Cancel your plan

If you need to cancel, export what matters first and make sure your active conversations are covered somewhere else.

Before you cancel

• Export contacts
• Export deals or pipeline data you want to keep
• Check any live automations or active messaging flows
• Confirm whether a teammate still needs access

What to expect

Cancellation stops future billing. Your access and retention window depend on the account state and the current billing period.

Best practice

Do the export before you click cancel, not after. That keeps the handoff simple and avoids last-minute scrambling.