Undo property value changes

In certain scenarios, you can undo individual property value changes made to records from CRM cards or index pages. This means manual undo actions do not apply to changes made from the following: workflows, API, connected apps, or bulk actions. Instead, you can export a property's history to view historical values and make changes in bulk. 

Please note: your account may use personalized names for each object (e.g., account instead of company). This article refers to objects by their HubSpot default names.

Undo individual property value changes made from index pages

On index page table views, you can undo property value changes. 

To undo on an index page:

1. Navigate to your records.
2. In a table view, click a property in the row of the record you want to edit.
3. Depending on the property's field type, select or type to edit a value for the property.
4. In the lower left, click Undo.

Undo individual property value changes made from CRM cards

If you've made a change to a property value on an individual record and need to revert it, you can do so in certain scenarios. This includes: property value changes made in the left sidebar, updates to properties in the middle column, and changes to deal, ticket, and lead pipeline stage values. Pipeline stage values can be reverted when the change was made from an associated record card. The undo option will appear for a short period after a property value change.

Undo from the left sidebar

You can undo property value changes made from the About this [object] left sidebar and custom cards. This also applies to changes made when previewing a record.

1. Navigate to your records.
2. Click the name of a record.
3. In the left sidebar make a property value update. Your changes will be autosaved.
4. In the lower left, click Undo.

Undo from the the left sidebar highlight card

You can undo primary display property changes to the Ticket status, Close Date (for deals), and Deal Stage properties.

1. Navigate to your deals or tickets:
   • In your HubSpot account, navigate to CRM > Deals.
   • In your HubSpot account, navigate to CRM > Tickets.
2. Click the name of a record.
3. In the upper section of the left sidebar update an appropriate property value. Your changes will be autosaved.
4. In the lower left, click Undo.

Undo from the middle column

You can undo property value changes made within custom property list cards in the middle column of a record.

To undo from a middle column card:

1. Navigate to your records.
2. Click the name of a record.
3. In the middle column property list card, edit a property value by entering, selecting, or clearing the value. Your changes will be autosaved.
4. In the lower left, click Undo.

Undo from the right sidebar

You can undo a recent change to deal, ticket, and lead pipeline stage properties from associated record cards. For example, you are viewing a contact and accidentally updated an associated deal’s stage value from the right sidebar card. You want to revert the change. You will see an option to undo in the lower left of the contact. Learn more about object relationships using the data model tool.

To undo deal or ticket pipeline stage value changes:

1. Navigate to your records.
2. Click the name of a record associated with the ticket or deal that you want to edit.
3. In the right sidebar on the associated[Object] card, select the stage dropdown menu, then select an option. Your changes will be autosaved.
4. In the lower left, click Undo.

To undo lead type or stage value changes:

1. Navigate to your records.
2. Click the name of a record associated with the lead that you want to edit.
3. In the right sidebar on the Lead card, select the stage or type dropdown menu, then select an option. Your changes will be autosaved.
4. In the lower left, click Undo.

Undo property value changes in bulk

You can undo changes made to multiple records of an object by exporting the property’s history then re-importing with the desired changes. The exported file will include the unique ID values of all records, the current and historical values of the property, and when the values were updated. Depending on your subscription, you can also create a backup of your CRM records and property values.

For example, you updated several of your contact First name values to Jack using a workflow. You export the First name property. You edit the spreadsheet to remove any contacts not impacted by the change, review the previous values of the impacted records, and make the necessary changes. Next, you save the sheet as a CSV and import it to bulk change the values.

• Export property history
• Import records and activities
• Back up or restore CRM data

Undo from the restore property edits tool (BETA)

If you're in an account enrolled in the Restore Property Edits beta, you can restore contact, company, deal, or ticket property value changes made from workflows or imports within the last week.

1. Navigate to your records:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
   • In your HubSpot account, navigate to CRM > Deals.
   • In your HubSpot account, navigate to CRM > Tickets.
2. In the upper right, click the ellipsesIcon three horizontal dots icon, then select Restore property edits.
3. Click Prepare a restore.
4. In the right panel:
   • Click the Source dropdown menu and select Import or Workflow.
   • Click the name dropdown menu and select the name of the desired import or workflow.
   • Click the Property dropdown menu and select the property you want to review.
   • If you selected the workflow source:
     • Click the Date dropdown menu and select a date to filter the search by.
     • Click Advanced filters and select a time of day range.
   • Click Prepare a restore.
5. Hover over the restore and click Open preview.
6. Review the number of records, current property value, and the value that will be restored.
7. Click Restore [number] changes (e.g., Restore 13 changes).
8. In the dialog box enter the number of changes and click Confirm.