How do I remove someone from HubSpot?

If you are removing a contact from a workflow, you will need to update the workflow to exclude the contact.

There are two ways to remove someone from HubSpot:

  1. Deactivate the user: This will remove the user from all HubSpot tools and prevent them from accessing their account.
  2. Delete the contact: This will permanently remove the contact from your HubSpot CRM.

To deactivate a user:

  1. Go to Settings > Users & Teams.
  2. Click the name of the user that you want to deactivate.
  3. Click the Actions dropdown menu and select Deactivate user.
  4. Click Deactivate to confirm.

To delete a contact:

  1. Go to Contacts > All Contacts.
  2. Find the contact that you want to delete.
  3. Click the More dropdown menu and select Delete contact.
  4. Click Delete to confirm.

Note: If you delete a contact, any associated data, such as notes, tasks, and emails, will also be deleted.

Here are some things to keep in mind when removing someone from HubSpot:

  • If you deactivate a user, they will not be able to access their HubSpot account. However, their contact records will still be stored in your HubSpot CRM.
  • If you delete a contact, their contact records will be permanently deleted from your HubSpot CRM.
  • If you are removing a contact from a list, you will need to add the contact back to the list after they have been deleted.
  • If you are removing a contact from a workflow, you will need to update the workflow to exclude the contact.

I hope this helps! Let me know if you have any other questions.