Unassoci8 allows you to remove unwanted associations based on the objects' properties. Here's how to set it up!
You may find yourself in a situation where you need to remove a lot of associations from a record in HubSpot. If that’s the case, you can make use of Associ8’s Unassoci8 feature. Here’s how to set it up using object properties:
1. Start a new workflow based around the object of your choice. For this example, I made a Deal based workflow.
2. Set the enrollment trigger to whatever you need! I used the deal’s Create Date for this example.
3. Click the + button beneath the workflow trigger and select the Unassoci8 action
4. With the action opened, you’ll want to select what object type you want to unassociate the enrolled object from. For this example, I chose Contact under the Object to unassociate field.
5. Under Only objects with this property… select a property.
6. Under …with this value enter in the value that property needs to be in order to remove the association.
7. The app will then unassociate the enrolled record from any contacts that have that have techmax.com as their Email Domain! You can use any property / value you want to remove associations though.
8. Click Save and you’re done.
NOTE: If you choose to remove associations based off object properties, make sure the "Unassociation label targets" field is left blank!
Still have questions? Email us at care@hapily.com