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 It is particularly useful for maintaining a clean and up-to-date database by removing outdated or unnecessary records automatically.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, and Custom Objects.
Trigger enrollment for deals
When this happens
Group 1
Last activity date > 90 days ago AND Deal stage = Closed Lost any number of times anytime
+
1. Delete Record
Archive the enrolled Deal
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
- 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.
- 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.
- Add the Delete Record action:
- Click the "+" icon to add a new action to the workflow.
- From the action menu, select "Delete Record" under the 0CodeTools extension actions.