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Suvi
Participant

Delete contact's associated records with workflow

Résolue

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

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Delete contact's associated records with workflow

Résolue

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

 

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2 Réponses
RBozeman
Participant

Delete contact's associated records with workflow

Résolue

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?

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Delete contact's associated records with workflow

Résolue

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.