hubspot-crm-data-hygiene

HubSpot CRM Data Hygiene

Identify cleanup needs across contacts, companies, deals, and tickets. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.

Workflow

1. Call get_user_details and confirm read access to the requested object types.
2. Clarify issue classes: missing fields, stale records, duplicate-like records, owner gaps, associations, lifecycle/stage issues, or imports.
3. Discover properties with search_properties: contact email/phone/company/owner/lifecycle; company name/domain/website/owner; deal stage/pipeline/amount/close date; ticket subject/stage/priority/category/owner.
4. Use get_properties for enums, then search_crm_objects count queries with NOT_HAS_PROPERTY, HAS_PROPERTY, filters, and associatedWith.
5. For duplicate-like checks, prefer strong keys: contact email, company domain/website, phone, or deal name plus associated company. If aggregation is unavailable, sample and say so.
6. Fetch examples with get_crm_objects only when current values affect cleanup.

Issue Classes

• Missing routing or identity fields.
• Stale activity, old modified dates, past close dates, or unresolved ticket age.
• Broken associations, inconsistent lifecycle/stage values, or duplicate-like records sharing strong identifiers.

Output

Return coverage, top issues with counts, example URLs, why each issue matters, recommended fix, cleanup backlog, human-review items, and caveats. Do not auto-merge duplicates or overwrite fields. For writes, use the core confirmation table.