How to Unassociate All Related Records in HubSpot Custom Workflow

🎯 Purpose

The purpose of this workflow is to automate the process of removing all record associations between objects in HubSpot.

Instead of deleting records, this workflow simply unlinks their relationships — helping you reset, reorganize, or prepare data for re-association when needed.

For example:

• Remove old deals linked to duplicate contacts
• Comply with GDPR or internal data-retention rules by detaching past activities
• Undo incorrect associations created by integrations or imports
• Reset object relationships before data migration or consolidation

This action ensures a safe and auditable cleanup of your CRM environment.

🧭 Key Use Cases

Use CaseDescription

🔁 Duplicate Record Cleanup :Remove deals, tickets, or activities linked to duplicate contacts.

🧹 Data Hygiene / Cleanup : Unassociate data automatically linked by integrations or bulk imports.

🧾 Compliance / GDPR : Detach past interactions before deleting records for privacy compliance.

🧩 Pre-Merge Reset : Reset associations before merging or re-structuring data models.

⚙️ Integration Maintenance : Unlink connected objects before reconnecting external apps or APIs.

🪜 Step-by-Step Guide (as shown in the demo)

1. Open Workflows
   Navigate to Automation → Workflows in HubSpot.
2. Create a New Workflow
   Choose From scratch, then select the object type (e.g., Contact-based) and click Next.
3. Set Enrollment Triggers (Optional)
   Define enrollment criteria (e.g., a list or property filter).
   For testing, you can also enroll contacts manually.
4. Add an Action
   Click the + icon on the workflow canvas to add a new action.
5. Select the App Action
   Search for “Unassociate all related records” and select the action provided by your third-party app.
6. Specify Target Associations
   Choose which related objects you want to unassociate:
   Deals, Tickets, Contact,Company etc.
7. Save and Review
   Click Save, then proceed to Review and publish.
8. Turn On the Workflow
   Enable the workflow with Turn on.
   (You can also decide whether to enroll existing records.)
9. Run a Test
   Enroll a test contact or object to confirm that the related records are unassociated correctly.
10. Check the Logs
    In the History tab, verify that the action shows as Succeeded and review the number of records unassociated.

⚠️ Notes & Best Practices

• This workflow does not delete any records — it only removes their associations.
• The action is irreversible, so consider backing up related record IDs beforehand.
• Make sure you have the necessary edit and association permissions in HubSpot, and the connected app has proper authorization.
• Recommended to test in a sandbox environment before production use.

🧠 Conclusion

Using a custom workflow action to unassociate related records allows you to clean, restructure, and automate data maintenance in HubSpot — safely and efficiently.

Whether you’re preparing for data migration, compliance cleanup, or CRM optimization, this method helps you maintain a high-quality, well-organized CRM environment.