRM.
3. Our AI agent connects it
Your AI passes on what you are allowed to see. Our AI agent sets it beside everything we already know: which companies visit your site, your LinkedIn connections, who follows you, and your colleagues' networks. So for every visit it knows whether you know someone there, or a colleague does, and whether they were ever a customer.
The same email address or domain is certain. A name alone is a suggestion you confirm.
What happens with your connections
Every visit to your site becomes a warm way in.
Everything you connect comes together with our AI agent. When a company visits your website, it checks whether you know someone there, whether they already follow you, whether a colleague knows someone, and whether they were ever a customer or quote.
- 1
Recognise
Which company visits your site, which pages and how often.
Northpeak B.V.viewed your pricing page, 3 times this weekWe don't know who looked. Only the company. - 2
Connect the dots
Our AI agent searches your network for the best way in:
- Do you know someone there?Peter Jansen, LinkedIn connection since 2019
- Do they already follow you?Peter recently started following you on Instagram
- Does a colleague know someone?Tom knows Sanne de Boer, the buyer
- Were they ever a customer or quote?Quote in 2021, when Peter still worked at Ostrand Logistics
- 3
An opportunity in your email
The next morning, with why now and who to call.
YOUR EMAIL · 08:00Northpeak B.V. viewed your pricing page 3 times. You have known Peter Jansen since 2019; Tom knows the buyer.
Call Peter
Instagram and Facebook, via Meta
Our own connection with Meta. You sign in at Meta itself and pick your Instagram account and Facebook page. We only read: we post and send nothing.
Who messages you
On Instagram and Facebook: who, and when. Never the content. If someone from a company where you know someone messages you, you see it right away.
Who comments and follows
Who comments on your posts or mentions you. Your followers come from your own Instagram export, because Meta does not hand those over through a connection.
Leads from your ads
When someone fills in a form on your Meta ad, we look up where they work and who you already know there.
Your website
One line of code in your site, via Google Tag Manager, or let the app email your web developer. The script recognises which company visits your site, never the person, and reads your contact forms. No plugin needed. Already using Leadinfo, Leadfeeder or Snitcher? Connect that instead.
Past contact requests
These are often not in your website: Contact Form 7 and WPForms Lite store nothing, so the requests only live in your mailbox. If your form plugin does store them, export them and drop the file in.
Via your own export
Everything goes through the same box. It recognises what you drop in: LinkedIn, Instagram, a CRM export or a plain Excel file.
Customer files and Excel
Customers and former customers from any tool, in any layout. We suggest which column is what, you confirm in one click.
Find your tool
Type the name of your CRM, accounting tool or form plugin. You see how to export companies and contacts, and where it often goes wrong.
56 tools
CRM
Pipedrive
ConfirmedAccount menu Tools and apps Export data People (then Organizations) CSV or Excel Export
Only a global admin can export this way. Or via Claude or ChatGPT, if your AI connects to Pipedrive
Teamleader Focus
ConfirmedContacts or Companies Export Start export Download
Two exports: companies and contacts. An admin turns on the Export permission
Salesforce (user)
ConfirmedReport with accounts and contacts Export Details Only .csv
You need the Export Reports permission
Salesforce (admin)
ConfirmedSetup Data Export Export Now Account and Contact Start Export
Zip by email, valid for 48 hours. Possible once every 7 or 29 days
Microsoft Dynamics 365 Sales
ConfirmedAccounts, then Contacts pick a view Export to Excel
One table at a time. Only the columns in the view
Zoho CRM
ConfirmedAccounts or Contacts Actions Export
You need the Export permission. Zip, link valid for 7 days
Odoo
Button names may differContacts select all Action Export
Confirmed for version 16. Newer versions may name buttons differently
Freshsales
ConfirmedAnalytics report with Accounts or Contacts csv or tabular data
The list view does not export in bulk
monday CRM
ConfirmedContacts board, then Accounts three dots More actions Export board to Excel
Only the table view, with the filters that are on
Copper
ConfirmedWorkspace Settings Export Data Export People and Export Companies
Arrives by email. Admin, or the Data Export permission
Close
ConfirmedLeads ... Export type Leads, then Contacts CSV
Arrives by email, link valid for 7 days
Insightly
ConfirmedContacts, then Organizations Import/Export Export
Zip by email. Needs a permission from the admin
SugarCRM
ConfirmedAccounts, then Contacts select all Actions Export
Select All takes 1,000 rows: export in parts
Bitrix24
ConfirmedCRM Contacts, then Companies list view Settings Export
Only contacts with Included in export are exported
Keap
ConfirmedContacts People Select All Export
Above 1,000 contacts by email, valid for 24 hours. No company export
Nutshell
ConfirmedCompanies, then People Export
Only the admin can run a full export
Capsule CRM
ConfirmedPeople & Organizations select all Export
Needs a permission. Full export: link valid for 12 hours
Salesflare
Button names may differAccounts, then Contacts three dots export
