Workflow Association Actions
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      What does the 'Delete Activity Associations' action do?

      The 'Delete Activity Associations' action from the Workflow Associations Manager App by Integration Glue allows you to remove associations between HubSpot records and activity records, such as emails, calls, meetings, tasks, or notes, directly within a HubSpot workflow. This action helps you to clean up and manage your CRM data by disassociating specific activities from records like contacts, companies, deals, or tickets.

      By specifying the activity and the associated object, the app removes the relationship between the two, ensuring that your CRM data stays organized and only reflects relevant associations. The action can target specific activities and records, making it highly adaptable for workflows that require cleaning up or modifying activity associations dynamically.

      This action is particularly useful for situations like unlinking tasks from deals, removing call activities from contacts, or disassociating meeting records from companies, helping maintain accurate and up-to-date data without the need for manual intervention.

       

      Screenshot 2025-01-14 124444

      • Activity type to disassociate/delete refers to the specific type of activity (e.g., email, call, meeting, task, note) that you want to disassociate or delete from the target record.
      • Days to remove past activities (default 1 day) defines the timeframe for which past activities can be removed or disassociated from the record. Default value is set to 1 day, meaning the workflow will remove activities that occurred within the past day
      • Deletion type defines whether the activity is deleted or simply disassociated from the record. Delete: The activity is completely removed from HubSpot, including any logs or references to the activity.
        Disassociate: The activity remains in HubSpot, but the connection (or association) to the target record is removed.
      • Activity reference refers to the specific reference or ID of the activity you want to target for deletion or disassociation. You can use properties or tokens to specify which activity or activities you want to disassociate from the enrolled record.

       

      Here’s a step-by-step guide on how to set up the 'Delete Activity Associations' action in HubSpot Workflows using the Workflow Associations Manager App by Integration Glue:

      Step 1: Create a New Workflow

      1. In your HubSpot account, go to the Automation tab and select Workflows.
      2. Click on the Create workflow button.
      3. Choose a workflow type (e.g., Contact-based, Deal-based, Company-based, or Custom Object-based) depending on your use case.
      4. Set your workflow’s trigger criteria (e.g., when a deal is closed, a contact reaches a certain lifecycle stage, etc.).

      Step 2: Add the 'Delete Activity Associations' Action

      1. After setting up your triggers, click the + button to add an action.
      2. In the action sidebar drop-down, scroll down and look for the "Workflow Associations Manager App".
      3. A list of actions will appear. Select the "Delete Activity Associations" action.
      4. Click Save to add the action to your workflow.

      Step 3: Configure the Action

      1. Activity Type to Disassociate/Delete:

        • Choose the type of activity (e.g., Call, Meeting, Task, Email, Note) that you want to disassociate or delete.
        • Example: If you want to remove Call activities associated with a Contact, select Call here.

      2. Days to Remove Past Activities:

        • Define how far back in time you want to target activities for deletion or disassociation. The default is 1 day.
        • Example: If you want to remove activities that occurred in the last 7 days, enter 7 in this field.

      3. Deletion Type:

        • Choose whether you want to delete or disassociate the activity.
          • Delete: Completely removes the activity from HubSpot.
          • Disassociate: Removes the link between the activity and the target record but keeps the activity in HubSpot.
        • Example: If you want to remove the activity's link to a Deal, but keep the activity in the system, choose Disassociate.

      4. Activity Reference:

        • Use properties or tokens to specify the activity reference (e.g., the ID or unique identifier of the activity you want to target).
        • Example: If you’re targeting a specific meeting, you can reference the meeting ID or any relevant property tied to the activity.

      Step 4: Review and Activate

      1. After configuring the action, review all settings to ensure they are correct.
      2. Save the workflow and ensure that all other actions and steps in your workflow are properly set up.
      3. Once satisfied with your workflow, click Review and Publish to activate the workflow.

      Step 5: Test the Workflow

      1. Once the workflow is live, trigger it by performing an action (e.g., close a deal or move a contact to a certain lifecycle stage).
      2. Verify that the activity associations are removed or disassociated as expected from the target record.
      3. Check the records to confirm that the specified activities have either been deleted or disassociated as per your settings.

      Step 6: Use the Cleaned Data for Further Actions

      1. You can now use the updated activity associations (or lack thereof) in subsequent workflow actions (e.g., to trigger follow-up emails, update tasks, or clean up your CRM data).
      2. The disassociated or deleted activities can also be tracked in HubSpot’s reporting and dashboards for better management.