The Scenario
A key account review is on the calendar for tomorrow morning. You need every contact in NetHunt CRM associated with a specific company — Acme Corp — compiled into an Excel workbook with their name, email, phone, and role before the call. The account manager who owned this relationship left three months ago, and their records are now distributed across the Contacts folder with no obvious way to filter them out quickly.
The bad version:
- Open NetHunt CRM, go to the Contacts folder, and use the search bar to type the company name.
- The results surface 23 records. Export them as a CSV.
- Open the CSV in Excel, discover it has 31 columns you don't care about, and manually delete them.
- Paste the cleaned result into the workbook you're preparing for the review — then notice two records have blank email fields and you're not sure if those contacts exist in a different folder.
You have a call to prepare for. The 40 minutes you just spent on data cleanup was supposed to be prep time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to NetHunt CRM's search API, finds every matching record, and writes the results into the workbook with the fields you actually need. No CSV, no column trimming, no manual search.
Search my NetHunt CRM Contacts folder for all records matching the query Acme Corp and write each matching record's ID, name, email, phone, and company into my Excel workbook starting at row 2
What You Get
- One row per matching contact record.
- Columns: ID, name, email, phone, company.
- Records with blank emails appear with an empty cell — not dropped.
- If more than one page of results is returned, all pages are written into the workbook.
What If the Data Is Not Quite Ready
The company name has variations — Acme, Acme Corp, Acme Inc — and I need all of them
Search my NetHunt CRM Contacts folder for records matching Acme and write each result's ID, name, email, phone, and company into my workbook — include partial matches, not just exact company name matches
I need results from both Contacts and Leads folders
Search both my NetHunt CRM Contacts folder and my Leads folder for records mentioning Acme Corp, add a Source column indicating which folder each record came from, and write ID, name, email, phone, company, and source into my workbook
Some results are clearly duplicates — same name, different record IDs
Search my NetHunt CRM Contacts folder for records matching Acme Corp, identify any duplicate contacts by matching on email address, keep the most recently updated record per email, mark the duplicates as DUPLICATE in a status column, and write the full result set into my workbook
Find the contacts, then pull their linked deal records in one pass
Search my NetHunt CRM Contacts folder for all records matching Acme Corp, then for each matching contact check the Deals folder for any deal linked to that contact ID, and write a combined table with contact name, email, linked deal name, deal stage, and deal value into my workbook
Getting the contact list and the linked deal context in one prompt means you walk into the account review with the full picture.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for account prep, then ask it to pull all matching NetHunt contacts for the company you're reviewing. You might also find the spoke on pulling new CRM records for pipeline review useful, or the hub overview covering all four ways to connect NetHunt CRM to Excel.