Click the link in the email to download the .zip file to your local machine.
If you don't need the entire database and only want a specific list (like "Current Month Deals"), the Export feature is faster. Go to .
Select the specific you wish to export (e.g., Leads). Click Export .
CRM data contains sensitive PII (Personally Identifiable Information). Store your backup files in an encrypted folder or a secure cloud drive with Two-Factor Authentication (2FA).
When you download a full backup, you receive a ZIP folder containing individual for every module in your CRM. This includes: Standard modules (Leads, Accounts, Contacts, Potentials). Custom modules you’ve created. Note attachments (if selected). Task and Activity history.
Choose your frequency. Zoho typically allows . If you