tomgranot/hubspot-admin-skills

1

hubspot-audit Run a comprehensive HubSpot CRM database audit. Analyzes contacts, companies, deals, engagement, data quality, and de…

tomgranot/hubspot-admin-skills

34

2

quarterly-database-cleanup Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, e…

tomgranot/hubspot-admin-skills

34

3

build-lead-scoring Create a comprehensive lead scoring model with separate Fit and Engagement scores using HubSpot's new Lead Scoring to…

tomgranot/hubspot-admin-skills

28

4

build-smart-lists Create foundational segmented lists for marketing and sales operations via the Lists API, plus advanced UI-built segm…

tomgranot/hubspot-admin-skills

28

5

create-icp-tiers Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Cr…

tomgranot/hubspot-admin-skills

28

6

delete-no-email-contacts Delete contacts with no email address from a HubSpot CRM instance. These contacts cannot receive any communication an…

tomgranot/hubspot-admin-skills

28

7

enrich-company-name Populate missing contact company name fields from associated company records using a HubSpot workflow with optional A…

tomgranot/hubspot-admin-skills

28

8

fix-lifecycle-stages Ensure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records …

tomgranot/hubspot-admin-skills

28

9

lifecycle-progression-workflow Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Custom…

tomgranot/hubspot-admin-skills

28

10

new-contact-hygiene-workflow Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage via the v4 Au…

tomgranot/hubspot-admin-skills

28

11

weekly-cleanup-routine A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list gro…

tomgranot/hubspot-admin-skills

28

12

assign-unowned-contacts Assign an owner to marketing contacts that have no owner. Ensures every marketable contact has accountability for fol…

tomgranot/hubspot-admin-skills

27

13

backfill-geo-data Enrich missing geographic data (country, state, city) on contacts and companies using HubSpot workflows, external dat…

tomgranot/hubspot-admin-skills

27

14

bounce-monitoring-workflow Build a workflow to protect sender reputation through automated bounce monitoring. Auto-suppresses contacts above a c…

tomgranot/hubspot-admin-skills

27

15

cleanup-dashboards Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be per…

tomgranot/hubspot-admin-skills

27

16

cleanup-deals Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates wit…

tomgranot/hubspot-admin-skills

27

17

cleanup-forms Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not em…

tomgranot/hubspot-admin-skills

27

18

cleanup-lead-owners Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the ass…

tomgranot/hubspot-admin-skills

27

19

cleanup-lists Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists…

tomgranot/hubspot-admin-skills

27

20

cleanup-properties Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies S…

tomgranot/hubspot-admin-skills

27

21

cleanup-workflows Audit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled …

tomgranot/hubspot-admin-skills

27

22

create-segment-lists Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. …

tomgranot/hubspot-admin-skills

27

23

engagement-suppression-workflow Build a two-tier sunset workflow that re-engages dormant contacts before suppressing them. Tier 1 triggers a re-engag…

tomgranot/hubspot-admin-skills

27

24

enrich-industry Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segm…

tomgranot/hubspot-admin-skills

27

25

hubspot-implementation-plan Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes w…

tomgranot/hubspot-admin-skills

27

26

merge-duplicate-companies Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging. API for disco…

tomgranot/hubspot-admin-skills

27

27

reassign-deactivated-owners Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owner…

tomgranot/hubspot-admin-skills

27

28

review-bounced-contacts Weekly manual review of contacts with 3+ bounce events. Decide whether to delete or attempt recovery for each flagged…

tomgranot/hubspot-admin-skills

27

29

standardize-geo-values Convert inconsistent country and state/region formats to standardized values across contacts and companies. Ensures g…

tomgranot/hubspot-admin-skills

27

30

suppress-ghost-contacts Identify and suppress ghost contacts who received marketing emails but never opened any. These contacts destroy sende…

tomgranot/hubspot-admin-skills

27

31

suppress-global-unsubscribes Identify and suppress globally unsubscribed contacts to ensure legal compliance and reduce billing. Hybrid approach: …

tomgranot/hubspot-admin-skills

27

32

suppress-hard-bounced Identify and suppress hard-bounced contacts to protect email sender reputation. Hybrid approach: API for discovery an…

tomgranot/hubspot-admin-skills

27

33

connect-hubspot-mcp Connect Claude Code to HubSpot's official remote MCP server for natural-language CRM reads and writes. Covers OAuth s…

tomgranot/hubspot-admin-skills

10

34

audit-api-usage Inventory the integrations, private apps, and internal tooling that call HubSpot APIs, and flag anything on legacy v1…

tomgranot/hubspot-admin-skills

8

35

sandbox-self-test Verify the entire toolkit against a disposable HubSpot developer test account or sandbox that you bring: seed synthet…

tomgranot/hubspot-admin-skills

8

36

waterfall-enrich-contacts Enrich HubSpot contacts (email, phone, job title) through an external enrichment provider and write results back safe…

tomgranot/hubspot-admin-skills

8

37

workflows-as-code Export all HubSpot workflows to versioned JSON files via the v4 Automation API, diff exports over time, and restore o…

tomgranot/hubspot-admin-skills

8