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

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Occasional Contributor

Hi,

 

There were some issues recently with loading content in CRM. It was resolved, however, but caused some panic attacks within our sales team Smiley Happy 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.

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HubSpot Moderator

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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Regular Contributor

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!

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Regular Contributor

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.

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10 Replies 10
HubSpot Moderator

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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Occasional Contributor

Thanks for a reply.

Just did. 

 

A.

Regular Contributor

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!

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Regular Contributor

Hey,

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

Get in touch with experts to get more information.

Cheers

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Regular Contributor

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.

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0 Upvotes
Occasional Contributor

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

Regular Contributor

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..

Regular Contributor

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

 

 

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New Contributor

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 

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Visitor

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.  

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