Our HubSpot portal is a mess and we do not know where to start

You cannot prioritize what you have not measured. The audit runs read-only API queries across eight dimensions — size, deliverability, completeness, engagement, duplicates, owners, lists and workflows, pipeline — grades each A–F, and prescribes the exact skill to run for every finding.

Fix it with one command

The hubspot-audit skill walks Claude Code through the entire fix — audit, CSV baseline, execution, and verification. Ready-to-run Python scripts included.

/plugin marketplace add tomgranot/hubspot-admin-skills
/plugin install hubspot-admin@hubspot-admin-skills
/hubspot-audit

See the full hubspot-audit skill

Frequently asked questions

Is the audit safe to run on production?

Yes — it is read-only: searches and counts, no writes. It produces a markdown report and an ordered cleanup prescription.

How long does a HubSpot portal audit take?

The scripted audit typically runs in minutes even on six-figure databases; the Search API’s 10,000-result cap is handled by segmented queries.

More audit & planning skills

/audit-api-usage

Inventory the integrations, private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1-v4 endpoints ahead of HubSpot's March 30, 2027 end of support. Produces a migration checklist to date-based API versions.

/connect-hubspot-mcp

Connect Claude Code to HubSpot's official remote MCP server for natural-language CRM reads and writes. Covers OAuth setup, scope selection, verification, and when to use MCP versus this repo's API scripts.

/hubspot-implementation-plan

Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Use after running /hubspot-audit.