Delete contact's associated records with workflow

[Suvi]

Hi, I assume it is not at least yet possible to delete contact's associated records with workflow (e.g. emails, notes, calls, etc.) - but is there any workaround or app or anything for this?

Thanks,

Suvi

[alexjoy]

Currently, deleting a contact's associated records (like emails, notes, calls) through workflow isn't directly possible relationship counselling vancouver. However, you could explore third-party apps or automation tools like Zapier or Integromat that can help manage and delete associated records based on certain triggers. Custom development might also be an option to achieve this functionality within your system.

[alexjoy]

It’s currently not possible to delete a contact's associated records (e.g., emails, notes, calls) directly with workflow automation. However, workarounds exist, such as using third-party apps or custom scripts to automate the deletion process. Tools like Zapier or Power Automate may help streamline this task. For critical cases, like managing an emergency semi truck fleet, automated record management ensures smoother operations and quick response times.

[RBozeman]

Hey @Suvi, just to make sure I understand, you want to just delete the engagement data? Or are there other associated records (like associated companies and deals and things like that) that you need to delete as well?

[alexjoy]

To delete contact's associated records with a workflow, clarify the specific data to remove, such as engagement data or broader associations like companies and deals. Define clear rules in the workflow to target only the necessary records. For streamlined data management, consider organizing workflows as thoughtfully as "Mattamy Homes Cityscape" structures its innovative communities.

[karstenkoehler · Accepted solution]

Hi @Suvi,

Correct, out of the box this is currently not possible. I'm not aware of any app that does this natively either. The best option is currently probably using custom code actions in Operations Hub Professional. https://developers.hubspot.com/docs/api/workflows/custom-code-actions

If Operations Hub Professional is not an option, you could potentially also look into developing a light-weight app or script using the HubSpot API: https://developers.hubspot.com/docs/api/crm/engagements

Best regards!