tomgranot

Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any...

Run a full, read-only HubSpot portal audit covering both the marketing and sales sides: database, deliverability, engagement, owne...

Assign an owner to marketing contacts that have no owner. Ensures every marketable contact has accountability for follow-up, prope...

Inventory the integrations, service keys, legacy private apps, and internal tooling that call HubSpot APIs, and flag anything on l...

tomgranot/hubspot-admin-skills

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

Create foundational segmented lists for marketing and sales operations via the Lists API, plus advanced UI-built segments: a maste...

tomgranot/hubspot-admin-skills

Find past-due, stale, incomplete, unexplained-loss, and likely test deals, then route each owner's flagged deals to them as one re...

Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-c...

Audit and remove unused, empty, or duplicate list definitions from HubSpot. Identifies lists with zero members, lists not used by ...

tomgranot/hubspot-admin-skills

tomgranot/hubspot-admin-skills

tomgranot/hubspot-admin-skills

Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custo...

Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segme...

Delete contacts with no email address from a HubSpot CRM instance. These contacts cannot receive any communication and inflate bil...

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

Populate missing contact company name fields from associated company records using a HubSpot workflow with optional API backfill. ...

Backfill contact-level industry from associated company records using a HubSpot workflow. Enables industry-based segmentation for ...

Ensure all contacts and companies have appropriate lifecycle stages. Backfills missing stages via API, fixes records stuck at disa...

Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort es...

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each tran...

Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage via the v4 Automation API,...

tomgranot/hubspot-admin-skills

Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owners API and Bat...

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

Verify the entire toolkit against a disposable HubSpot developer test account or sandbox that you bring: seed synthetic fixtures, ...

tomgranot/hubspot-admin-skills

Identify and suppress ghost contacts who received marketing emails but never opened any. These contacts destroy sender reputation ...