Way around Logged Activity Cap

[Colbyne123]

HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). 

Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact records. 

Is there a solution for a process where if we are at near capacity, we offload activities on a specific record and export (and remove activities to make room for additional logged activities) to a SharePoint folder? 

Our fear is that if we hit our cap, our virtual contact center will not be able to log vital information from our customers to these records. 

[danmoyle · Accepted solution]

Hey there @Colbyne123. Interesting use case. I'm always curious when folks strwtch HubSpot to its limit in something. 10k emails and/or 50k other activities is fascinating - that's a LOT of communication activities in a record. Is your sales cycle that long? Or that intense for that many touch points? (We listen and don't judge - I'm just really curious about the details.) 

I don't know of a way to get around this other than what it looks like you're thinking - exporting the data and housing it somewhere else. 

I started looking at how to creeate a HubSpot custom report that you could email daily showing just the contact reocrds (or company records) with X number of emails or activities, and honestly I don't see a great way to build that. 

My initial thought was to create a report that includes:

• Contact or company information
• Activity details (type, date, content)
• Any other relevant data

But like I said, I personally hit a dead end on that. Maybe you'll find a solution in there.

Once you have that, you could export the data as you mentioned. You could also delete old activities, maybe after a year or some time frame that works for y'all.

I think it's possible that you could then automate the process by using HubSpot's API or a custom-coded action in Operations Hub Professional. Again, nothing I've built personally, but that's what comes to mind for me knowing all the tools we have available. 

Other than that, I'd make sure I followed these steps, too:

• Implement a regular schedule for exporting and deleting old activities
• Train your team on the importance of logging only essential information

I know it's not a full solution, but hopefully it helps inspire something. 

[PamCotton]

Hey @Colbyne123, thank you for posting in our Community.

I've checked and currently, there isn’t a native way to selectively offload specific activities while keeping others but exporting older, less critical data can help free up space for new logs.

To our top experts, @danmoyle and @franksteiner79 do you have any recommendations for @Colbyne123 matter?

Thank you,

Pam

[Colbyne123]

Appreciate the response.

Our business model is unique in that we run a virtual contact center alongside HubSpot. So, our 100+ agent workforce logs activity for contacts/companies when they reach out to us or vice versa. Which is pretty often. 

[danmoyle]

Interesting, @Colbyne123. It definitely sounds like you're pushing HubSpot beyond its intended design. Besides the thought shared earlier, I'd look at submitting this to the ideas forum here, where HubSpot product managers see requests and ideas. You could also reach to your HubSpot contact (sales, customer success, or contract person) to ask about limit increases. You may find some help internally. 

[Colbyne123]

Thank you for the reply! Any ideas here?