The "Delete Record" action in 0CodeTools allows users to automatically delete records directly from within a HubSpot workflow.
The "Delete Record" action in 0CodeTools allows users to automatically delete records directly from within a HubSpot workflow. This action can be applied to any record type that is enrolled in a workflow, including companies, deals, tickets, and custom objects. It is particularly useful for maintaining a clean and up-to-date database by removing outdated or unnecessary records automatically.
Works with Companies, Deals, Tickets, Custom Objects.
Use Cases
- Automatically delete duplicate records identified during a cleanup operation.
- Remove records that no longer meet certain business criteria (e.g., deals that have been inactive for a specified period).
- Delete tickets that have been resolved and closed for over a year to keep the database lean
How to Set Up the Delete Record Action
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Open Your HubSpot Workflow: Navigate to the workflows section in your HubSpot account and either create a new workflow or select an existing one to modify.
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Choose a Trigger: Define the trigger that will start the workflow. This could be a property change, a form submission, or a specific date/time event that meets the criteria for deleting a record.
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Add the Delete Record Action:
- Click on the “+” icon to add a new action to the workflow.
- From the action menu, select "Delete Record" under the 0CodeTools extension actions