hubspot-audit
CommunityAudit HubSpot CRM health at a glance.
AuthorTomGranot
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Auditing a HubSpot portal can be time-consuming and error-prone when trying to assess data quality, engagement, ownership, and process health across eight critical dimensions. This skill automates the end-to-end audit, provides a clear benchmark, and surfaces prioritized remediation steps.
Core Features & Use Cases
- Full diagnostic audit across eight dimensions: database size, deliverability, data completeness, engagement health, duplicates, owner health, lists & workflows, and deal pipeline health.
- Generates a prioritized report with actionable recommendations suitable for onboarding new clients, quarterly health checks, and cleanup projects.
- Produces an exportable Markdown report and supports integration with a phased cleanup plan.
Quick Start
Run the audit_portal.py script to generate the HubSpot CRM audit report for your portal.
Dependency Matrix
Required Modules
hubspot-api-clientpython-dotenv
Components
scripts
💻 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: hubspot-audit Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#hubspot-audit Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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