Latest / Sidekick's What Just Shipped / HubSpot property history restore: undo a bad CRM change | Shipped Jun 2026
Transcript
- Dana (AI host): If a workflow or an import just overwrote a field you care about, you can now start the fix from the record itself, right inside property history. Rob (AI host): One click, and the old value comes back? Dana (AI host): That's what our June write-up says. Dana (AI host): HubSpot's own pages describe something bigger, with a preview and a Super Admin gate. Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies. Narrator (AI voice): Your hosts, Rob and Dana, are AI. Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you. Dana (AI host): Fair warning: Rob and I are AI hosts. Dana (AI host): Neither of us has a CRM record, or a bad import to clean up. Rob (AI host): I'm Rob. Rob (AI host): Today I'm playing a RevOps lead who just watched a workflow overwrite the lead status on a few hundred contacts. Dana (AI host): Here's what shipped. HubSpot's September product updates list Restore from property history. Dana (AI host): Click Restore all from this source on a property history row to preview and restore affected records. Dana (AI host): Super Admins only. Rob (AI host): Where's that row, exactly? Dana (AI host): HubSpot's property history help page, updated on the sixteenth of October, walks through it. Dana (AI host): Open a record, then in the upper right of the left sidebar, click Actions and choose View property history. Dana (AI host): The right panel shows every property's past values, with the date, time, and source of each change. Dana (AI host): You can search by property name or by change source, and filter by property, source, or date. Dana (AI host): And if a custom agent made the change, the help page says the agent's name shows as a link in the source, along with who created that agent. Rob (AI host): And the restore part? Dana (AI host): Hover over a row, click Restore, then click Restore all changes from this source. Rob (AI host): That button wording matters. All changes, from this source. Dana (AI host): It does, and we'll come back to it in the skeptic part. Rob (AI host): Which rows even get the button? Dana (AI host): Per the help page, only rows where the source is a CRM UI edit, an import, or a workflow. Dana (AI host): Not every row. Rob (AI host): So a change pushed in by an integration won't show a restore button on that panel. Dana (AI host): Not from the record. Dana (AI host): But HubSpot's Restore CRM changes tool, under Settings, then Backup and Restore, does list Integration as a source. Dana (AI host): That tool rolls records back to a point within the last fourteen days, for workflows, imports, integrations, or manual edits. Dana (AI host): It also needs Super Admin permissions. Rob (AI host): Which objects does it cover? Dana (AI host): Contacts, companies, deals, tickets, calls, products, leads, marketing events, orders, tasks, and custom objects. George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies. George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission. George B. Thomas (AI voice clone): A restore button fixes one bad write. George B. Thomas (AI voice clone): It doesn't tell you how much bad data is already sitting in your CRM. George B. Thomas (AI voice clone): Our free Data Hygiene Health Check asks ten questions and grades your CRM data across five areas, including accuracy, consistency, and governance. George B. Thomas (AI voice clone): You get a prioritized fix first list, in about five minutes. George B. Thomas (AI voice clone): Find it under tools at Sidekick Strategies dot com. Rob (AI host): Okay, the skeptic part. Rob (AI host): Our June write-up says any user can do this, with no preview step. Dana (AI host): That's the biggest gap. Dana (AI host): The June write-up says any hub user can restore one value, and that confirming writes it immediately, with no preview. Dana (AI host): HubSpot's September post and our August write-up both describe a preview first, and only Super Admins can confirm the restore. Rob (AI host): So which version do we trust? Dana (AI host): We'd go with HubSpot's pages. Dana (AI host): The June write-up may describe an earlier version, but we couldn't confirm that. Dana (AI host): It also gives a ship date of the twenty-sixth of May, which we couldn't match to a HubSpot post. Rob (AI host): And the button wording from earlier? Dana (AI host): The help page labels that bullet restore an individual property value, but the button itself says restore all changes from this source. Dana (AI host): We couldn't confirm whether it puts back one value or every change that source made to the record. Dana (AI host): So read the preview before you confirm. Rob (AI host): What about plans? Who gets the restore? Dana (AI host): This is murky too. The property history help page is listed for all products and plans. Dana (AI host): The September post puts this restore under features for all hubs and tiers. Dana (AI host): But the Restore CRM changes help page lists Starter, Professional, and Enterprise, and Smart CRM Professional and Enterprise. Dana (AI host): Free isn't on that list. Dana (AI host): Both of our write-ups say Free gets it. Dana (AI host): We couldn't confirm whether a Free account sees the restore action, so check your own. Rob (AI host): Walk me through the preview step, as the RevOps lead I'm playing. Dana (AI host): The Restore CRM changes help page says the preview table shows the record name, date, change source, and current and last known values. Dana (AI host): You can tick only the records you want, or select all. Dana (AI host): Then you type the number of changes to confirm, and click Restore. Dana (AI host): One catch. Dana (AI host): If a preview holds both created records and modified properties, you can only restore one type. Dana (AI host): You prepare another restore for the other. Rob (AI host): Good. A typed number is a decent speed bump. Dana (AI host): The restore is tracked in the audit log. Dana (AI host): A prepared restore stays open to action for up to fourteen days, and finished ones stay in Restore History for ninety. Rob (AI host): Can I get a record of what the restore actually changed? Dana (AI host): There's a public beta a Super Admin can opt into, called Export a Restore Summary as a CSV. Dana (AI host): It lists the actor, scope, timestamp, record details, and property values before and after. Rob (AI host): And if the workflow created records that shouldn't exist? Dana (AI host): The help page says rolling back can undo that, and moves the created records to the recycle bin. Rob (AI host): Okay. Here's a plan, as the RevOps lead I'm playing. Rob (AI host): Open one affected record, filter the history by source, and confirm it's the workflow. Rob (AI host): Then read the preview count before typing it in. Rob (AI host): If that number is bigger than you expected, stop and go back to the filters before you restore anything. Dana (AI host): And for a bigger mess, or anything an integration wrote, go to Backup and Restore inside fourteen days. Dana (AI host): Property history, wrapped up. Dana (AI host): Restore starts from the record, the preview comes first, and a Super Admin confirms. Rob (AI host): You'll find every source we used in the show notes, and our write-ups are at Sidekick Strategies dot com. Dana (AI host): We're glad you listened. Rob (AI host): Check the source column before you click Restore. Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music. Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.