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Suvi
参加者

Delete contact's associated records with workflow

解決

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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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Delete contact's associated records with workflow

解決

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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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Delete contact's associated records with workflow

解決

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.