Skip to main content

Workflow Actions: Delete Contact

This guide provides an overview of the Delete Contact action within Stack workflows, detailing how to set it up and important considerations to keep in mind.

Table of Contents​

What is the Delete Contact Action?​

The Delete Contact action is a powerful feature that allows you to automatically remove all records of a contact from your system. This action is useful when contacts meet specific criteria and are no longer needed within your CRM. Since deleting a contact is irreversible, it's crucial to configure this action carefully and understand its implications.

How to Use the Delete Contact Action​

To use the Delete Contact action within a workflow, follow these steps:

  1. Open the Workflow Builder
    Navigate to Automations within your Stack account and open the desired workflow or create a new one from scratch or from a recipe.

  2. Add the Action
    In the workflow builder, click the plus (+) to open the actions menu. Search for or scroll to find the Delete Contact action. Place the Delete Contact action at the end of the workflow, as deleting the contact will terminate the workflow immediately. Any actions after this will not execute.

  3. Configure the Action
    The Delete Contact action does not have configurable settings. It simply deletes the contact that is active in the workflow.

  4. Save the Action
    Click Save Action to add it to the workflow. You can test the workflow and publish it when you're ready.

Important Tips​

  • Triple-check the filter conditions that qualify a contact for automatic deletion.
  • Test the workflow thoroughly before leaving it unattended.
  • Consider making backups of contact data.
  • Inform relevant team members about the use of the Delete Contact action.

Frequently Asked Questions​

Can I restore a deleted contact?
Contacts deleted through the Delete Contact option can be restored within two months of deletion. For more information, see our article on How to Delete Contacts and Their Data.

What is deleted along with the contact?
The contact record and all associated data, such as conversations, notes, tasks, and activity history, are permanently lost. Restoring a deleted contact will not recover this associated data.

Are there alternatives to deletion?
Yes, if you prefer not to permanently delete a contact but need to stop them from progressing through a workflow, consider using the Remove from Workflow action. This option removes the contact from the specific automation without affecting their data in the system.