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

Aidas · ‎Jul 26, 2017

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.

edjusten · ‎Jul 30, 2017

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?

Ed

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jasonashaw · ‎Aug 27, 2021

I don’t know. That isn’t anything I’ve tried.

OLukavetska · ‎Nov 12, 2018

Hey,

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

Get in touch with experts to get more information.

Cheers

edjusten · ‎Jul 30, 2017

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?

Ed

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pkenny001 · ‎May 13, 2021

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

TiphaineCuisset · ‎May 14, 2021

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.

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Aidas · ‎Aug 7, 2017

Thanks for a reply.

Just did.

A.

ScotTrumeter · ‎Jul 23, 2018

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!

CRM