Delete

The Delete Organization (delete) operation allows removing a company from the system permanently, ensuring cleaning and organization of records in the CRM.

🎯 What does this operation do?

This operation permanently deletes an organization from the system, removing all information associated with it.

⚠️ Attention: This action cannot be undone, so be sure before deleting an organization.

✅ Organization name ✅ CNPJ ✅ Address, phones and emails ✅ Organization owner ✅ Custom tags ✅ Company status in the sales funnel

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📂 How to Configure the "Delete" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to delete an organization.

2. Add the Organizations block.

3. In right side panel, select the operation "Delete".

2️⃣ Fill in the Required Fields

• Organization ID (Required field) → Enter the unique identifier of the organization that will be removed.

3️⃣ Confirm the Action

⚠️ Important:

• Make sure the organization can be removed without impacting other processes.

• The system will not request extra confirmation before deletion, so check the data carefully.

4️⃣ Save the Configuration

After filling in the required field, click the "Save" ✅.

Now, whenever this automation is triggered, the organization will be removed from the system automatically.

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📌 Usage Example in an Automation Flow

📊 Scenario: You want to create a flow where, upon identifying that an organization has had no active interactions for more than 1 year, it is automatically deleted from the CRM.

1. Block 1 → Check organizations with last interaction more than 12 months ago.

2. Block 2 → Identify the ID of inactive organizations.

3. Block 3 → Automatically delete those organizations from the database.

Result: 🚀 The database will be kept clean by removing inactive records!

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🎉 Conclusion

The operation Delete Organization in Hablla Studio helps keep a more organized and up-to-date CRM by eliminating unnecessary or inactive records.

If you need more support, contact our team! 🚀