We have not yet seen the button names in an account
Agile CRM
ConfirmedContacts, then Companies Bulk Actions Export as CSV
The permissions and limits are not documented
ActiveCampaign
ConfirmedContacts ... Export pick fields Export
Already has an Account column. Link valid for 7 days
Simplicate
Button names may differPer module, companies and people option export
Export permissions are set per module
AFAS Profit
Button names may differCRM Organisation/person filter export to Excel
Only filtered rows. The button must be enabled in the view
Gripp
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
Perfect View
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
Use a list to Excel, not the database export: that one is encrypted
Accounting and invoicing
Moneybird
ConfirmedContacts Export Excel
Two tabs. Archived contacts are included, with a column
Exact Online
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
e-Boekhouden.nl
ConfirmedRelaties Zoeken Alle relaties exporteren
The menu is Dutch only
SnelStart
ConfirmedPolaris: Relaties Klanten three dots Exporteren naar Excel. SnelStart 12: Relaties Klanten Exporteren
From the inKaart plan. SnelStart Web cannot export
Nmbrs Accounting (Yuki)
ConfirmedRelaties Import & Export Exporteren Alle klanten turn on Inactief opnemen
Only some roles may export
Visma eAccounting
ConfirmedSettings Import and export customers New export, include inactive
Include inactive customers: that is where your former customers are
Jortt
ConfirmedKlanten Download CSV
Only the Beheerder (admin) can do this
Rompslomp
ConfirmedContacten filter Alle Export Download als .xls
The menu is Dutch only
Nmbrs Invoicing (WeFact)
ConfirmedExporteren Bestanden Exporteren naar Excel Klanten
The contact export misses the main contact. Export the customers too
Informer
ConfirmedRelaties filters off Download Excel
Only what is on screen is exported: turn all filters off
Tellow by Shine
ConfirmedRapportage Exporteren CSV
You get a bundle with Companies and People
Twinfield
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
Xero
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
QuickBooks Online
ConfirmedCustomer Hub Customers & leads Export to Excel
Inactive customers may not be included
Email, newsletters and contacts
Outlook
ConfirmedPeople Manage contacts Export contacts
Classic Outlook: File > Open & Export > Export to a file
Google Contacts
ConfirmedSelect all More actions Export Google CSV
Other contacts are listed separately and need their own export
Mailchimp
ConfirmedAudience Export audience Export CSV
Zip with one file per status. Owner or Admin only
Brevo
ConfirmedCRM Contacts select all More actions Export
Laposta
ConfirmedRelaties Bekijken Excel icon
Three tabs: active, unsubscribed, cleaned
Spotler Mail+
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
Klaviyo
ConfirmedAudience Lists & segments Manage Export to CSV
Owner, Admin or Analyst
Website, web shop and other
Gravity Forms
ConfirmedForms Import/Export Export Entries
One form at a time
WPForms Pro
ConfirmedWPForms Tools Export Entries
WPForms Lite does not store entries
Contact Form 7 with Flamingo
ConfirmedInbound Messages Export
Without Flamingo, Contact Form 7 stores nothing: the requests are only in your mailbox
Ninja Forms
ConfirmedNinja Forms Submissions Download All Submissions
Elementor Pro
Not yet verifiedWe are still checking this guide in a real account. Until then, follow the general steps under Other.
Shopify
ConfirmedCustomers Export All customers
Above 50 customers the export arrives by email
Google Sheets
ConfirmedFile Download CSV or xlsx
Excel
ConfirmedDrop the file as it is. Several tabs are fine
Notion
Confirmed... Export Markdown & CSV
Only the current view is exported
Airtable
ConfirmedArrow next to the view Download CSV
Only visible fields and filtered rows
Nothing found. Follow the steps under Other, or email us which tool you use.
Other: your tool is not listed
- Look in your tool for "Export", "Report" or "Export contacts". Often under Actions, a gear icon, three dots or Settings.
- Export both companies and contacts. If your tool does that separately, drop both files in.
- Choose CSV or Excel and "all fields", or at least: company name, website, name, email, phone, relationship type (customer, former customer), last contact and owner.
- Turn filters off and include archived, inactive and lost records. That is where your former customers are.
- Select all records, not just the first page. With very many rows: export in parts.
- Does the export arrive by email or as a zip? Download it soon, links expire. You can drop a zip in as it is.
- No export button? Then you usually lack export rights. Ask your admin.
After you drop the file, we show the number of rows and ask whether that matches your tool.
What we don’t connect
A company page does not give you a list of followers. So we do not do Facebook.
Signing in as you
No browser extension, no login session, no scraping. Not for LinkedIn either: there you use your own export.
Your tool is not listed?
A CSV or Excel export always works. We suggest which column is what, you confirm.
Your network is full of opportunities. Your AI agent finds them.
Connect what you have today. Your first opportunities arrive in your inbox the next working day.
7 days of Growth free, no card neededThen you choose: pay, or carry on freeWe never send anything on your behalf
Prefer to start small? Start free with 1 opportunity a week