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cleanup-deals

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Standardize deals, remove test data.

Marketing & Sales#audit#cleanup#pipeline#hubspot#data-quality#deals#sales-ops
AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

HubSpot deal data is often polluted by test deals, incomplete amounts or close dates, and stale opportunities. This Skill standardizes pipelines, cleans data quality, and aligns with Salesforce sync rules to keep forecasts accurate.

Core Features & Use Cases

  • Audit and identify deals with test or demo names, missing amount, or missing close date.
  • Remove test data and clean up stale deals while respecting Salesforce-sync boundaries.
  • Standardize pipeline stages and prune unused pipelines to simplify reporting.
  • After cleanup, verify changes and provide a rollback path if needed.

Quick Start

Run the cleanup-deals skill to audit deal data and apply standardized fixes in HubSpot.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: cleanup-deals
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#cleanup-deals

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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