CRM

JenMcCluskey
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Automating deletion of email content stored in activity

解決

Is there a way to automate the deletion of email content stored in activity after a certain amount of time (say 90 days)?

 

We want to utilise the Outlook intergration to capture all our contact details but as our users are both sales and operational, we will be capturing a huge amount of content that is just the back and forth of work. Rather than just creating more and more data pieces is there a way to set up for the content to be deleted after a certain period of time? I know I can manually delete an email from the activity feed but is there a way to automate this across our CRM.

 

Thanks in advance.

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

Automating deletion of email content stored in activity

解決

Hi @JenMcCluskey,

 

HubSpot doesn't have any settings in the user interface to configure automatic activity deletion. This would have to be done through the API, with the help of a developer: 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

Automating deletion of email content stored in activity

解決

Hi @JenMcCluskey,

 

HubSpot doesn't have any settings in the user interface to configure automatic activity deletion. This would have to be done through the API, with the help of a developer: 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.

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