Exporting leads / pushing leads to your CRM

You can move leads out of HAB two ways: a manual export, or an automatic CRM sync.

Option 1: Export to a file

Best for a one-time pull or for sharing with someone outside the system.

1. Open the Leads section.
2. Optionally apply filters (date range, status, service) to export just the leads you want.
3. Click Export and choose CSV.
4. Open the downloaded file in Excel, Google Sheets, or any spreadsheet tool.

Option 2: Sync automatically to your CRM

Best if you want every qualified lead to flow into your system with no manual work.

1. Go to the Integrations section.
2. Find your CRM — Salesforce, HubSpot, Zoho, or a field-service tool like ServiceTitan, Jobber, or Housecall Pro.
3. Click Connect and authorize the connection.
4. Map HAB's lead fields (name, phone, service, address) to the matching fields in your CRM.
5. Save. From now on, new qualified leads are pushed automatically.

Tip: If you don't use an outside CRM, the native HAB CRM keeps all your leads, conversations, and appointments together in one place — no setup required.

Note: Already-captured leads stay in HAB even after you connect a CRM. Going forward, new leads sync as they come in. See Leads aren't syncing to my CRM if something doesn't appear.