Do not export, upload, or send business records. Write down only the approximate storage figures you see.
Know what you are measuring.
- CRM records
- Activities and communications
- Files and marketing assets
- Workflows and custom objects
Go to app.hubspot.com and sign in.
Use the authorized role listed above, then keep this Steady Data guide open beside the portal and follow the visual steps below.
Open HubSpot Opens the source system in a new tab. Never share your password with Steady Data.Want the vendor's full documentation? Open any source below without losing this guide.
Each link opens in a new tab.Follow these steps.
Product screens can change. Follow the verified labels and use the linked vendor sources if your layout differs.
Open Data Model limits
Sign in with the authorized role and follow HubSpot → Data Management → Data Model → Limits.
Capture the headline volume
Record stored and allowed counts for contacts, companies, deals, tickets, and custom objects.
Review the breakdown
Review associations, custom properties, pipelines, files, and heavily used custom objects.
Record scope and history
Write down object counts, plan, customization scope, oldest meaningful activity date, and date checked.
Record what is used—not just what is available.
HubSpot's clearest preliminary measure is record usage by object plus associations, properties, pipelines, and files.
Storage size does not equal record age.
Counts cover retained records. Activity histories and workflow logs can have separate retention windows.
Common reasons your screen may differ.
Limits is unavailable+
Ask a super admin for the object-usage summary rather than record access.
Custom objects matter+
List each custom object and count separately.
Prepare or export data only after authorization.
HubSpot object exports
HubSpot exports data by object and asset type after fields, dates, activities, and files are approved.
Typical output: CSV or XLSX for records; files and other assets use product-specific formats.
Verify the latest vendor guidance.
These official pages were used to verify this guide. Vendor interfaces and permissions can change.