Export guide

1a. HubSpot: contacts from paid search

Start with this one. HubSpot emails you the export as a download link, so request it first and do the two Google Ads reports while it arrives.

1. Go to CRM → Contacts.
2. Add two filters: Original Traffic Source is Paid search, and Create date is in the last 90 days.
3. Edit the columns so the view shows: Record ID, Create date, Original Traffic Source, Original Traffic Source Drill-Down 1, Original Traffic Source Drill-Down 2, Lifecycle stage, Lead status, and your disqualification-reason property if you have one. Remove name, email and phone columns from the view.
4. Click Export, choose CSV, and leave "Properties and associations in your view" selected.
5. HubSpot emails you a download link. It stays valid for 30 days.

Save this view as "Pipeyield export". Next time, open it and export, with no filters to set again.

For paid search, "Original Traffic Source Drill-Down 2" holds the search term. Open one paid contact first. If that field is empty, see incomplete tracking.

1b. Pipedrive: deals or leads from Google Ads

1. Open Deals (or Leads) in list view.
2. Filter to items created in the last 90 days whose source is Google Ads, using Source channel or your own source field.
3. With the gear icon, show: ID, Created, Source channel, your keyword or UTM fields, Stage, Status, Lost reason, Label. Hide person name, email and phone.
4. Click … → Export filter results → CSV.

Pipedrive doesn't store the ad keyword by default. If your web forms pass utm_term or a click ID into a custom field, include that column. If not, your report will be at campaign level until the tracking is fixed.

1c. Salesforce, any other CRM, or a spreadsheet

Any lead list works if it has one row per paid lead from the last 90 days, with these columns:

Salesforce: create a Leads report filtered to your Google Ads leads and the last 90 days, with Create Date, Lead Status, your UTM fields and the unqualified reason. Then choose Export → Details Only → .csv.

Spreadsheet: name the columns Date, Keyword, Status, Campaign and Reason, and save it as CSV.

2. Google Ads: keyword report

1. In Google Ads, open Campaigns → Audiences, keywords and content → Search keywords.
2. Set the date range to the last 90 days (choose Custom if there's no preset). Don't pick All time. Select all Search campaigns.
3. Make sure these columns are showing: Keyword, Match type, Campaign, Ad group, Cost, Clicks, Conversions.
4. Click the download icon and choose .csv.

3. Google Ads: search terms report

1. Open Campaigns → Insights and reports → Search terms.
2. Keep the same date range: the last 90 days (choose Custom if there's no preset). Don't pick All time.
3. Columns: Search term, Match type, Campaign, Ad group, Keyword, Cost, Clicks, Conversions. Add the Keyword column before you download.
4. Download as .csv.

If a menu has moved, type "Search terms" or "Search keywords" into the search bar at the top of Google Ads. Google hides some low-volume search terms for privacy, so this report's total spend can be a little lower than the keyword report's. That's expected.

Before you upload

• Delete any column with names, email addresses, phone numbers or free-text notes.
• Keep IDs, dates, statuses and the reason columns. Don't rename columns; Pipeyield reads them as exported.
• Upload all three files together. Free-check files are deleted right after the check, or within 7 days if you keep them for your first report; report files are deleted within 7 days of the report.

If your tracking is incomplete

Keyword advice needs at least half of your paid leads to be matched to a search term or keyword. Below that, your report covers campaigns, and its "Tracking to fix" section shows which setting to change. The usual causes are:

• Auto-tagging is off in Google Ads (Admin → Account settings → Auto-tagging).
• Your Google Ads account isn't connected to HubSpot, or your ad URLs have no UTM parameters.
• Forms that don't pass UTM values into the CRM, common with Pipedrive web forms.