Hubspot Admin Skills

Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.

Audit 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.

Audit 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.

Run 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.

Inventory the integrations, private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1-v4 endpoints ahead of HubSpot's March 30, 2027 end of support. Produces a migration checklist to date-based API versions.

Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for targeted campaigns aligned with ICP verticals.

Classify 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.

Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external data providers, or IP-based geolocation.

Create 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.

Audit 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.

Verify 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.

Export 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.

Create a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring tool. Replaces the deprecated HubSpot Score property.

Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is available.

Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp properties, and obsolete form fields.

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.

Connect Claude Code to HubSpot's official remote MCP server for natural-language CRM reads and writes. Covers OAuth setup, scope selection, verification, and when to use MCP versus this repo's API scripts.

Populate 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.

Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppression, and analytics.

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.

Identify 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).

Convert inconsistent country and state/region formats to standardized values across contacts and companies. Ensures geographic segmentation works reliably.

A 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.

Assign 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.

Weekly 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.

Identify 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.

Delete 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.

Identify 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).

Enrich 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.

Build 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.

Run 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.

Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and automation feasibility. Use after running /hubspot-audit.

Reassign 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.

Build 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.

Identify 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).

Build 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).

Build 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.