Shared guide

How to back up your Pipedrive data

This guide offers a step-by-step approach to backing up your Pipedrive data, ensuring you securely save important CRM information.

victoriaworkflowsvictoriaworkflows
·30 steps·50 views·Published

This guide offers a step-by-step approach to backing up your Pipedrive data, ensuring you securely save important CRM information. Follow the detailed instructions to easily navigate the settings and authorize your backup.

Step-by-step Guide30 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Tools and apps

    Click Tools and apps
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  3. Click on "Click here."

    Click on "Click here."
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  4. Type "my crm" in Search Pipedrive

  5. Click My CRM Backup

    Click My CRM Backup
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  6. Click Authorize

    Click Authorize
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  7. Click on "Click here."

    Click on "Click here."
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  8. Type your email in Email

  9. Click Sign up

    Click Sign up
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  10. Click on "Click here."

    Click on "Click here."
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  11. Type "Concept" in Company name

  12. Click on "Click here."

    Click on "Click here."
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  13. Type "Victoria A" in Your name

  14. Click on "Click here."

    Click on "Click here."
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  15. Type your email in Email

  16. Click on "Click here."

    Click on "Click here."
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  17. Click Sign up

    Click Sign up
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  18. Click on "Click here."

    Click on "Click here."
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  19. Click Allow and Install

    Click Allow and Install
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  20. Click Set up storage

    Click Set up storage
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  21. Click Connect to Google Drive

    Click Connect to Google Drive
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  22. Click hopmvictoria@gmail.com

    Click hopmvictoria@gmail.com
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  23. Click Continue

    Click Continue
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  24. Click Select all

    Click Select all
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  25. Click Continue

    Click Continue
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click weekly

    Click weekly
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  28. Click on "Click here."

    Click on "Click here."
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  29. Click on "Click here."

    Click on "Click here."
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  30. Click on "Click here."

    Click on "Click here."
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