La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
I want to share our struggle here. Email is one example that we were trying to backup here and already facing limitations, but we need this to all activities types.
We need for Task, Calls, Meeting, Email, Note, at least this:
Who and What is Related (Contacts[e-mail], Deals, Companies and Tickets). Subjects. Contents.
We feel vulnerable here, we can not even maintain a local security backup, on our point of view it is a critical fail.
It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration.
Lastly, if you have a Professional subscription, you could create a custom activity report and export the report data. Let me know if you need further guidance with this part.
There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.
This tool is not designed as a backup solution because it exports the entire dataset each run (rather than back up incremental changes.) But it will provide you with a working option. If you are interested in a robust backup and restore solution for HubSpot, please DM me for more information.
Did this post help solve your problem? If so, please mark it as a solution.
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
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.
This tool is not designed as a backup solution because it exports the entire dataset each run (rather than back up incremental changes.) But it will provide you with a working option. If you are interested in a robust backup and restore solution for HubSpot, please DM me for more information.
Did this post help solve your problem? If so, please mark it as a solution.
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
It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-box. There are workarounds using third-party integrations. I haven't tested this myself but other users have mentioned import2 data migration.
Lastly, if you have a Professional subscription, you could create a custom activity report and export the report data. Let me know if you need further guidance with this part.
There is also a thread on this topic in the HubSpot Ideas section of the community. I'd recommend upvoting this thread and leaving a comment with your use case.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer