The 'Delete Associations' action from the Workflow Associations Manager App by Integration Glue allows you to remove existing associations between HubSpot records directly within a workflow. This action enables you to unlink any two HubSpot objects, such as contacts, companies, deals, tickets, or custom objects, ensuring your CRM data remains clean and organized by eliminating unnecessary or outdated associations.
By specifying the associations to be deleted, the app automatically removes the relationships between the selected records. The action can target associations based on specific criteria or conditions, making it adaptable for workflows that need to dynamically clean up or adjust data relationships.
This action is particularly useful for scenarios such as unassigning contacts from deals, removing links between companies and tickets, or disconnecting custom objects from standard CRM records, all without requiring manual intervention or oversight.
- Target Object to Delete Association With refers to the specific HubSpot object (e.g., Contact, Deal, Company, Ticket, or Custom Object) from which you want to delete the association. if you're removing a link between a Contact and a Deal, the Contact would be the target object in this case.
- Refine Which Target Record Associations to Delete allows you to narrow down or filter the associations you want to delete based on specific criteria or conditions. if you only want to delete associations for deals that are in a particular pipeline or contacts with a certain lifecycle stage, this setting enables you to apply that filter.
Here's the step-by-step guide with bullet points for the 'Delete Associations' action:
Step 1: Create a New Workflow
- Go to the Automation tab in your HubSpot account and select Workflows.
- Click the Create workflow button.
- Choose the workflow type (e.g., Contact-based, Deal-based, Company-based, or Custom Object-based) depending on your use case.
- Set your workflow’s trigger criteria (e.g., when a deal is closed, when a contact reaches a specific lifecycle stage, etc.).
Step 2: Add the 'Delete Associations' Action
- After setting up your triggers, click the + button to add an action.
- Scroll down in the action sidebar and look for the "Workflow Associations Manager App".
- A list of actions will appear. Select the "Delete Associations" action.
- Click Save to add the action to your workflow.
Step 3: Configure the Action
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Target Object to Delete Association With:
- Choose the HubSpot object (e.g., Contact, Deal, Company, Ticket, or Custom Object) to remove associations from.
- Example: If you want to delete associations from a Deal, select Deal as the target object.
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Refine Which Target Record Associations to Delete:
- Specify filters or conditions to target specific records for disassociation (e.g., delete associations only from deals in a particular pipeline or contacts with a specific lifecycle stage).
- Example: If you only want to remove associations from deals in the "Negotiation" stage, specify that filter.
Step 4: Review and Activate
- Review all action settings to ensure everything is configured correctly.
- Save the workflow and check other actions to confirm proper setup.
- Once satisfied, click Review and Publish to activate the workflow.
Step 5: Test the Workflow
- Trigger the workflow by performing an action (e.g., move a deal to a specific stage or update a contact’s lifecycle stage).
- Verify that the associations have been removed from the target records as expected.
- Check the records to confirm that the associations have been deleted.
Step 6: Use the Cleaned Data for Further Actions
- Use the updated data in subsequent workflow actions (e.g., reassign tasks, update property values, trigger new actions).
- Monitor the removal of associations in HubSpot’s reporting or dashboards for improved data organization.