Know your portal before it breaks

Run the most comprehensive audit available for HubSpot users and get a details and practical report your team can use this week. Or have us review the report and guide you on what can be fixed.

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How the audit session flows

Fast to run, easy to act on

1
🔗 ~2 min

Connect

Secure connection to HubSpot.

2
🔍 Auto

Scan

Portal checks run across data, workflows, permissions.

3
📄 Immediate

Review

Issues are grouped by urgency and business impact.

4
Guided

Fix

Your team starts with the highest-value cleanup first.

What we inspect

This is focused on operational risk and revenue visibility, not vanity metrics.

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Record quality

Duplicates, stale records, and missing required values.
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⚙️

Workflow stability

Broken triggers, noisy logic, and dead branches.
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🔐

Access hygiene

Permission drift and risky role assignments.
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What the report gives you

  • Issue severity labels So you know what to fix first.
  • Root-cause notes Actual root causes, not symptoms.
  • Action suggestions A specific next step for each issue.
  • Category summaries Shareable summary for your team.
  • Known false positives flagged Flagged so your team skips the noise.
  • Re-run baseline Baseline for tracking progress after cleanup.

Frequently Asked Questions

Run the audit now

If your reports feel off or your portal feels bloated, start here.

Try the Free Audit App