cleanup-lead-owners
Cleanup Lead Owners
Remove departed employees from HubSpot and reassign their CRM records. Orphaned records with no active owner fall through the cracks.
Prerequisites
- HubSpot API token in
.env - Python with
hubspot-api-clientinstalled viauv - A list of current employees (to compare against HubSpot users)
- A default owner or round-robin assignment rule for orphaned records
Step-by-Step Instructions
Stage 1: Before — Identify Non-Employee Owners
from hubspot import HubSpot
api_client = HubSpot(access_token=os.getenv("HUBSPOT_API_TOKEN"))
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