How can I restore HubSpot engagements (tasks, notes, calls, meetings, and emails) using the SysCloud backup application?

Follow the steps below to restore HubSpot engagements from SysCloud backup application: 

  • Step 1: Login to SysCloud using your admin credentials.
  • Step 2: Go to the HubSpot backup archives. Click on an account to view its archives. 

    HubSpot backup archives
  • Step 3: Click on the object whose records you want to restore. This will take you to the object archives. Click on the record whose engagements you need to restore. This will take you to the details page for the selected record. 

    Click on the HubSpot object-1
    Click on the record
  • Step 4: Select the backup snapshot from which you need to restore the engagement. Select the engagement (Task/Notes/Emails/Calls/Meetings) and the records within the engagement that you need to restore. Click “Restore.” 

    Select the snapshot, engagement, and records
  • Step 5: Check the option “Overwrite records” if you want the existing records to be overwritten with the selected snapshot data. Learn more. You can also add any comments to be displayed in the restore report (optional). Click “Restore.”

    Overwrite records and restore