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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Removing company associations from deals won’t delete your historical activities or timeline events, but the association removal itself becomes part of the deal’s activity history with a timestamp.
Here’s what stays intact, what changes, and how to create protective data snapshots before making bulk association changes.
Protect your data while removing associations using Coefficient
While HubSpot preserves most historical data when you remove associations, Coefficient lets you create comprehensive data snapshots before making changes. This gives you restoration options if association removal has unintended consequences that HubSpot’s native activity timeline can’t fully address.
How to make it work
Step 1. Create comprehensive data snapshots before removal.
Use Coefficient’s snapshot feature to capture complete association history with timestamps, activity counts per association, and backup datasets. This creates a historical record that supplements HubSpot’s native activity timeline and provides restoration options if needed.
Step 2. Assess potential impact on your data.
Export association data to see activity counts per association for impact assessment. This helps you understand which associations have significant activity history and might need special consideration before removal. Look at email counts, meeting records, and other logged activities tied to each association.
Step 3. Set up scheduled backup monitoring.
Configure automated snapshots on a scheduled basis to create ongoing historical records of your association data. This ensures you always have recent backups available and can track changes over time, even after associations are removed.
Step 4. Document what remains intact after removal.
Understand that all logged activities (emails, calls, meetings, notes) stay on both deal and company records, timeline entries showing when associations were created/removed remain visible, and historical reporting data where activities were already attributed stays unchanged.
Step 5. Plan for what changes after removal.
Be aware that future activities won’t auto-associate between the deal and removed company, association-based automated workflows may stop triggering, and some reports filtering by current associations may show different results going forward.
Remove associations safely with proper data protection
Creating comprehensive snapshots before association removal gives you peace of mind and restoration options that HubSpot’s native tools can’t provide. Start protecting your association data today.
