Having been through the annoyance of unintentionally deleting contacts in HubSpot, I recognize the significance of having a dependable solution for recovering them. In this piece, I will lead you through the steps of restoring deleted contacts in HubSpot and provide some of my own wisdom to assist you in handling this scenario.
Understanding HubSpot’s Contact Restoration Process
When a contact is deleted in HubSpot, it is moved to the “Deleted” folder in the Contacts dashboard. By default, a contact will remain in the “Deleted” folder for 90 days before being permanently removed from your account.
While this default retention period gives you a safety net, it is essential to act promptly if you wish to restore a deleted contact. Waiting too long might result in permanent data loss.
Restoring Deleted Contacts in HubSpot
To restore a deleted contact in HubSpot, follow these steps:
- Log in to your HubSpot account and navigate to the Contacts dashboard.
- Click on the “Contacts” tab and select “Deleted.”
- Locate the deleted contact you want to restore by using the search bar or scrolling through the list.
- Once you have found the contact, click on the checkbox next to their name.
- Click the “Restore” button that appears at the top of the page.
After clicking the “Restore” button, the contact will be moved back to the main Contacts dashboard, and all associated information, including their history, properties, and engagements, will be restored.
Keeping Your Contacts Safe
While the process of restoring deleted contacts in HubSpot is straightforward, prevention is always better than cure. Here are a few tips to help you keep your contacts safe:
- Regularly back up your contacts by exporting them as a CSV file. This way, even if you accidentally delete a contact, you can always restore it from the backup.
- Consider implementing user permissions and restrictions in your HubSpot account. By limiting access to certain individuals or teams, you can minimize the risk of accidental deletions.
- Train your team members on best practices for managing contacts in HubSpot. Educating your team about the importance of double-checking before deleting a contact can help prevent unnecessary data loss.
Conclusion
Accidentally deleting contacts in HubSpot can be a stressful experience, but with the right steps, you can quickly restore them and minimize any potential data loss.
Remember to act promptly and utilize the “Restore” feature in the “Deleted” folder to bring back your contacts. Additionally, taking proactive measures such as regular backups and user permissions can help prevent these situations in the future.
By following these steps and implementing preventive measures, you can ensure the safety of your contacts and maintain a seamless workflow in HubSpot.