Automated Backup

Nic_24610
Nic_24610 Member Posts: 1
edited July 2022 in Sales CRM #1

We currently export our "Deal", "Orgs/People" and "Activities" to an Excel export at the end of every day....and although this does not take a lot of time, I was wondering if this is able to be automated so we do not forget?

This automated Backup would be great if done locally, but also helpful if we could specify to save to a cloud service like OneDrive of Google Drive.

Is there a way in Pipedrive I am missing, or is there an App I cannot find that would do this?

 

Thanks, Nic

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