topic Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.) in CRM

Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

Aidas — Wed, 26 Jul 2017 11:20:53 GMT

Hi,

There were some issues recently with loading content in CRM. It was resolved, however, but caused some panic attacks within our sales team 🙂 as they had all their notes in there without a backup.

Now to prevent them from having strokes, I thought we should backup all that data from time to time, but I can't find a way. It seems like we can backup (or export) pretty much everything, BUT the content I'm talking about (like logged sales emails, notes about each contact, etc.).

How could I do that?

Thanks in advance.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

edjusten — Mon, 31 Jul 2017 00:26:53 GMT

Hi @Aidas At this time, there is not a way to backup or download timeline data. In my experience, we have yet to experience a total loss in timeline data for any customer; however, I can understand your concern. Can you add a request for timeline backup to the ideas forum?

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

Aidas — Mon, 07 Aug 2017 13:38:44 GMT

Thanks for a reply.

Just did.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

ScotTrumeter — Mon, 23 Jul 2018 15:58:58 GMT

Hey @Aidas

We can backup all of that data for you, notes, emails, calls, meetings and even activity data(clicks, opens, views, etc.) Not sure if this is still a need for you but wanted to let you know our tool is hooked up to HubSpot and can get it exported for you. Reach out to me here at scot@trujay.com, thanks!

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

OLukavetska — Mon, 12 Nov 2018 16:13:29 GMT

Hey,

Try to do the backups to CSV or Excel automatically using Data2CRM service.

Get in touch with experts to get more information.

Cheers

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

JacobM — Fri, 16 Nov 2018 11:05:57 GMT

Take a look at Skyvia. It allows to backup Hubspot data automatically on a daily basis or anytime manually. In case of any data loss, you can recover your data in a few clicks.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

Aidas — Fri, 16 Nov 2018 12:16:02 GMT

Hi all,

Thanks for the replies! I see there are quite a few 3rd party services to deal with this. Was there some sort of API launched recently enabling this?

Anyway, I'll look into these. Thanks a lot!

Regards,

Aidas

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

IlkkaTuominen — Tue, 12 Feb 2019 07:50:42 GMT

Giving this a follow as well. Much needed feature at our premises and I think that at the rates we're paying for HS, we shouldn't be forced to use a 3rd party solution..

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

Patryk — Thu, 28 Feb 2019 09:50:30 GMT

I created some scripts to backup our Hubspot content. Not everything is possible to be backed up, but currently it saves blogposts, landing and website pages, templates and custom modules. It's just a last line of defence if we lose everything, so it's not very sophisticated and propably will need some work to be restored properly.

https://github.com/patrykkalinowski/hubspot-backup

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

Hubackup — Mon, 01 Apr 2019 19:52:10 GMT

Hey @Aidas - We're developing a tool right now exclusively/specifically for Hubspot called Hubackup. We should have the MVP ready by the end of the month for testing!

If you'd like to BETA TEST that would be awesome. You can shoot us an e-mail: hello@hubackup.com

We see the need for this and are all over bringing a solution to market!

CC: @edjusten @OLukavetska @IlkkaTuominen

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

didierthizy — Sun, 14 Jul 2019 12:42:38 GMT

My company Rewind.io is working to extend our product's backup and rollback capabilities to HubSpot, and would really like to understand the use cases that users in the ecosystem have. HubSpot is quite a vast platform with lots of different types of data and different rollback scenarios - any recommendations on how to prioritize to best serve the community would be really helpful. Message me anytime @ didier@rewind.io if interested to have a discussion.

For reference - Rewind is a leader in backup/rollback for cloud apps like Shopify, Quickbooks and MailChimp. Over 20,000 customers have trusted Rewind to backup their critical data including Shopify's largest customers and brands like Hasbro and P&G.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

patrykkalinowsk — Fri, 07 Feb 2020 20:08:07 GMT

https://github.com/patrykkalinowski/hubspot-backup

Since my first answer in this thread, I created a free tool to backup Hubspot accounts: Hubspot Data & Content Backup

Currently it saves most available data to files - it's pretty fast, too. Still working on it, so you can expect more features coming soon.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

johnelmer — Fri, 19 Jun 2020 15:38:07 GMT

@Aidas I know this is an older thread, but we just introduced HubSpot Backup and Restore on the HubSpot App Marketplace. We are a certified App Partner and built this solution for HubSpot users who are concerned about the limitations of HubSpot's recycle bin and want a way to recover from unintended user deletions.

John

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

jasonashaw — Tue, 01 Dec 2020 04:20:43 GMT

Is this product still available? The App in the marketplace says "out of stock" and is not available for purchase.

Best,

Jason

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

johnelmer — Tue, 01 Dec 2020 14:36:37 GMT

@jasonashaw This service has been discontinue due to lack of demand. I suggest contacting Scot Trumeter at Trujay to see if they are providing this service. Another option is Skyvia.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

pkenny001 — Thu, 13 May 2021 17:08:19 GMT

Since this post is from 2017, I am wondering if this is capability (ability to backup sales activities) has been added to Hubspot? (We are a software company and prefer to do our own backups). Thanks

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

TitiCuisset — Fri, 14 May 2021 10:39:46 GMT

Hi @pkenny001

Thank you for reaching out.

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.

It also seems like you can do it with this integration.

Hope that helps.
Have a lovely day,
Tiphaine.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

johnelmer — Fri, 14 May 2021 12:48:08 GMT

@Aidas @TitiCuisset One option is to export all of your CRM data using Ultimate Data Export for HubSpot.

Ultimate Data Export is available free of charge in the HubSpot App Marketplace.

With the Ultimate Data Export for HubSpot you can export the following data tables and their associations:

Contacts

Web Analytics

Companies

Deals

Deal History

Owners

Campaigns

Engagements

Emails

Products

Tickets

and more related subdata such as Pipelines and Associations.

Here is a brief explainer video on the app.

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

jasonashaw — Fri, 14 May 2021 14:50:11 GMT

We have been using Skyvia for the last year and it not only works perfectly, but it is also inexpensive. Thank you for the suggestion!

Re: Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)

mariakorr — Mon, 28 Jun 2021 19:33:48 GMT

Hello Jason!

We’re building a solution that will allow you to automatically backup and restore Hubspot data. I would love to hear your feedback on this.

Here’s more information.

Let me know your thoughts!