hubspot-audit

Run a comprehensive HubSpot CRM audit by executing the audit_portal.py script, which connects to your portal via the HubSpot API client to collect metrics across eight dimensions and outputs a prioritized Markdown report with actionable recommendations.

A HubSpot portal health check evaluates eight dimensions: database size, deliverability, data completeness, engagement health, duplicates, owner health, lists and workflows, and deal pipeline health, grading each area to surface prioritized remediation steps.

Yes, you can use this CRM audit script for HubSpot onboarding, quarterly health checks, and cleanup projects, applying the diagnostic process across contacts, companies, deals, and data quality to benchmark portal health.

Yes, you need the hubspot-api-client and python-dotenv dependencies installed in your Python environment to authenticate and automate the collection of CRM metrics for the diagnostic reporting workflow.

The best way to diagnose gaps in a HubSpot portal is to run an automated audit that collects metrics across eight critical dimensions, grades data completeness and engagement health, and generates an exportable Markdown report with prioritized cleanup steps.

The HubSpot audit script evaluates deal pipeline health and duplicate detection by collecting relevant CRM metrics via the API, grading the results, and outputting actionable recommendations directly within the generated Markdown report.