Account & Settings

SBesliu
Participant

Workflow for clearing Deal and Contact owner

SOLVE

Hi, 

 

I would like to create a workflow to clear the contact and deal owner once the Hubspot account of a user is deleted. I wanted to ask if its possible ?

 

Thank you!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for clearing Deal and Contact owner

SOLVE

Hi @SBesliu,

 

Yes, this can be done but you have to specifically select these inactive owners in those workflows:

 

karstenkoehler_1-1653131713878.png

 

(When users are deleted, their record owner is still known. They can't be distinguished from actual owners. HubSpot doesn't have a checkbox "all inactive owners". You need to select them all manually.)

 

Using the "Clear property value" action you can then clear the owners.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
SBesliu
Participant

Workflow for clearing Deal and Contact owner

SOLVE

Hi @karstenkoehler thanks for this can I use the API to post new names to the list and trigger the workflow?

0 Upvotes
SBesliu
Participant

Workflow for clearing Deal and Contact owner

SOLVE

Is there any API endpoint that can clear the deal owner and contact owner ?

 

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

Workflow for clearing Deal and Contact owner

SOLVE

Hi @SBesliu,

 

Yes, this can be done but you have to specifically select these inactive owners in those workflows:

 

karstenkoehler_1-1653131713878.png

 

(When users are deleted, their record owner is still known. They can't be distinguished from actual owners. HubSpot doesn't have a checkbox "all inactive owners". You need to select them all manually.)

 

Using the "Clear property value" action you can then clear the owners.

 

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.