Overview
We're sorry to see you go, and we want to ensure your transition away from 6sense is smooth and predictable. This guide provides a clear checklist of recommended actions to complete before your contract end date. Following these steps helps ensure your data, integrations, and internal systems are cleanly wrapped up.
Offboarding Steps to Consider
1. Disconnect Integrations
To prevent unnecessary data syncs or API errors after your contract expires, disconnect any integrations currently connected to 6sense.
Common integrations to review:
CRM (Salesforce, Dynamics, HubSpot)
MAP (Marketo, HubSpot, Eloqua, Pardot)
Ad platforms
Web analytics tools
Recommended actions:
Disable API keys or OAuth connections.
Remove 6sense-specific workflows, automations, and triggers.
Validate that downstream systems will not error or orphan records after the disconnection.
2. Download Any Reporting You Wish to Retain
Once your contract ends, access to the 6sense platform—and associated reporting—will be removed in accordance with the terms of your agreement with us. We recommend downloading any data you may need for internal analysis or archival.
Common items to export:
Segments
Keyword performance and intent keyword trends
Advertising data (campaign performance, spend, impressions, conversions)
Platform usage reports
Remaining credits / credit consumption history
Tip: Organize exports by team (Marketing, RevOps, Sales) to ensure all stakeholders have what they need.
3. Leverage Any Remaining Credits
If you have unused credits (Advertising, DMP, data enrichment, etc.), ensure they are used before your contract end date. After termination, unused credits typically expire.
Consider:
Running final ad campaigns
Completing any planned plays
Reviewing or exporting any remaining insights tied to credit usage
4. Clean Up Custom Fields in Your CRM
If your CRM has custom fields or metadata created specifically for 6sense, we recommend cleaning these up to maintain data quality.
Common CRM cleanup tasks:
Remove or hide unused 6sense-related fields (scores, segments, intent signals, etc.).
Deactivate 6sense-specific validation rules, flows, or automations.
Archive dashboards and reports referencing 6sense data.
Ensure no internal processes rely on 6sense data post-disconnection.
5. Review Data Deletion Timeframes
Understand when and how 6sense will delete or anonymize your data. We typically recommend that you double check your agreement terms with us on how we handle your data after termination.
Other typical items to confirm:
Retention period for activity logs
Deletion schedule for synced CRM/MAP data
Data stored for advertising or modeling
Timing for complete removal of account-level data from 6sense systems
6. Review the Opt-Out Report and Remove Relevant Contact Records
If you access the 6sense Contact Database, then before your contract ends, we strongly recommend reviewing the Opt-Out List in 6sense and coordinating with your Operations or Compliance team to ensure appropriate downstream cleanup.
The Opt-Out Report contains contacts who have opted out of tracking or processing in accordance with applicable privacy regulations and is required compliance as part of the agreement you have with 6sense.
Recommended actions:
Access and export the Opt-Out Report from the 6sense platform.
Share the exported list with your Marketing Operations, RevOps, or Compliance teams.
Confirm that any applicable contact records have been:
Removed, suppressed, or flagged in your CRM and marketing automation systems
Excluded from active campaigns, workflows, and outreach tools
Validate that internal processes for honoring opt-out requests remain in place after 6sense access is removed.
Note: Customers are responsible for ensuring opt-out requests are honored across their internal systems.
Need Assistance?
If you have questions or need help completing any of the steps above, your 6sense Customer Success Manager can guide you through the transition.
FAQ
When will you delete our account?
Deletion of your account and all of the data within your 6sense instance is handled in accordance with your data. Our standard terms of service provide thirty (30) days after termination of the agreement to retrieve your data. After the retrieval period is complete, 6sense will proceed with deleting your account.
Can you provide a Certificate of Deletion?
Yes, unless it states otherwise in your contract, a certificate is available upon request. Please reach out to privacy@6sense.com for more information.