How Do I Manage Record Deletion Between Systems

Last updated: February 6, 2026

This article explains how to create and use a custom field to flag records for removal across ConnectWise and HubSpot. By adding the field to an object and the integration, records can be synced with clear visibility in each system before your team completes the removal process.

When to Use This Approach

Use this process when:

  • Records need to be identified and reviewed before removal

  • Both systems must reflect the same removal status

  • You want a controlled, auditable way to manage record cleanup

Step 1: Create the Custom Field

Create a custom field on the relevant objects:

  • Contact

  • Company

  • etc.

The field should be clearly labeled (for example, Removal Flag or Mark for Deletion) so it’s easy to identify and use consistently.

  • The field can be a simple text field mapping.

  • It can also be a checkbox or dropdown if preferred.

Step 2: Add the Field to the Integration

Once the field exists in ConnectWise on an object:

  1. Navigate to the integration UI.

  2. Add the newly created field to the integration mapping.

  3. Allow the UI to create the field in HubSpot.

  4. Apply the mapping.

This ensures the field is included in sync activity between systems.

Step 3: Populate the Field on Source Records

Update the custom field on any Contact or Company records that need to be removed.

  • Only populate the field on records intended for removal.

  • Ensure the value is set consistently according to your internal process (for example, Yes, True, or a specific label).

Step 4: Allow the Records to Sync

After the field is populated:

  • The records will sync through the integration.

  • The removal flag will be visible in both systems.

This provides your team with confirmation and alignment before any deletion or cleanup actions are taken.

Step 5: Complete Record Removal

Once the records are synced and verified in both systems, your team can proceed with the removal process following your internal data governance. Delete actions will have to be taken in both systems as the integration does not have the permissions to delete records.