hubspot-audit

hubspot-audit

RevOps & Data
Tom Granot
A CRM diagnostic that collects metrics across eight dimensions, grades each one, and produces a report you can hand to whoever owns the cleanup.
REPO
TomGranot/hubspot-admin-skills
INSTALL
Claude Code plugin
NEEDS
HubSpot token
Last updated
August 4, 2026

Preview

hubspot-audit

What it is.

You add a HubSpot private app token to a dotenv file and run one script. It collects metrics across eight portal dimensions, grades each one, and writes a prioritized report into a reports folder.

Contacts, companies, deals, engagement, data quality and deliverability all get a grade, so the cleanup starts where it pays. The scripts resolve their own dependencies under uv, so nothing gets installed globally.

What you get.

  • Metrics across eight portal dimensions, each graded
  • A prioritized report written to a reports folder
  • Data quality and deliverability read alongside object counts
  • A repeatable quarterly health check
  • Scripts that resolve their own dependencies, with nothing installed globally
HOW TO USE IT

How to set it up.

1

Add the marketplace with /plugin marketplace add tomgranot/hubspot-admin-skills, then /plugin install hubspot-admin@hubspot-admin-skills.

2

Create a HubSpot private app token and put it in .env as HUBSPOT_ACCESS_TOKEN.

3

Create the reports directory before the first run, since the audit writes its output there.

4

Run the audit script with uv. The inline metadata resolves the dependencies, so no global install is needed.

5

Read the deliverability grade first if you send marketing email, because a bad one is costing you more than a messy property list.

6

Work the prioritized recommendations in order, and pair the cleanup with the other skills in the same plugin.

Pricing Plans

Free. MIT license.

A HubSpot account is a paid prerequisite. Checked against the repo in July 2026.

Use cases

Scoping a cleanup sprint

The portal is a mess and nobody knows where to start. Drop a private app token in the dotenv file and run the script, and the graded report tells you which dimension to clean first.

Deliverability before property lists

You send marketing email from the portal. Read the deliverability grade first when the report lands, because a bad one costs more than any untidy property list.

Proving the cleanup worked

A quarter of hygiene work just finished. Re-run the audit and compare the grades against the last report, which is the check the quarterly routine is built around.

A report for the owner

Someone else owns the follow-through. The audit writes a prioritized report into the reports folder as a file you hand over, with the recommendations already ordered.

Best for

Onboarding a client's CRM

Eight graded dimensions gives you a scoped picture in one run, which is a better first meeting than exploring the portal live.

A portal nobody has cleaned in two years

The grades tell you which dimension is worst, so the cleanup starts where it pays.

Quarterly hygiene

There is a quarterly routine in the same plugin, and the audit is what tells you whether it worked.

Read the source

Published by Tom Granot. Opens in a new tab.
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Questions about hubspot-audit

What does it need to run?
Does it change my data?
What does it grade?
Do I need to install Python packages?

Questions about RevOps & Data

What does a CRM audit usually find?
How often is a portal audit worth running?
Strengths
  • Grades each dimension instead of dumping metrics.
  • Includes deliverability, which most CRM audits treat as someone else's problem.
  • Scripts resolve their own dependencies, so the install leaves nothing behind.
  • Sits in a plugin with the cleanup skills the audit will point you at.
Limitations
  • It needs a HubSpot private app token, which means admin access.
  • HubSpot only. Another CRM needs another tool.
  • It reads and reports. The cleanup skills in the same plugin are the ones that change data, and those need care.
Skip this if
  • Skip it if you are not on HubSpot.

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