Claude Code skills for auditing, cleaning, enriching, and automating your HubSpot CRM
Install
npx skills add TomGranot/hubspot-admin-skillsgh skill install TomGranot/hubspot-admin-skillsgit clone --depth 1 https://github.com/TomGranot/hubspot-admin-skillsSkills in this collection
- Assign Unowned ContactsTom GranotAssign an owner to marketing contacts that have no owner. Ensures every marketable contact has accountability for follow-up, proper lead routing, and accurate owner-based reporting.
- Audit API UsageTom GranotInventory the integrations, service keys, legacy private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1-v4 endpoints or legacy app architecture ahead of HubSpot's 2027 cutoffs. Produces a migration checklist to date-based API versions and service keys.
- Backfill Geo DataTom GranotEnrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.
- Bounce Monitoring WorkflowTom GranotBuild a workflow to protect sender reputation through automated bounce monitoring. Auto-suppresses contacts above a configurable bounce threshold, alerts on hard bounces, and flags high-bounce contacts for weekly manual review.
- Build Lead ScoringTom GranotCreate a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring tool. Replaces the deprecated HubSpot Score property.
- Build Smart ListsTom GranotCreate foundational segmented lists for marketing and sales operations via the Lists API, plus advanced UI-built segments: a master sendable list, ICP-based lists, persona lists, and engagement lists. All active (dynamic) lists.
- Cleanup DashboardsTom GranotAudit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.
- Cleanup DealsTom GranotFind past-due, stale, incomplete, unexplained-loss, and likely test deals, then route each owner's flagged deals to them as one review task. Never bulk-closes deals; deletes only test deals a person marked in a reviewed CSV. Skips Salesforce-synced deals.
- Cleanup FormsTom GranotAudit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any page, and test forms left over from development.
- Cleanup Lead OwnersTom GranotRemove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.
- Cleanup ListsTom GranotAudit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by any workflow or email, and overlapping list criteria.
- Cleanup PropertiesTom GranotArchive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp properties, and obsolete form fields.
- Cleanup WorkflowsTom GranotAudit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled contacts, workflows turned off for 90+ days, and test workflows.
- Connect Hubspot Agent CliTom GranotInstall and connect HubSpot's Agent CLI so Claude Code can run bulk and administrative HubSpot operations directly from the terminal: JSONL bulk writes, deletes, property and pipeline management, and workflow CRUD, with dry runs. Covers user versus service key mode, safe-use rules, and how the CLI fits beside MCP and this repo's scripts.
- Connect Hubspot MCPTom GranotConnect Claude to HubSpot's official remote MCP server for conversational CRM lookups, spot-checks, and small confirmed edits. Covers the MCP connector setup with OAuth and PKCE, what the server's tools can and cannot do, and when to use MCP versus the Agent CLI versus this repo's scripts.
- Create Icp TiersTom GranotClassify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.
- Create Segment ListsTom GranotCreate business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.
- Delete No Email ContactsTom GranotDelete contacts with no email address from a HubSpot CRM instance. These contacts cannot receive any communication and inflate billing. Fully automated via the HubSpot CRM Search and Batch Archive APIs.
- Engagement Suppression WorkflowTom GranotBuild a two-tier sunset workflow that re-engages dormant contacts before suppressing them. Tier 1 triggers a re-engagement campaign after a configurable inactivity window. Tier 2 suppresses contacts that fail to re-engage within a configurable re-engagement window.
- Enrich Company NameTom GranotPopulate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. Ensures contacts inherit their company name for segmentation, personalization, and ICP classification.
- Enrich IndustryTom GranotBackfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.
- Fix Lifecycle StagesTom GranotEnsure 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.
- Hubspot AuditTom GranotRun a full, read-only HubSpot portal audit covering both the marketing and sales sides: database, deliverability, engagement, owners, pipelines, deal quality, and follow-up. Grades each dimension and prescribes the skills that fix what it finds. Use when starting a CRM cleanup, onboarding a new portal, or running a quarterly health check.
- Hubspot Implementation PlanTom GranotGenerate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Works from a full, marketing, or sales audit report. Use after running /hubspot-audit, /hubspot-marketing-audit, or /hubspot-sales-audit.
- Hubspot Marketing AuditTom GranotAudit the marketing side of a HubSpot portal: email deliverability, contact data completeness, engagement, lifecycle consistency, and list, workflow, and form sprawl. Read-only. Use when marketing ops owns the cleanup, before a re-engagement or migration project, or when the marketing contact bill keeps climbing.
- Hubspot Sales AuditTom GranotAudit the sales side of a HubSpot portal: pipeline configuration, deal data quality, stale and past-due deals, ownership and handoff gaps, and overdue follow-up. Read-only. Use when the forecast is not trusted, before a pipeline redesign or a new sales leader's first review, or when reps and reports disagree about what is in the pipeline.
- Lifecycle Progression WorkflowTom GranotBuild 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).
- Merge Duplicate CompaniesTom GranotIdentify duplicate company records by domain and name, export audit CSVs for review, and guide merging. API for discovery, third-party tools or manual UI for merging (HubSpot has no bulk merge API).
- New Contact Hygiene WorkflowTom GranotBuild a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage via the v4 Automation API, copies company name and industry from the associated company (UI step), and branches on completeness.
- Quarterly Database CleanupTom GranotRun a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.
- Reassign Deactivated OwnersTom GranotReassign 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.
- Review Bounced ContactsTom GranotWeekly 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.
- Sandbox Self TestTom GranotVerify the entire toolkit against a disposable HubSpot developer test account or sandbox that you bring: seed synthetic fixtures, run every scripted skill's read path, exercise end-to-end and API round-trip cases, produce a graded report, and tear everything down. Hard-refuses to run against production.
- Standardize Geo ValuesTom GranotConvert inconsistent country and state/region formats to standardized values across contacts and companies. Ensures geographic segmentation works reliably.
- Suppress Ghost ContactsTom GranotIdentify and suppress ghost contacts who received marketing emails but never opened any. These contacts destroy sender reputation and deliverability. Hybrid approach: API for discovery, manual UI for suppression.
- Suppress Global UnsubscribesTom GranotIdentify and suppress globally unsubscribed contacts to ensure legal compliance and reduce billing. Hybrid approach: API for discovery and audit, manual UI for suppression (hs_marketable_status is read-only).
- Suppress Hard BouncedTom GranotIdentify and suppress hard-bounced contacts to protect email sender reputation. Hybrid approach: API for discovery and audit, manual UI for suppression (hs_marketable_status is read-only via API).
- Waterfall Enrich ContactsTom GranotEnrich HubSpot contacts (email, phone, job title) through an external enrichment provider and write results back safely. Pluggable provider adapters with FullEnrich waterfall enrichment as the default; Apollo, Hunter, and Dropcontact included; bring your own via a template.
- Weekly Cleanup RoutineTom GranotA 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.
- Workflows As CodeTom GranotExport all HubSpot workflows to versioned JSON files via the v4 Automation API, diff exports over time, and restore or recreate workflows from JSON. Treats workflow definitions like code: backed up, reviewable, and recoverable.