Using Delete Record
Add PocketKnife’s Delete Record action to a workflow to delete contacts, companies, deals, tickets or custom object records. HubSpot’s own workflows can only delete contacts. Use it to keep your HubSpot database clean.
Getting started
No setup is needed in the PocketKnife app. As soon as PocketKnife is connected to your HubSpot portal, the Delete Record action is available in your workflows.
Add Delete Record to a workflow
Follow these steps to add the Delete Record action to a workflow.
- Create a workflow based on the type of record you want to delete: company, deal, ticket or custom object.
- Set your enrollment triggers carefully, so only the records you want to delete are enrolled.
- Add an action and choose Delete Record under PocketKnife.
- Click Save.
- Click Review and publish in the top right corner to turn on your workflow. Every record that enrolls is deleted right away.
⚠️ Attention!
Every record that enrolls in the workflow is deleted automatically. Check your enrollment triggers carefully before you turn on the workflow.
Restore data
Deleted a record by mistake? You can restore it in HubSpot up to 90 days after it was deleted. Turn off the workflow first, so the restored records aren’t deleted again.
Learn how to restore records in HubSpot’s Knowledge Base
Check your progress and credits
In the PocketKnife app, open the Delete Record History to see your deleted records, failed deletions and credits used. You can retry failed deletions from there. The number of credits allowed depends on your subscription plan (Freemium, Single Feature, Pro or Enterprise).
To upgrade, click your username, go to Subscription & Billing and choose the plan that fits your needs.
Any Questions
Please contact our support team via this form