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?
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
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You can now remove outdated or incorrect associations in bulk from the index page.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CRM record associations can quickly become outdated when contacts change companies, deals shift ownership, or data imports create incorrect relationships.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.
Navigate to any index page
Select up to 10 records using the checkboxes
Click Manage Associations
Review the records' associations, organized by record type
Select the associations you want to remove
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
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.
Navigate to any index page
Select up to 10 records using the checkboxes
Click Manage Associations
Review the records' associations, organized by record type
Select the associations you want to remove
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
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!
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