Configuring data deletion settings
Data deletion settings allow you to automatically remove old leads and calendar events based on configurable strategies — keeping your database efficient and aligned with data retention policies.
TL;DR
Go to Account → Data deletion settings. Two types: Lead deletion strategies (per campaign, time-based with optional criteria) and Calendar deletion strategies (how long calendar events are kept — default 5 years after event ends). Deletion = complete removal. Use anonymization rules if you want to keep records but remove PII.
2 things to configure
Lead deletion strategies
Click New lead deletion strategy. Select campaign, set a name and whether to activate immediately. Configure the trigger: delete leads N years/months after one of these events:
- Latest update (any field change, status change, calendar event, comment, etc.)
- Created at
- Anonymized at
- Current status set at
Optionally add criteria (e.g. "has had status X", "has no calendar events") to restrict which leads are deleted. The interface shows a live count of matching leads.
Calendar deletion strategies
Click Edit in the calendar strategies section. Choose how long calendar events are retained after they end. Default is 5 years. Available periods range from 1 month to 10 years. Calendar events are deleted based on when they ended, not when they were created.
Common searches
data deletion • delete old leads • calendar retention • lead cleanup • automatic deletion • GDPR deletion strategy
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