Cleanup Lead Owners
Skill ActiveRemove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.
To automate the process of cleaning up HubSpot CRM data by removing departed employees and reassigning their records to ensure data integrity and continuous operations.
Features
- Remove non-employee users from HubSpot
- Reassign orphaned contacts, companies, and deals
- Utilize Python scripts for execution
- Integrate with HubSpot API for data manipulation
Use Cases
- When an employee leaves the company, ensuring their HubSpot records are reassigned.
- Performing regular CRM hygiene to maintain data accuracy.
- Cleaning up orphaned records that result from user departures.
Non-Goals
- Managing active employee HR offboarding processes.
- Performing data enrichment or deduplication beyond record reassignment.
- Handling user role or permission changes for active employees.
Documentation
- warning:Configuration & parameter referenceThe skill mentions a HubSpot API token in `.env` but does not specify its required scopes or how to verify its successful setup.
Maintenance
- warning:Dependency ManagementThe skill uses the `hubspot-api-client` and `uv`, but there are no explicit measures for vulnerability checking or automated updating of these dependencies.
Security
- warning:Secret ManagementThe skill requires a HubSpot API token stored in `.env`, but there are no explicit instructions on how to secure this token or handle it safely, nor is there confirmation that it's not echoed in output.
- warning:Unguarded Destructive OperationsThe skill performs destructive operations (reassigning records, deactivating users) but lacks explicit confirmation prompts or a dry-run mode before execution.
Execution
- warning:ValidationWhile the Python script uses the `hubspot-api-client`, there are no explicit mentions of input validation against specific schemas for API calls or parameter constraints.
- warning:Pinned dependenciesThe skill mentions installing `hubspot-api-client` via `uv` but does not specify version pinning or provide a lockfile, potentially leading to dependency drift.
Code Execution
- warning:Error HandlingThe provided Python snippets do not show explicit error handling for API calls or potential script failures, which could lead to opaque error messages.
- warning:LoggingThere is no mention of logging actions or outcomes to an audit file, making it difficult to review executed operations.
Compliance
- info:GDPRThe skill operates on HubSpot CRM data, which may contain personal data, but does not explicitly state how this data is sanitized before or during processing.
Errors
- warning:Actionable error messagesThe SKILL.md does not detail specific error messages or remediation steps for potential failures in the Python scripts or HubSpot API interactions.
Scope
- warning:Dry-run previewThe skill performs destructive operations (reassigning records, deactivating users) but does not offer a dry-run mode to preview changes before execution.
Installation
First, add the marketplace
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skillsQuality Score
Trust Signals
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