Whether you need to analyze campaign results or back up your data, exporting from GetSales is simple.
Export Contacts from an Automation
There's no export button inside the automation's Contacts tab. To export contacts from a specific automation, use the CRM with a filter:
Go to CRM > Contacts (see Managing Your Leads with GetSales CRM)
Apply the Automation filter to select the automation you want (see Filters in GetSales CRM)
(Optional) Add more filters — by status, date added, or interaction type
Click the Export button — you'll see two options:
CSV — downloads a file directly to your browser
Webhook — sends the contact data to an external URL
If you choose CSV, the file includes contact details, status, date added, and 20 first custom fields.
If you choose Webhook, you need to create a webhook first with the event type set to Contact export (custom call). Set this up in your webhook settings before exporting — see Creating a Webhook with Zapier. Once the webhook is configured, selecting the Webhook export option will push the contact data to your endpoint.
Export Conversation History
Currently, GetSales doesn't offer a built-in conversation export feature. Your options:
Use the API — The GetSales API allows you to retrieve message history programmatically (see GetSales API Quick Start Guide)
Use Webhooks — Configure webhooks to capture messages in real-time and log them to your system
Tips
Export files are generated in the background; large exports may take a few minutes
Exported data respects your current filters; always double-check your filters before exporting
CSVs include a timestamp; label exports with dates if keeping multiple copies