From hubspot-admin
Run a comprehensive HubSpot CRM database audit. Analyzes contacts, companies, deals, engagement, data quality, and deliverability. Use when starting a CRM cleanup, onboarding a new client, or performing quarterly health checks.
npx claudepluginhub tomgranot/hubspot-admin-skillsThis skill uses the workspace's default tool permissions.
Run a full diagnostic audit of a HubSpot CRM portal. This skill collects metrics across eight dimensions, grades each one, and produces a prioritized report with actionable recommendations.
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.
Mines high-value prospects from CRM lost/churned stages by cross-referencing LinkedIn data, Apify company scrapes, domain filters, and comms history for re-engagement.
Optimizes HubSpot CRM API performance using batch reads, minimal property requests, and caching to handle slow responses and high throughput.
Share bugs, ideas, or general feedback.
Run a full diagnostic audit of a HubSpot CRM portal. This skill collects metrics across eight dimensions, grades each one, and produces a prioritized report with actionable recommendations.
Get the API token. Check .env for HUBSPOT_API_TOKEN. If it is not set, ask the user to provide their HubSpot private app API token and store it in .env:
HUBSPOT_API_TOKEN=pat-na1-xxxxxxxx
Install dependencies. Use uv (not pip):
uv pip install hubspot-api-client python-dotenv
Create the output directory if it does not exist:
mkdir -p reports
Run queries for each of the following eight dimensions. Collect exact counts for every metric listed.
hs_email_hard_bounce_reason_enum is not empty)hs_email_bounce > 0 AND no hard bounce)hs_is_unworked or hs_email_optout = true)hs_email_last_send_date)email property)emailcompany (contact-level)industry (contact-level)country and/or statelifecyclestagehubspot_owner_idjobtitledomainindustrycity / state / countrydomainname and flag for manual review)amountclosedateThese details are critical for getting accurate results:
Null checks: Use the NOT_HAS_PROPERTY filter operator to find contacts where a property has never been set. HubSpot stores "never happened" as null (property absent), not as 0 or empty string.
{
"filterGroups": [{
"filters": [{
"propertyName": "hs_email_last_send_date",
"operator": "NOT_HAS_PROPERTY"
}]
}]
}
Search API pagination limit: The Search API returns a maximum of 10,000 results per query. If you expect more than 10K, segment queries by another property (e.g., createdate ranges, lifecycle stage, or first letter of email) and sum the results.
Deactivated owners: The Owners API does not return deactivated owners by default. Pass archived=True:
api_client.crm.owners.owners_api.get_page(archived=True)
Rate limiting: Private apps are limited to 100 requests per 10 seconds. Add a small delay between batch calls or use exponential backoff on 429 responses.
Engagement timestamps: Use hs_last_sales_activity_timestamp and notes_last_contacted for activity dating. hs_email_last_open_date and hs_email_last_click_date are useful for email engagement specifically.
Marketing contact status: The property hs_marketable_status indicates whether a contact is set as a marketing contact. This property is read-only via API.
Write a single Python script (scripts/audit_portal.py) that:
.envfrom hubspot import HubSpot
api_client = HubSpot(access_token=os.getenv("HUBSPOT_API_TOKEN"))
reports/hubspot-audit-{YYYY-MM-DD}.mdAssign a letter grade to each dimension based on severity:
| Grade | Meaning | Criteria |
|---|---|---|
| A | Healthy | < 5% of records affected |
| B | Minor issues | 5-15% of records affected |
| C | Needs attention | 15-30% of records affected |
| D | Significant problems | 30-50% of records affected |
| F | Critical | > 50% of records affected |
For dimensions without a simple percentage (e.g., Owner Health), use judgment based on the number of affected records and business impact.
Save the report to reports/hubspot-audit-{YYYY-MM-DD}.md with this structure:
# HubSpot CRM Audit Report
**Date:** YYYY-MM-DD
**Portal ID:** [portal-id]
## Executive Summary
| Dimension | Grade | Key Finding |
|-----------|-------|-------------|
| Database Size | B | ~XX,000 contacts, XX,000 companies |
| Email Deliverability | D | XX% hard bounced, XX% globally unsubscribed |
| Data Completeness | F | XX% missing email, XX% missing industry |
| Engagement Health | D | XX% never engaged, XX% inactive 12+ months |
| Duplicate Analysis | C | ~X,XXX duplicate company domains |
| Owner Health | F | X deactivated owners with XX,XXX assigned contacts |
| List & Workflow Health | B | XX unused lists, X stale workflows |
| Deal Pipeline Health | C | XX% deals missing amount, XX stale deals |
**Overall Grade: X**
## Priority Recommendations
1. **[CRITICAL] Delete contacts with no email** — XX,XXX contacts with no email address
are unbillable dead weight. Run `/delete-no-email-contacts`.
*Effort: 1 hour | Fully scriptable*
2. **[CRITICAL] Suppress hard bounced contacts** — XX,XXX hard bounces are destroying
sender reputation. Run `/suppress-hard-bounced`.
