My CRM Backup

My CRM Backup

by MyCRMBackup

Set up a regular schedule to back up all the Pipedrive data, including contacts, deals, activity history, files, etc. Store it on a local server.

Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot

Description

MyCRMBackup will help you set up a regular schedule to back up the data from your Pipedrive account, including contacts, deals, activity history, and more.

Store it in your Google Drive. Other destinations like Dropbox, Amazon S3, or Azure are coming soon.

  • Weekly or Daily Schedule
  • Companies, contacts, deals
  • Tasks, notes, meetings, calls
  • Emails and attachments (coming soon)

Installation instructions

  1. Login to MyCRMBackup
  2. Click “+” Button in the bottom menu to create new backup
  3. Click Connect to Pipedrive
  4. Select your Pipedrive account, after which you will be redirected back to the MyCRMBackup
  5. Select where you want to store the backup data (Google Drive)
  6. Choose if you want your backup to work daily or weekly
  7. Click Start

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