cleanup-deals
Cleanup Deals
Standardize deal data to make pipeline reporting accurate. Test deals, missing amounts, and stale opportunities distort forecasts and pipeline metrics.
Prerequisites
- HubSpot API token in
.env - Python with
hubspot-api-clientinstalled viauv - Knowledge of which deal pipelines are active and which are synced from Salesforce
Important: Salesforce Sync Considerations
If deals are synced from Salesforce:
- Do NOT delete or modify synced deals without coordinating with the Salesforce admin.
- Changes in HubSpot may sync back to Salesforce and cause data loss.
- Identify synced deals by checking for the
hs_salesforceopportunityidproperty.
Step-by-Step Instructions
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