What does the 'Delete Association Labels' action do?

The 'Delete Association Labels' action from the 'Workflow Associations Manager App' by Integration Glue allows you to remove specific association labels between HubSpot records within a workflow. This action enables you to unlink association labels from any two HubSpot objects, such as contacts, companies, deals, tickets, or custom objects, ensuring that your CRM data stays organized and relevant by eliminating unnecessary or outdated associations.

By specifying the association labels to be deleted, the app automatically removes the relationships between the specified records. The action can target association labels based on certain conditions, making it highly adaptable for workflows that need to clean up or adjust data relationships dynamically.

This action is particularly useful for scenarios such as unassigning contacts from deals, removing labels between companies and tickets, or disassociating custom objects from standard CRM records, all without requiring manual effort or intervention.

• Target Object to Delete Association Labels From refers to the HubSpot object (e.g., Contact, Company, Deal, Ticket, or Custom Object) from which you want to remove association labels.

• Association Labels to Delete defines the specific labels you want to remove from the association between the two objects
  If a Contact is associated with a Deal using the label "Primary Contact", this field allows you to specify the label "Primary Contact" to be deleted from the association.

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 Association Labels' 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 Association Labels" action.
4. Click Save to add the action to your workflow.

Step 3: Configure the Action

1. Target Object for Association Labels to Delete:

   • Choose the HubSpot object type (e.g., Contact, Company, Deal, Ticket, etc.) from which you want to remove the association label.
   • Example: If you want to remove labels from a Deal, select Deal as the target object.

2. Association Labels to Delete:

   • Specify the association label(s) that you want to delete from the target object.
   • Example: If you want to remove the "Primary Contact" label from a Deal, select it in this field.

3. Optional: Specify Conditions:

   • If you need to filter the association labels to delete, specify any conditions or filters (e.g., deleting only labels from deals in a specific pipeline or tickets that are in a certain status).

Step 4: Review and Activate

1. After configuring the action, review all settings to ensure they are correct.
2. Save the workflow and check all other actions to make sure they 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., move a deal to a certain stage or update a contact’s lifecycle stage).
2. Verify that the association labels have been removed as expected from the target record.
3. Check the records to confirm that the specified labels are no longer associated with the relevant objects.

Step 6: Use the Cleaned Data for Further Actions

1. You can now use the updated data in subsequent workflow actions (e.g., reassigning tasks, updating property values, or triggering new actions).
2. The removal of association labels can also be tracked in HubSpot’s reporting or dashboards for better data organization.