HubSpot CRM Database Audit
Skill AktivRun 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.
To provide a deep diagnostic audit of a HubSpot CRM portal, identify data quality issues, and generate a prioritized report with actionable recommendations for cleanup and optimization.
Funktionen
- Comprehensive CRM data audit
- Analysis across 8 dimensions (size, deliverability, completeness, engagement, duplicates, owner health, list/workflow health, deal pipeline)
- Graded findings (A-F) with severity ratings
- Prioritized recommendations mapped to specific skills
- Generates a detailed markdown audit report
Anwendungsfälle
- Starting a CRM cleanup initiative
- Onboarding a new client with an existing HubSpot instance
- Performing quarterly or annual CRM health checks
- Identifying areas for data quality improvement
Nicht-Ziele
- Executing the cleanup or enrichment tasks directly (this skill only audits)
- Automating HubSpot workflows or lead scoring models
- Providing real-time CRM monitoring
- Managing HubSpot API credentials beyond loading from `.env`
Workflow
- Get API token and store in `.env`
- Install Python dependencies using `uv`
- Create output directory for reports
- Run the Python script to initiate the audit
- Collect metrics across eight dimensions
- Compute letter grades for each dimension
- Render a markdown report
- Save the report to `reports/hubspot-audit-{YYYY-MM-DD}.md`
Praktiken
- Data Auditing
- CRM Administration
- Data Quality Assessment
Voraussetzungen
- Claude Code installed
- HubSpot account with API access (private app token)
- Python 3.10+ with `uv` installed
Documentation
- info:Configuration & parameter referenceThe SKILL.md details the need for a HUBSPOT_API_TOKEN and mentions it's stored in `.env`, but lacks explicit documentation on other potential parameters or configuration precedence if other methods were supported.
Maintenance
- warning:Dependency ManagementThe skill relies on external Python packages ('hubspot-api-client', 'python-dotenv') installed via `uv`, but there's no explicit lockfile or mechanism described for managing dependency updates or vulnerabilities.
Code Execution
- info:ValidationThe SKILL.md mentions using regex for email validation and specific filter operators for HubSpot API calls, but it does not explicitly state the use of a schema validation library for all inputs and outputs.
- info:Error HandlingThe SKILL.md mentions collecting results and computing grades, implying some error handling for API calls, but it does not explicitly detail structured error reporting or fail-closed behavior for the script.
Compliance
- info:GDPRThe skill operates on HubSpot CRM data, which may contain personal data. While it generates a report, it does not explicitly detail sanitization steps before LLM processing or submission to third parties.
Errors
- info:Actionable error messagesThe SKILL.md outlines API technical notes and setup steps, implying some error handling, but does not explicitly detail user-facing error messages with remediation steps for script failures.
Execution
- warning:Pinned dependenciesWhile `uv` is recommended for installation, the skill does not provide a lockfile (`uv.lock` or `requirements.txt` with pinned versions) for its dependencies, risking instability with future updates.
Practical Utility
- info:Edge casesThe SKILL.md mentions API technical notes like pagination limits, null checks, and rate limiting, which hint at edge case considerations, but detailed failure modes and recovery steps are not explicitly documented for the script's execution.
Safety
- info:Halt on unexpected stateThe setup instructions imply that a valid API token and correct dependencies are required, but there's no explicit mention of halting the workflow and reporting on unexpected pre-state like a dirty working tree.
Installation
Zuerst Marketplace hinzufügen
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skillsQualitätspunktzahl
Vertrauenssignale
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