Skills
.Work. You
Rest

cleanup-lead-owners

Community

Reassign departed owners and reclaim ownership.

Data & Analytics#hubspot#data-hygiene#offboarding#crm-data#ownership-cleanup#record-reassignment
AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Reassigns ownership from departed HubSpot users to active owners to prevent orphaned records and ensure data continuity.

Core Features & Use Cases

  • Reassign ownership of contacts, companies, and deals from non-employees to active owners using a defined policy (round-robin or rules-based routing).
  • Deactivate former user accounts in HubSpot to prevent access while preserving historical ownership.
  • Pairs with the assign-unowned-contacts skill to handle any orphaned records and maintain complete ownership hygiene.
  • Use Case: When a team member leaves, run this skill to automatically reassign their owned records and streamline offboarding.

Quick Start

Remove departed HubSpot users and reassign their records to an active owner.

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-lead-owners
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#cleanup-lead-owners

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

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.