Delete Record Follow

• How to Configure Delete Record Action
• Practical Example

How to Configure Delete Record Action

• While setting up a Smart Flow, select Delete Record action

To configure the Deleted Records Action, follow these steps:

• Name: Provide a clear and descriptive name for the action to identify its purpose.

• Description: Write a brief explanation of the action’s purpose, clarifying the criteria for deletion.

• Effective Module: Specify the module from which you want to delete records.

• Which Records Would You Like to Delete?: Choose one of the following options:

  • Using the ID Stored in the Record Variable: Select this option if you have a specific record ID stored in a variable that you want to delete.
  • Matching to the Provided Conditions: Select this option if you want to delete records that meet specific criteria you define.

• Send an Email Alert When the Record is Deleted: Enable this option if you wish to receive a notification email whenever a record is successfully deleted.

• Once the configuration is completed, hit Save.

Practical Example

Automatically delete contacts from your CRM if they unsubscribe from all communications or exercise their right to be forgotten.