reassign-deactivated-owners

Community

Reassign deactivated owners to active owners.

AuthorTomGranot
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Reassign contacts and companies from deactivated owners to active owners to prevent orphaned records and stalled follow-up.

Core Features & Use Cases

  • Automated detection of deactivated owners and portfolio impact, enabling informed reassignment.
  • Batch reassignment via HubSpot Owners API and Batch Update API with multi-pass handling for large datasets.
  • Territory analysis to inform ownership decisions and preserve historical context with optional tracking.

Quick Start

Set HUBSPOT_ACCESS_TOKEN in the environment, run the before state analysis to identify deactivated owners, then run the execute script to reassign their assets to a chosen active owner.

Dependency Matrix

Required Modules

requestspython-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: reassign-deactivated-owners
Download link: https://github.com/TomGranot/hubspot-admin-skills/archive/main.zip#reassign-deactivated-owners

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