Tips, Tricks & Best Practices

ARivero1
Participant

Removing Specific contacts from a ticket through a workflow

SOLVE

Hi

Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow?  This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same contacts that the tickets ( some contacts on the ticket have associations from our internal employees, because of the CC and the forwarding of the emails), I need to remove the internal employees from the new deals created. Is there a way to do this with a workflow? OR is there a way that I can avoid associating those internal contacts automatically from any records created? Thank you so much

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

Removing Specific contacts from a ticket through a workflow

SOLVE

Hi @ARivero1,

 

Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding your internal email addresses / domains to the never log list in your settings: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list This should do the trick, see the yellow infobox: "if there are recipients on an email who are not on the Never log list, HubSpot will log emails to those contact records."

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

Removing Specific contacts from a ticket through a workflow

SOLVE

Hi @ARivero1,

 

Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding your internal email addresses / domains to the never log list in your settings: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list This should do the trick, see the yellow infobox: "if there are recipients on an email who are not on the Never log list, HubSpot will log emails to those contact records."

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes