CRM Data Backup & Restore by third space
Built by - Third Space LLC
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared CRM Data Backup & Restore by third space Subscription - Free, Starter - Monthly, Growth, Pro, or Enterprise plans
Overview
1/11 - Full Portal Walkthrough
CRM Backup & Restore by Third Space
Continuous, automated data protection and point-in-time recovery for your HubSpot CRM.
A single bad data import, an accidental deletion, a rogue workflow automation, or a mistaken record merge can instantly wipe out years of property history, drop associations, and erase vital engagement timelines—with no native way to undo it.
CRM Backup & Restore runs in the background to act as your ultimate RevOps insurance policy. The app automatically captures secure, dated snapshots of your contacts, companies, and deals on a schedule you control. When a data disaster strikes, you can roll back the clock and restore your portal's data to a safe state in a single click.
Key Features & Benefits:
Automated Portal Snapshots: Set it and forget it. Schedule automatic data captures (Daily, Weekly, or Monthly based on your plan) to ensure your historical data is always safe.
True One-Click Restore: Instantly reverse bad manual merges, bulk deduplication errors, or sync mistakes.
100% Data Accuracy: No AI reconstruction and no guesswork. This app restores the exact, uncorrupted database records, complete with properties, associations, and engagement histories just as they were captured.
Integrated HubSpot Sidebar Cards: View your snapshot history and execute a complete rollback directly inside your native HubSpot CRM timeline.
Complete Audit Trail: Give your IT and compliance teams peace of mind with continuous data tracking and customizable retention periods up to 365 days.
Features
Automated Nightly Snapshots
Safe Merge automatically snapshots every contact, company, and deal on a configurable schedule. Choose your frequency, timezone, and preferred hour. Snapshots capture all properties, associations, and engagement history so you always have a complete backup before any merge happens.
One-Click Unmerge
Made a bad merge? Safe Merge restores the original record with 100% data fidelity from pre-merge snapshots. Properties, associations, and engagement counts are all preserved exactly as they were. No AI reconstruction or guesswork needed. Works for contacts, companies, and deals.
Intelligent Duplicate Detection
A three-stage engine finds duplicates across your entire portal. Stage one matches on email, phone, and domain. Stage two uses fuzzy matching with name similarity and nickname recognition. Stage three applies AI scoring for ambiguous pairs. Review, merge, or dismiss pairs directly from the dashboard.
HubSpot CRM Cards
See merge status, insurance badges, and snapshot availability directly on every record in HubSpot. The sidebar card shows protection status at a glance. The tab card lets you preview snapshots, compare properties side by side, and execute an unmerge without leaving the CRM.
Bulk Merge Audit
Scan an entire HubSpot list or upload a CSV to identify bad merges across your portal. Review scan results with confidence scores, then undo multiple merges in a single batch operation. Perfect for cleaning up after bulk imports or automated workflows that merged records incorrectly.
Workflow Action for Safe Merge Snapshots
Add "Take Safe Merge Snapshot" as an action in any HubSpot workflow. Capture a snapshot at critical moments before automated merges, imports, or data enrichment runs. The action returns status, snapshot confirmation, and a message you can use in downstream workflow logic.
App Functionality
Shared Data
Activities | ||
Associations | ||
Companies | ||
Company Properties | ||
Contact Lists | ||
Contact Properties | ||
Contacts | ||
Custom Objects | ||
Deal Properties | ||
Deals | ||
Line Item | ||
Notes | ||
Orders | ||
Quotes Template | ||
Ownership |
Data Access & Usage
What We Read: To create secure, point-in-time snapshots and accurate duplicate detection, the app reads contact, company, and deal properties, their underlying object associations, and engagement histories.
What We Write: The app only writes specific custom properties (using the safe_merge_ prefix) to track backup insurance status and restore results. No existing CRM data or properties are ever modified or overwritten during standard operations.
Reviews
Pricing
Free
$0
Protect up to 2,000 records with automated snapshots and duplicate detection
HubSpot CRM sidebar and tab cards
Contacts, companies, and deals
3 free unmerges per month
Monthly duplicate scans
7-day snapshot retention
Up to 2,000 records protected
Free
$0
Protect up to 2,000 records with automated snapshots and duplicate detection
HubSpot CRM sidebar and tab cards
Contacts, companies, and deals
3 free unmerges per month
Monthly duplicate scans
7-day snapshot retention
Up to 2,000 records protected
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 07/02/2026
More info
Built by - Third Space LLC
Installs - 10+ installs
Categories Languages this app is available in English
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