CRM

GBurgess
Member

I've got contacts with multiple deals, how can I get rid of the extras?

SOLVE

Hi HubSpot community,

 

I've noticed in my company's CRM system we've got a number of contacts with 2 or 3 deals associated

 

I'm not sure how to remove the extra deal/s from a contact in a faster way other than manually going through them all individually. 

 

Could someone please provide instructions or ideas on how I should go about this?

 

Thanks!

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

I've got contacts with multiple deals, how can I get rid of the extras?

SOLVE

Hi @GBurgess,

 

Have you checked whether the deal associations are valid? Generally, there's nothing wrong with a contact being associated to multiple deals if there have actually been multiple opportunities worked.

 

Currently, in the HubSpot user interface there is no option to bulk remove associations. This simply does not exist. You would currently have to work with the associations API endpoint: https://developers.hubspot.com/docs/api/crm/associations

 

If the incorrect associations are the result of recent incorrect reports, and you're just starting with your CRM, you might consider deleting everything and re-doing the imports correctly.

 

Other users have requested better association removal options before: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-remove-association/idi-p/664108

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

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.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I've got contacts with multiple deals, how can I get rid of the extras?

SOLVE

Hi @GBurgess,

 

Have you checked whether the deal associations are valid? Generally, there's nothing wrong with a contact being associated to multiple deals if there have actually been multiple opportunities worked.

 

Currently, in the HubSpot user interface there is no option to bulk remove associations. This simply does not exist. You would currently have to work with the associations API endpoint: https://developers.hubspot.com/docs/api/crm/associations

 

If the incorrect associations are the result of recent incorrect reports, and you're just starting with your CRM, you might consider deleting everything and re-doing the imports correctly.

 

Other users have requested better association removal options before: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-remove-association/idi-p/664108

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

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.

0 Upvotes