I have many contacts assigned/associated with more than one company. I just want to remove this secondary associations but did not find a way to do it in bulk. The only way to de-associate these contacts it's to go one by one and click in the company -> more -> remove association -> accept. For a couple of contacts, that's doable but I'm talking about hundreds here...
I completely understand that this can be frustrating and that it takes time to remove associations in bulk. I think it is a great idea and I also would love to see a new feature to do that.
If you haven't done so yet, I would recommend adding this feedback to this existing idea in the Ideas Forum and upvoting it to show your support. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality.
Also, what I'll do for you here is relay this feedback to our internal Product Team for their consideration in future product updates.
I am not sure if you got this problem solved yet or not, but wanted to chime in Right now you cannot associate (add or remove them) records within a Workflow without an Operations Hub subscription and develop some custom code to make these associations. Here is a thread that deals with that.
However, I wanted to mention that Insycle allows you to associate in workflows, including removing associations between contacts and workflows. Full disclosure, I work for Insycle. But it seems like a good fit for your need. You could tackle it in a Workflow if necessary, or simply remove the associations in bulk using any field as a matching field.
Insycle allows for you to associate (add/remove/replace) contacts, companies, and deals, in bulk, using any field in your database as a matching field. You can also manage primary and secondary associations/labels/child-parent associations. Then you can add an Insycle Recipe into your HubSpot Workflows.
Thank you very much for the response. Sad to hear there is no easy or well, fix at all for this topic. I really think of it as a basic feature to have. Associating as well as disassociating in bulk (In other words; moving contacts from one company to another). Since doing this process manually takes ages when we are talking about companies with 100+ people. Once again thank you for taking your time and trying to help me on this matter!
Thank you for your feedback @MerryxMM7. I found a feature request in our Ideas forum with a similar use case. It would be great if you can give the Idea an upvote or leave a comment. We use this forum to collect ideas on how we can improve the product for our customers. Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels.