The Unassoci8 workflow action allows you to remove associations between HubSpot objects using association labels, property-based matching, or both. It’s perfect for keeping your CRM clean and relationships up-to-date, all through automation.
In this article:
🔄 Common Use Cases
- 🏷 Remove Contacts from a Company when labeled “Former Employee”
- 🔁 Unassociate Tickets from Deals based on mismatched IDs
- 🪚 Unassociate all Deals from a Contact during record cleanup
- 🛠 Unassociate Vendors or Partners no longer active
⚙️ How It Works
Unassoci8 has one required setting and two optional filters. You can use these filters to define what objects will get unassociated from the enrolled object:
✅ Required: Object to Unassociate
Choose which object type you want to unassociate from the enrolled record.
Example: In a Contact-based workflow, select Deal to remove Deal associations from that Contact.
Leaving all optional filters blank will remove all associations of the selected object type.
🎯 Optional Filters
1. Unassociation Label Targets
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Remove only associations with a specific association label
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Select one or more association labels to target
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If left blank, the association label is not considered
Example: Only unassociate Deals labeled "Decision Maker" from the enrolled Contact
2. Property Match
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Remove only associations where a property on the associated object matches a value from the enrolled object
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You define:
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A property on the associated object (e.g., Deal → Company name)
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A value to match against, which can be:
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A static value (e.g., "Hapily")
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A dynamic property from the enrolled object (e.g., Contact → Company name)
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You can use property match with or without the association label filter.
🛠️ Step-by-Step Setup
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Open or create a HubSpot workflow
Choose a workflow based on Contact, Deal, Company, Ticket, or Custom Object (e.g. Deal). - Setup your Enrollment Criteria
This will vary depending on your use case and requirements. -
Add the Unassoci8 action
Select Unassoci8 from the add workflow action dropdown. -
Configure the action:
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Object to Unassociate (Required)
Choose the object type to remove from the enrolled record (e.g. Tickets). -
Unassociation Label Targets (Optional)
Select any association labels you want to use as a filter. -
Property Match (Optional)
Fill out the bottom two fields if you want to filter by matching property values:-
Only objects with this property... (e.g., Ticket → Ticket Status)
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...with this value: enter a static value (e.g. "Closed") or a dynamic value (e.g., Deal → Deal Status)
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You can use both filters together, or just one. If neither is used, all associations of that type will be removed.
🧪 Example Configurations
1. Remove All Deals from a Contact
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Workflow: Contact-based
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Object to Unassociate: Deal
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Leave all other fields blank
🔥 All Deals unassociated from the Contact
2. Remove Deals Labeled "Decision Maker"
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Workflow: Contact-based
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Object to Unassociate: Deal
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Unassociation Label Targets:
Decision Maker
🏷 Only Deals labeled "Decision Maker" will be removed
3. 🛠 Remove Inactive Vendors Based on Property
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Workflow: Company
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Object to Unassociate: Vendor-based (custom object)
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Property Match:
Vendor Status=Inactive
📉 Removes associations to vendors whose status is no longer active
4. Combine Both Filters to Remove Outdated Project Associations
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Workflow: Contact-based
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Object to Unassociate: Project (Custom Object)
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Unassociation Label Targets:
Project Manager -
Property Match: Project’s
Project Code= Contact’sAssigned Project Code
🧠 Removes associations between Contacts and Projects where the Contact was labeled as “Project Manager” but is no longer assigned to that project
🧼 Tips & Notes
- 🪚 Blank filters = Remove all: If you don’t apply any filters, all associations of that object type will be removed.
- 🔁 Dynamic values preferred: Use personalization tokens to dynamically match properties.
- 🧩 Just want to remove the association label but keep the association? Use Label Peeler instead.