Deleting call recordings or any data piece from Your HubSpot CRM usually happens due to three primary reasons:
1. Compliance: Agencies may have to comply with local, state, or federal regulations regarding call recording retention. Once the retention period is over, companies may delete call recordings to stay compliant.
2. Privacy: Certain recorded conversations may contain sensitive or personal information, such as credit card details or healthcare information. In such cases, companies may delete the recordings to protect the privacy of their customers.
3. Cleanup: In some cases, companies may delete recordings to keep their CRM clean and organized, removing outdated, irrelevant, or unwanted records.
How to Delete Call Recordings from HubSpot
HubSpot agencies regularly do cold calling from their HubSpot account or have set up their CRM to receive calls. They save their call recordings in the CRM, which pile up with time.
When that happens, you won’t remember what was in that call because many calls will be piled up. You must listen to each call recording again to know which one to keep and which to delete. You can do that manually. This is the only way to delete the call recordings.
HubSpot users cannot set up automatic deletion of call recordings. There’s no workflow designed to delete activity records by default.
Or, you can have a process in which your representatives save the important information discussed in the call and the need for further processing. Within a certain amount of time, you delete the recording. But you must do it using a HubSpot API and build your internal app.
Here’s a Product Idea: You can build an app in HubSpot that deletes the call recordings after 48 or 72 hours. Upload it to the marketplace and let other HubSpot users also use it.
AvantaHub HubSpot experts can help you build apps to accomplish tasks that are unavailable by default in HubSpot. Later on, you can list those apps in the HubSpot marketplace. Get in touch with us today to know about this.
