Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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.).
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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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To get automated smart backups you can use external backup tools such asSysCloud . We have built a backup solution that can back up 21+ HubSpot objects, such as Contacts, Companies, Deals, Tickets, Landing pages, Blog posts etc, including custom objects. The backups also include individual CRM record engagement activities such as notes, tasks, emails, call logs, and meeting logs.
You get granular restore options that allow you to restore an entire object, individual records, or even engagement activities in a record such as notes, call logs, tasks, and so on. You will also get multiple snapshots of these to choose from when you restore it back to the account.
The backed-up data can also be exported in .csv or .xlsx formats.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
Okay, no problem, thanks John. Looks like this might be a bit of a tricky thing to do so we might be better off saving our agreements to a second source.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
@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
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
@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.
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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!
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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..
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
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.
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
Hey Jason - please tell me if I backup all my Hubspot data to Skyvia, can I then download and store that backup from Skyvia onto an external hard drive?
Is there a way to backup all the activity with each contact in CRM? (sales emails, notes, etc.)
SOLVE
@Zsuzsa If your goal is to export your HubSpot data to a local hard drive,you can 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.
If you want to export your data on a recurring basis, we offer a paid app in the HubSpot App Marketplace that exports the data you want to Excel -- the Excel Integration for HubSpot. Using this app, your HubSpot data can be set up to refresh in Excel on a regularly scheduled basis.
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn