CRM

RR001
Member

Batch-remove Contact <> Deal associations

SOLVE

Is it possible to bulk/batch remove "Associations" between a Contact Record and Deals?  For example, this Contact has 60 Deal Associations, but I want to remove all of those.  

 

SCR-20240605-lnmm.png

0 Upvotes
2 Accepted solutions
DSharma02
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Batch-remove Contact <> Deal associations

SOLVE

Hi @RR001 ,

There is no direct method to delete association between two CRM objects, but via API you can acgive this.

Reffer below threads and links:
https://community.hubspot.com/t5/CRM/Remove-Associations-via-API/td-p/851394
https://legacydocs.hubspot.com/docs/methods/crm-associations/delete-association

Hope this helps!
Thanks

View solution in original post

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RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Batch-remove Contact <> Deal associations

SOLVE

Hi @RR001,

 

You may consider enrolling in this beta: https://app.hubspot.com/product-updates/[insert your workspace id]/?query=association&update=13933209

 

From there, you may need to create an association label called "remove" to apply to all the deals. Then, you can remove all deal associations with the label "remove".

 

If you use the beta, you'll want to be sure to check the box to fully remove the association, not just the label.

RSchweighart_0-1718306523841.png

 

Review this knowledge base article, password: Workflows_128907

 

Watch this loom to see a walkthrough of the functionality.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

 

 

View solution in original post

0 Upvotes
2 Replies 2
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Batch-remove Contact <> Deal associations

SOLVE

Hi @RR001,

 

You may consider enrolling in this beta: https://app.hubspot.com/product-updates/[insert your workspace id]/?query=association&update=13933209

 

From there, you may need to create an association label called "remove" to apply to all the deals. Then, you can remove all deal associations with the label "remove".

 

If you use the beta, you'll want to be sure to check the box to fully remove the association, not just the label.

RSchweighart_0-1718306523841.png

 

Review this knowledge base article, password: Workflows_128907

 

Watch this loom to see a walkthrough of the functionality.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

 

 

0 Upvotes
DSharma02
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Batch-remove Contact <> Deal associations

SOLVE

Hi @RR001 ,

There is no direct method to delete association between two CRM objects, but via API you can acgive this.

Reffer below threads and links:
https://community.hubspot.com/t5/CRM/Remove-Associations-via-API/td-p/851394
https://legacydocs.hubspot.com/docs/methods/crm-associations/delete-association

Hope this helps!
Thanks

0 Upvotes