The 'Delete Current Record' action from the Merge, Clone & Delete App by Integration Glue allows you to delete a HubSpot record directly from a workflow. This action provides a streamlined way to remove unwanted or outdated records without manual intervention, ensuring your CRM stays clean and relevant.
By specifying the record you wish to delete, the app will automatically remove the selected object from HubSpot. You can target specific records, and the action is highly adaptable for workflows that need to delete records based on dynamic conditions or triggers.
This action is particularly useful for scenarios such as removing obsolete contacts, deals, tickets, or companies that no longer align with your CRM’s current needs, thus maintaining a tidy and efficient database. It eliminates the need for manual deletion, saving time and reducing the risk of human error.
- Delete Associated Objects refers to removing any records that are linked or associated with the main (enrolled) record within HubSpot.
When you use this action, it will not only delete the enrolled record itself (such as a contact, company, deal, etc.) but also any related records that are associated with it. For example:- If you have a deal associated with a contact, selecting 'Delete Associated Objects' will delete the deal along with the contact (or any other objects linked).
- If a contact is associated with a ticket, the ticket will also be deleted if this option is enabled
Step 1: Create a New Workflow
- In your HubSpot account, go to the Automation tab and select Workflows.
- Click on 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, a contact reaches a certain lifecycle stage, etc.).
Step 2: Add the 'Delete Associated Objects' Action
- After setting up your triggers, click the + button to add an action.
- In the action sidebar dropdown, scroll down and look for the "Merge, Clone & Delete App".
- A list of actions will appear. Select the 'Delete Current Record' action.
- Click Save to add the action to your workflow.
Step 3: Configure the Action
- Delete Associated Objects:
- Choose the HubSpot record type you want to delete (e.g., Contact, Deal, Company, Ticket, etc.).
- This is the enrolled object whose associations will be deleted.
Step 4: Review and Activate
- After configuring the action, review all settings to ensure they are correct.
- Save the workflow and check all other actions to ensure proper setup.
- Once you’re satisfied with your workflow, click Review and Publish to activate the workflow.
Step 5: Test the Workflow
- Once the workflow is live, trigger it by performing an action (e.g., moving a deal to a certain stage or updating a contact’s lifecycle stage).
- Verify that the associated objects (e.g., related deals, tickets) have been deleted as expected.
- Check the records to confirm that the associated objects are no longer present.
Step 6: Use the Cleaned Data for Further Actions
- You can now proceed with subsequent workflow actions (e.g., updating properties, sending notifications, etc.).
- The removal of associated objects ensures that your database is kept tidy, with no unnecessary data lingering in your system.