What we back up:
The following data types are backed up:
| Module | Data type(s) |
|---|---|
| CRM | Contacts (incl. lists), Companies, Engagements (notes, meetings, emails, tasks) |
| Marketing | Emails, Forms |
| Sales | Deals, Line Items, Products, Quotes |
| Service | Tickets |
| Automation | Workflows |
What we don't back up:
The following data types are not backed up:
| Module | Data type(s) |
|---|---|
| CRM | Calls, Activity feed |
| Conversations | Inbox, Chatflows, Snippets, Templates |
| Marketing | Ads, Landing pages, Campaigns |
| Sales | Forecasts, Meetings; Payments, Playbook |
| Service | Customer Portal, Feedback Survey, Knowledge Base |
| Automation | Sequences |
| Reporting | Dashboards, Reports, Datasets |
It is also not possible to back up comments that are posted on engagements such as notes, meetings, emails, etc.
Important
We might add more data types to the backup scope, depending on the request of our users.
