⚙ Operations Hub

Suvi
Participant

Delete contact's associated records with workflow

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

0 Upvotes
2 Replies 2
DSteered
Member

Delete contact's associated records with workflow

Once satisfied with the test results, apply the workflow to the relevant contacts in your CRM system. Always exercise caution when deleting records, and make sure to follow your CRM system's guidelines to avoid data loss or unintended consequences. If you're uncertain, it's advisable to consult with your system administrator or CRM support team for assistance.Set up the actions within the workflow to delete the associated records.   "  Ozempic Where To Buy  "         Ensure that you are compliant with data protection regulations and have appropriate backups in place. Deleting a contact's associated records with a workflow typically involves using a specific process or automation tool depending on the platform or CRM system you're using. In general, you can follow these steps  Specify the criteria under which the workflow should trigger. This could be when a contact is marked for deletion or when certain conditions are met.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Delete contact's associated records with workflow

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.