Cleanup Lead Owners
技能 活跃Remove 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.
功能
- Remove non-employee users from HubSpot
- Reassign orphaned contacts, companies, and deals
- Utilize Python scripts for execution
- Integrate with HubSpot API for data manipulation
使用场景
- 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.
非目标
- 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.
安装
请先添加 Marketplace
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skills质量评分
类似扩展
Lifecycle Progression Workflow
100Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a specific event (score threshold, meeting booked, deal created, deal won).
Reassign Deactivated Owners
99Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owners API and Batch Update API. Includes territory analysis for informed reassignment decisions.
Cleanup Dashboards
100Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.
Enrich Contact Industry
99Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.
Weekly Cleanup Routine
98A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data quality sampling. Quick early warning system, not a comprehensive audit.
Review Bounced Contacts
98Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged contact. Prevents over-suppression while removing truly bad data.