Definition

The "Delete Record" action in HubSpot allows you to remove a specific record from your HubSpot account. It can be used to delete different types of records, such as contacts, companies, deals, tickets, or products. By providing the object type and record ID, this action will permanently delete the selected record, ensuring data is no longer available within your HubSpot account. This is useful when you need to clean up outdated, incorrect, or duplicate records.

Important Note

When setting up a connection to HubSpot, please ensure that the connection is created by an administrator. If the connection is not created by an admin, you may encounter the following error:

"Couldn’t complete the connection. Authorization failed because you don't have permissions to authorize the scopes required by the app. Please contact your super admin to get the necessary permissions."

To avoid this issue, make sure you have the necessary permissions or reach out to your HubSpot super admin for assistance.

Example Use Cases

1. Removing Outdated Contacts
   If you have old contacts in your CRM that are no longer relevant, this action can be used to permanently delete them from your HubSpot account.

2. Cleaning Up Duplicate Records
   When you identify duplicate records (e.g., two contacts with the same information), you can use this action to delete one of them to maintain a clean database.

3. Deleting Irrelevant Deals
   If a deal is closed or canceled, and you no longer need to track it, this action allows you to delete that deal from HubSpot.

4. Clearing Test Data
   If you've created test records for development purposes, this action can help you delete them when they are no longer needed.

5. Removing Invalid or Archived Tickets
   If you have tickets that are no longer relevant, this action helps in removing them from your HubSpot account to reduce clutter.

Inputs

1. Connection
   This field allows you to select an existing HubSpot connection that is already set up in your system. The connection is necessary to authenticate and link the action to your HubSpot account. Remember, the connection must be created by an admin, as only admins have the necessary permissions.

2. HubSpot Object Type
   This refers to the type of object you want to delete in HubSpot. HubSpot offers various object types, such as contacts, companies, deals, tickets, and products. You must choose the appropriate object type (e.g., contact or deal) to ensure you're targeting the right data.

3. Record Id
   The record ID is a unique identifier for the specific record you want to delete. It is required to accurately identify which record within your HubSpot account should be deleted. To find the Record ID, navigate to the relevant record in HubSpot and extract it from the URL. For example, if you're deleting a contact, the Record ID will be part of the URL (e.g., https://app.hubspot.com/contacts/{account_id}/contact/{record_id}).

Example:

Imagine you are managing a CRM system for a sales team using HubSpot. A sales rep mistakenly created a duplicate contact record, and you need to delete this unnecessary record to maintain a clean database. Using the "Delete Record" action, you can specify the HubSpot Object Type as "Contact" and provide the Record ID of the duplicate contact.

Once the action is triggered, it will delete the specified contact record from HubSpot. The output will confirm that the record has been deleted by returning a Status of "Success" and the Deleted Record ID to ensure that the correct contact was removed. If there’s any issue, an Error Message will provide details on why the deletion didn’t happen.