What we back up:
Module | Data types |
CRM | Contacts (incl. lists), Companies, Engagements (notes, meetings, emails, tasks), Custom objects |
Marketing | Emails, Forms |
Sales | Deals, Line Items, Products, Quotes |
Service | Tickets |
Automation | Workflows |
What we don't back up:
Module | Data types |
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 |
Note: We might add more data types to the backup scope, depending on the request of our users.