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Fix Lifecycle Stages

技能 警告 活跃

Ensure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records stuck at disallowed stages, and creates prevention workflows to stop future gaps.

目的

Ensure all contacts and companies have appropriate lifecycle stages for reliable CRM reporting and segmentation, by fixing existing gaps and preventing future ones.

功能

  • Audits missing and disallowed lifecycle stages
  • Fixes records stuck at disallowed stages
  • Sets missing stages based on company context
  • Provides Python scripts for automated execution
  • Creates prevention workflows for ongoing data hygiene

使用场景

  • When CRM reports are inaccurate due to missing lifecycle stages
  • To clean up records stuck in outdated or incorrect lifecycle stages
  • To establish automated processes for maintaining data integrity in HubSpot
  • To ensure proper segmentation and lead scoring by standardizing lifecycle stages

非目标

  • Managing other HubSpot CRM properties beyond lifecycle stages
  • Performing complex data enrichment beyond what's needed for lifecycle stage assignment
  • Directly creating or managing HubSpot deals or workflows (though it guides their creation)

Maintenance

  • critical:Commit recencyThe last commit was on 2026-03-26, over 1.5 months ago. This indicates potential unmaintenance.

Trust

  • info:Issues Attention0 issues opened and 1 closed in the last 90 days indicates low recent activity but no active backlog.

Scope

  • info:Dry-run previewWhile there isn't a direct '--dry-run' flag for the entire script, the 'before.py' script acts as a comprehensive preview by auditing the exact state and number of records to be modified, serving a similar purpose.

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

警告
75 /100
1 day ago 分析

信任信号

最近提交about 2 months ago
星标21
许可证MIT
状态
查看源代码