How to Remove Unengaged Contacts and Prevent Unwanted Sources in HubSpot?
SOLVE
Hi HubSpot Community,
I’m encountering an issue with my contacts. Some of them appear in the "Contacts" section, even though they haven’t filled out any forms or shown any interest in our company. These seem to be contacts generated from interactions with team members but are irrelevant and unengaged.
I’d like to:
Remove this source of contacts so they don’t show up in the future.
Delete all the obsolete/unengaged contacts currently in the system.
The only informations I have about these contacts are "from external source" and the time, that's it.
Does anyone have a step-by-step guide or suggestions for handling this? Thanks in advance for your help!
The first step would be understanding where exactly these contacts are coming from. You can do this by looking up which record and original source these contacts have:
Once you have the details, you can build a list filtering for those exact source value and bulk delete the records on that - or create a workflow that does the same for a recurring process, if you have a Professional or Enterprise subscription. https://knowledge.hubspot.com/lists/create-active-or-static-lists
If you need help interpreting the source values, please share screenshots.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The first step would be understanding where exactly these contacts are coming from. You can do this by looking up which record and original source these contacts have:
Once you have the details, you can build a list filtering for those exact source value and bulk delete the records on that - or create a workflow that does the same for a recurring process, if you have a Professional or Enterprise subscription. https://knowledge.hubspot.com/lists/create-active-or-static-lists
If you need help interpreting the source values, please share screenshots.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer