Hey everyone! 👋 In this video, I’ll walk you through how to delete a record in Hubspot CRM using its API.
Whether you’re managing multiple systems like Portal A and Portal B or just need to sync data deletions across platforms, this tutorial has you covered! 🚀 Here’s what we’ll cover: Syncing Deletions Across Portals: Learn how to delete a record in Portal A and ensure it’s also deleted in Portal B. Custom Coded Actions:
We’ll dive into the script that handles searching, creating, updating, and deleting records. Using the Archive Endpoint: Discover how to use the archive method to delete records in Hubspot CRM. Step-by-Step Testing: Watch as we test the delete function and verify that the record is successfully deleted.
Timestamps: 0:00 – Intro: Deleting records in Hubspot CRM 0:08 – Overview of Portal A and Portal B synchronization 0:23 – How the script works: Search, create, and exchange IDs 0:42 – Adding the delete function to the script 1:25 – Using the archive endpoint for deletions 2:14 – Setting up a workflow for delete triggers 2:53 – Testing the delete function 3:37 – Success! Record deleted using the archive method Key Takeaways: Use the archive method to delete records in Hubspot CRM. Sync deletions across multiple systems seamlessly. Ensure your workflows are efficient and error-free.
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