Sources · Company source · export guide
Export HubSpot into a Company Brain — the SMB customer graph
HubSpot exports one object at a time, and that is all the brain needs: companies, contacts, deals, tickets and owners become a customer graph with a pipeline timeline.
What a HubSpot export holds — and what the brain makes of it
From each object’s list view — Contacts, Companies, Deals, Tickets — export as CSV with all properties and keep the hubspot-… filenames so the builder recognises them. The brain writes companies (geocoded) into the market view, contacts into people joined to their company, deals into the pipeline timeline, tickets into per-contact support signal, and deal and ticket owners into your own team.
For a small company this is often the whole customer memory. Beside a Slack export the brain can tie a deal to the channel where it was discussed, and beside the Workspace directory to the people who were on the calls.
Get the export
How to export your HubSpot data
The exact clicks, as they are today. Platforms move menus; the engine’s source docs are updated when they do.
- 01
Per object: Contacts / Companies / Deals / Tickets list → Export
- 02
CSV, all properties — keep the hubspot-… filenames
- 03
Drop the archive on HubSpot in Studio’s Sources — or tell Claude Code or Codex “build my brain from this”. The source is detected by itself, even inside a combined archive.
Then, next month
An export is a snapshot. Drop a newer one and press Update: your edits and _notes/ are kept, and the update report says what changed.
Then ask it
What you can ask a brain built from HubSpot
Examples, not promises: the answer is whatever your notes hold, and every answer cites the notes it came from. The more exports you add, the more these questions cross sources.
- Which customers raised the most tickets in the quarter after they bought?
- Which deals stalled at the same stage, and who owned them?
- Which companies in our pipeline are in the same city as our next event?
limitFour separate exports, each a snapshot; deal notes and email logs are not part of the CSV and are not read.
Good to know
The honest answers.
Why keep the file names? The builder detects a HubSpot export by its hubspot-… file names. Rename them and the files are rescued as unmapped rather than read as the CRM.
Does it read emails logged in HubSpot? No. Only the object CSVs are read; logged emails are not exported with them and the brain never reads mail bodies from any source.
Start
Your company’s exports already exist. Turn them into a brain.
Free and open source on your own machine. Or hand us the exports — done-for-you onboarding is in early access.
Second Brain Studio · Mac (Apple silicon and Intel), Windows and Linux · free · MIT
Just looking? Open Studio in your browser — two demo brains, nothing to install