Help Center › Reporting › How to Export Your Meeting Data

Exporting Meeting Data

You can export your full meeting pipeline to CSV for use in your CRM, board reporting, or analysis.

How to Export

  • Go to Meetings in the sidebar
  • Select your desired time filter (All Time, This Month, This Quarter)
  • Click ⬇ CSV in the toolbar

    • The file downloads immediately to your browser.

    What's Included

    The CSV contains:

    • Name, Company, Job Title
    • Email address
    • Scheduled date
    • Meeting status
    • Outcome (Converted, Nurturing, Not a Fit, No-Show)
    • Outcome notes
    • Deal value (if logged)

      • Tips

    • Use This Month filter before exporting for monthly board reports
    • The export respects your active time filter — what you see is what you get
    • Import into HubSpot, Salesforce, or any CRM using the email field as the unique identifier

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