hubspot-audit
HubSpot CRM Database Audit
Run a full diagnostic audit of a HubSpot CRM portal. This skill collects metrics across eight dimensions, grades each one, and produces a prioritized report with actionable recommendations.
Setup
-
Get the API token. Check
.envforHUBSPOT_API_TOKEN. If it is not set, ask the user to provide their HubSpot private app API token and store it in.env:HUBSPOT_API_TOKEN=pat-na1-xxxxxxxx -
Install dependencies. Use
uv(not pip):uv pip install hubspot-api-client python-dotenv
More from tomgranot/hubspot-admin-skills
quarterly-database-cleanup
Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.
14enrich-company-name
Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
12create-icp-tiers
Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.
12delete-no-email-contacts
>
12cleanup-deals
Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.
11new-contact-hygiene-workflow
Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated company, and branches on completeness. Must be built manually in the HubSpot UI due to API limitations.
11