A clean and up-to-date CRM workspace is key to working efficiently. In NetHunt CRM, you can automate routine tasks, including the automatic deletion of records that are no longer needed (such as inactive deals, outdated test records, or records that meet specific criteria).
In this step-by-step guide, we’ll show you how to set up a workflow that automatically deletes a record when its status changes to a specific value (for example, “Lost” or “Low-Quality Lead”).
💡This automation requires the use of the API call feature and the corresponding NetHunt CRM API key.
Deleted records can be restored from the trash within 30 days before they are permanently deleted. Make sure you really need to delete these customer records.
Configuring fields in your folder
Your drop-down menu should include an additional preset (a stage in your funnel) labeled “Not Converted” or “Low-Quality Lead.” The name may vary depending on your setup:
How to set up a workflow
Let's create a new automation where the trigger is a stage change and set it to react to a move from any stage to a specific one: “Low-quality lead”:
Next, add the “Make an API Call” step:
Url - "
https://nethunt.com/api/v1/zapier/actions/delete-record/record ID",JSON - { }.
💡 You will also need to encode your email address and API key. Here is a link to the API documentation and a BASE64 conversion tool.
Then add the "End workflow" step and activate the automation:
Please create a test run to see how it works.
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