CRM

Aidas
Member

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.).

 

How could I do that?

 

Thanks in advance.

1 Accepted solution
edjusten
Solution
HubSpot Employee
HubSpot Employee

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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25 Replies 25
SarahX
Contributor

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

SOLVE

@johnelmer  Hi John, can Ultimate Data Export back up attachments?

0 Upvotes
johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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

SOLVE

@SarahX Ultimate Data Export does not export attachments. 

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John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
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SarahX
Contributor

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.

0 Upvotes
johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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

SOLVE

@Aidas @TiphaineCuisset  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. 

Did this post help solve your problem? If so, please mark it as a solution.




John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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 | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
jasonashaw
Contributor

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

SOLVE

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

 

Best,

Jason

0 Upvotes
mariakorr
Member

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

SOLVE

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! 

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johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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 | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
0 Upvotes
didierthizy
Member

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.  

0 Upvotes
Hubackup
Member

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! 

CC: @edjusten @OLukavetska @IlkkaTuominen 

0 Upvotes
Patryk
Member

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.

 

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

 

 

0 Upvotes
patrykkalinowsk
Member

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.

 

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.

Aidas
Member

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

SOLVE

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

IlkkaTuominen
Contributor

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..

JacobM
Member

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.

jasonashaw
Contributor

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

SOLVE

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!

Zsuzsa
Member

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?

0 Upvotes
johnelmer
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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 HubSpotUltimate 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. 

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. 

Did this post help solve your problem? If so, please mark it as a solution.




John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | RevOps Services | Datawarehouse.io Apps for HubSpot
HubSpot Diamond Solutions Partner
0 Upvotes
jasonashaw
Contributor

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

SOLVE
I don’t know. That isn’t anything I’ve tried.
0 Upvotes
OLukavetska
Contributor

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

SOLVE

Hey,

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

Get in touch with experts to get more information.

Cheers

0 Upvotes