*Effort: 1 hour | Hybrid (API + workflow)*
3. **[HIGH] Reassign deactivated owner contacts** — XX,XXX contacts assigned to
X deactivated users. Run `/reassign-deactivated-owners`.
*Effort: 2 hours | Fully scriptable*
4. ...continue ranked by impact...
---
## Detailed Findings
### 1. Database Size
| Metric | Count | % of Total |
|--------|-------|------------|
| Total Contacts | XX,XXX | — |
| Total Companies | XX,XXX | — |
| Total Deals | X,XXX | — |
| Marketing Contacts | XX,XXX | XX% |
### 2. Email Deliverability
| Metric | Count | % of Contacts |
|--------|-------|---------------|
| Hard Bounced | X,XXX | XX% |
| Soft Bounced | X,XXX | XX% |
| Global Unsubscribes | X,XXX | XX% |
| Never Emailed | XX,XXX | XX% |
| Invalid Email Format | XXX | X% |
...continue for all 8 dimensions...
---
## Next Steps
Run `/hubspot-implementation-plan` to generate a phased cleanup plan based on these findings.
After generating the audit report, prescribe a specific ordered list of skills the user should run. Do not just present findings — tell the user exactly what to do next.
For each audit finding that scored C or worse, map it to the appropriate skill. Use this category-ordered lookup:
Database Hygiene (run first — billing and deliverability impact):
| Finding | Skill | Priority |
|---|---|---|
| Contacts missing email | /delete-no-email-contacts | P0 |
| Hard bounced contacts | /suppress-hard-bounced | P0 |
| Global unsubscribes | /suppress-global-unsubscribes | P0 |
| Ghost/never-engaged contacts | /suppress-ghost-contacts | P1 |
| Duplicate companies | /merge-duplicate-companies | P1 |
| Deactivated owners with contacts | /reassign-deactivated-owners | P1 |
Data Enrichment (run second — data quality):
| Finding | Skill | Priority |
|---|---|---|
| Missing company name | /enrich-company-name | P1 |
| Missing industry | /enrich-industry | P1 |
| Inconsistent geo data | /standardize-geo-values | P2 |
| Missing geo data | /backfill-geo-data | P2 |
| Missing/wrong lifecycle stage | /fix-lifecycle-stages | P1 |
| Unowned marketing contacts | /assign-unowned-contacts | P1 |
Segmentation & Scoring (run third — targeting):
| Finding | Skill | Priority |
|---|---|---|
| No ICP classification | /create-icp-tiers | P2 |
| No lead scoring | /build-lead-scoring | P2 |
| No segment lists | /build-smart-lists | P2 |
Automation Workflows (run fourth — prevention):
| Finding | Skill | Priority |
|---|---|---|
| No new-contact hygiene | /new-contact-hygiene-workflow | P2 |
| High disengagement rate | /engagement-suppression-workflow | P2 |
| No lifecycle automation | /lifecycle-progression-workflow | P3 |
| No bounce monitoring | /bounce-monitoring-workflow | P2 |
Ongoing Maintenance (run last — sustainability):
| Finding | Skill | Priority |
|---|---|---|
| Unused lists | /cleanup-lists | P3 |
| Unused forms | /cleanup-forms | P3 |
| Stale workflows | /cleanup-workflows | P3 |
| Dashboard clutter | /cleanup-dashboards | P3 |
| Deal pipeline issues | /cleanup-deals | P3 |
| Unused properties | /cleanup-properties | P3 |
After the audit report, present a numbered action list — not just findings. Format like this:
## Your Cleanup Prescription
Based on the audit, here are the skills you should run, in order:
### Immediate (this week)
1. `/delete-no-email-contacts` — X,XXX contacts with no email are inflating your bill
2. `/suppress-hard-bounced` — X,XXX hard bounces are hurting deliverability
3. `/suppress-global-unsubscribes` — X,XXX unsubscribes still counting as marketing contacts
### Next (weeks 2-3)
4. `/reassign-deactivated-owners` — X deactivated users still own X,XXX contacts
5. `/enrich-company-name` — XX% of contacts missing company name
6. `/fix-lifecycle-stages` — X,XXX contacts in invalid lifecycle stages
...
### Later (weeks 4-6)
7. `/create-icp-tiers` — No ICP classification exists yet
8. `/build-lead-scoring` — No scoring model in place
...
If the audit reveals a problem that no existing skill covers, do the following:
Tell the user clearly: "This audit found an issue that isn't covered by any existing skill: [description]."
Offer to create it on the spot: "I can create a new skill for this right now. It would be called /[suggested-name] and would handle [brief description]."
Ask about contributing upstream: "Would you like to contribute this new skill back to the community? If yes, I'll:
skills/[name]/SKILL.mdtomgranot/hubspot-admin-skillsThis helps everyone who uses these skills in the future."
If the user agrees, create the skill following the standard SKILL.md format, commit it, and open the PR.
If the user declines the upstream contribution, still create the skill locally so they can use it.
End with:
Ready to start? Run `/hubspot-implementation-plan` to generate a full phased plan,
or jump straight to the first skill: `/delete-no-email-contacts`.
/hubspot-implementation-plan for the full phased plan