Is it possible to delete contacts from a deal in a bulk?

BrunAlbuquerque
Participant

We went to an event a couple of weeks ago, so I had to do a mass upload of the contacts, companies we met there, in order to create tasks for the sales team to reach out to the customers, we also created deals for each one of the leads (trough a workflow), when deals were created, all deals were associated with the entire list of contacts in that specific company - which means that some deals have over 100 contacts associated with it - so it's messing it up. How can I delete contacts associated to a deal in a bulk? Is there any way to solve this mess? Or we will have to delete one by one?

 

Thanks

Bruna

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @BrunAlbuquerque,

 

I'm not aware of any association bulk edit features. By importing, you would establish additional associations, not change the existing deal association.

 

Associations can be change via API (which requires a developer). There might also be third-party tools which can handle this. Natively in HubSpot, it's not possible as far as I know.

 

Best regards!

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

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @BrunAlbuquerque,

 

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You can now remove outdated or incorrect associations in bulk from the index page.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CRM record associations can quickly become outdated when contacts change companies, deals shift ownership, or data imports create incorrect relationships.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.


  1. Navigate to any index page
  2. Select up to 10 records using the checkboxes
  3. Click Manage Associations
  4. Review the records' associations, organized by record type
  5. Select the associations you want to remove
  6. Click Dissociate to remove the selected associations in bulk

Who gets it?

This feature is available across all HubSpot products and subscription tiers.


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.

View solution in original post

0 Upvotes
4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @BrunAlbuquerque,

 

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.


  1. Navigate to any index page
  2. Select up to 10 records using the checkboxes
  3. Click Manage Associations
  4. Review the records' associations, organized by record type
  5. Select the associations you want to remove
  6. Click Dissociate to remove the selected associations in bulk

Who gets it?

This feature is available across all HubSpot products and subscription tiers.


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.

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

Hi @BrunAlbuquerque,

 

If you want to delete the contact (not just the association), the fastest way would be to create a contact list which filters for the deal ID.

 

When you navigate to your deal, the URL should look like this: https://app.hubspot.com/contacts/PORTAL_ID/deal/DEAL_ID/

 

Copy the Deal ID, create a list, select a filter for deal properties and paste the value you copied:

 

karstenkoehler_0-1652155693751.png

 

 

You can then bulk delete contacts from this list.

 

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.

BrunAlbuquerque
Participant

Hi,

Thanks for your feedback, but what if what I need to delete are the associations of those contacts with certain deals? Can I do that through a mass upload? We are talking about approximately 20 deals with more than 100 contacts each that were add automatically by HS when deal was created through the workflow! 

 

thanks,

Bruna 

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

Hi @BrunAlbuquerque,

 

I'm not aware of any association bulk edit features. By importing, you would establish additional associations, not change the existing deal association.

 

Associations can be change via API (which requires a developer). There might also be third-party tools which can handle this. Natively in HubSpot, it's not possible as far as I know.

 

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.