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:
- Deactivate the user: This will remove the user from all HubSpot tools and prevent them from accessing their account.
- Delete the contact: This will permanently remove the contact from your HubSpot CRM.
To deactivate a user:
- Go to Settings > Users & Teams.
- Click the name of the user that you want to deactivate.
- Click the Actions dropdown menu and select Deactivate user.
- Click Deactivate to confirm.
To delete a contact:
- Go to Contacts > All Contacts.
- Find the contact that you want to delete.
- Click the More dropdown menu and select Delete contact.
- 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.