2 Accepted solutions
Hi @vamshikonda,
Good news, a dedicated feature is now in private beta. Since it's been shared publicly on LinkedIn, it can also be shared here. You can find this beta under Settings → Product updates → All → Manage Associations in Bulk. If you're not seeing it yet, you'll have to be patient for a bit longer.
Manage Associations in Bulk
What is it?
You can now remove outdated or incorrect associations in bulk from the index page. Select up to 10 records and quickly remove multiple associations at once to keep your CRM data accurate and reliable.
Why does it matter?
CRM record associations can quickly become outdated when contacts change companies, deals shift ownership, or data imports create incorrect relationships. Today, keeping associations current requires time-consuming workflows, developer support, or manual updates one by one. This creates inefficiencies that waste time and spread errors across records, making teams question whether their CRM data is trustworthy.
The new bulk association editor saves time and reduces errors by giving you a fast, straightforward way to inspect and remove incorrect associations in small batches. This helps ensure your CRM remains a reliable and high-quality source of truth for your team.
How does it work?
We're starting with the most urgent need: removing incorrect associations in bulk. Watch this Loom video to learn more.
- Navigate to any index page
- Select up to 10 records using the checkboxes
- Click Manage Associations
- Review the records' associations, organized by record type
- Select the associations you want to remove
- Click Dissociate to remove the selected associations in bulk
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Hi @vamshikonda,
Good news, a dedicated feature is now in private beta. Since it's been shared publicly on LinkedIn, it can also be shared here. You can find this beta under Settings → Product updates → All → Manage Associations in Bulk. If you're not seeing it yet, you'll have to be patient for a bit longer.
Manage Associations in Bulk
What is it?
You can now remove outdated or incorrect associations in bulk from the index page. Select up to 10 records and quickly remove multiple associations at once to keep your CRM data accurate and reliable.
Why does it matter?
CRM record associations can quickly become outdated when contacts change companies, deals shift ownership, or data imports create incorrect relationships. Today, keeping associations current requires time-consuming workflows, developer support, or manual updates one by one. This creates inefficiencies that waste time and spread errors across records, making teams question whether their CRM data is trustworthy.
The new bulk association editor saves time and reduces errors by giving you a fast, straightforward way to inspect and remove incorrect associations in small batches. This helps ensure your CRM remains a reliable and high-quality source of truth for your team.
How does it work?
We're starting with the most urgent need: removing incorrect associations in bulk. Watch this Loom video to learn more.
- Navigate to any index page
- Select up to 10 records using the checkboxes
- Click Manage Associations
- Review the records' associations, organized by record type
- Select the associations you want to remove
- Click Dissociate to remove the selected associations in bulk
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Hey, @vamshikonda 👋 Thanks for your question! You can do this via our API — Delete multiple associations between CRM objects. This uses the v1 Legacy endpoints. They are stable, supported, and safe to use in your production code. As far as workflow-based options, I don't see one listed in the documentation. And you could make another post over in the Workflow community, as many of the brilliant folks who post over, there aren't devs and may not “see” your post over here.
Have fun building! — Jaycee
