Archiving/Deleting Contacts

This article will walk you through how to signal HubSpot to remove contacts from your list.

Your account will not have permission to delete contacts. Instead, you will need to change the "Type" field to get contacts removed. We will then export and delete for you weekly.

An admin will periodically view contacts that should be deleted, remove them, and save a copy of the contact's information in case it's needed later. 

A contact can be restored within 90 days of deleting.

1. Log into your HubSpot account 

2. Select the contact(s) you want to be removed 

    • If you want only one contact removed, click on the contact's name

3. Navigate to the Type field

4. Click the dropdown menu 

5. Select DELETE

6. Once you select the "delete" type, it will automatically save.

7. If a contact has moved companies, they can be updated with their new associated company and contact information instead of deleting entirely. This way we can keep the record of any past communication.

8. If a contact is in HubSpot twice but with slight differences such as email or name spelling, we can also merge those contacts instead of deleting. To do this please reach out to hubspot@claim-doc.com