Delete CRM Entity Item Step

Use the Delete CRM Entity Item step to delete an entity item. Before adding the Delete CRM Entity Item step to a workflow, you first need to create a reference to the item that you want to delete. Use the Create CRM Entity Item step or the Get CRM Entity Item Reference step to create a reference. For example, a Client entity item is deleted after the deactivation of the client is approved.

Configure your CRM server during setup. Once setup is complete, most entity types from the CRM server can be used with K2. For more information, see Integration with your CRM Server.

Drag the Delete CRM Entity Item step from the CRM category, Favorites bar, or the Recent category onto the canvas.

Example of a Delete CRM Entity Item step in a workflow