{
  "@type": "help_guide",
  "id": "hubspot-audits",
  "title": "HubSpot audits",
  "kind": "agent",
  "summary": "Two agents look at a client's HubSpot portal without changing it. The hygiene audit finds data problems; the implementation agent turns a CRM proposal into a step-by-step rollout plan. Both need HubSpot connected.",
  "aliases": [
    "hubspot hygiene",
    "crm hygiene",
    "crm audit",
    "duplicate contacts",
    "stale contacts",
    "unrouted leads",
    "hubspot implementation",
    "hubspot roadmap",
    "crm implementation plan",
    "clean up the crm"
  ],
  "engine": "hubspot_crm",
  "agents": [
    {
      "id": "hubspot-hygiene",
      "page": "https://nexus.effiqs.com/agents/hubspot-hygiene"
    },
    {
      "id": "hubspot-implementation",
      "page": "https://nexus.effiqs.com/agents/hubspot-implementation"
    }
  ],
  "related": [
    {
      "id": "hubspot-crm-engine",
      "page": "https://nexus.effiqs.com/help/hubspot-crm-engine"
    },
    {
      "id": "hubspot-connection",
      "page": "https://nexus.effiqs.com/help/hubspot-connection"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "Two agents look at a client's HubSpot portal without changing it. The hygiene audit finds data problems; the implementation agent turns a CRM proposal into a step-by-step rollout plan. Both need HubSpot connected."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "### Hygiene audit\n\n**\"Run a CRM hygiene audit.\"** reads up to 500 contacts and 500 companies by default (so a large portal is sampled) and looks for three problems: duplicate contacts and companies (matched by email, domain and name), stale contacts with no activity in 90 days, and inbound leads with no owner. The report lists each with what to do. The cleanup itself is done by a person in HubSpot.\n\nChange the stale window: **\"Run a CRM hygiene audit with a 180-day stale window.\"**\n\n- **Agent:** HubSpot Hygiene (`hubspot-hygiene`)\n- **Model tier:** Haiku · **cost cap per run:** $0.30\n- **Needs:** hubspot\n\n### Implementation roadmap\n\n**\"Build a HubSpot implementation roadmap from this proposal: [link].\"** reads the proposal Google Doc (lifecycle stages, properties, account health…), audits the live portal (which custom properties exist, how records are spread across lifecycle stages, owners, pipelines), and delivers a phased roadmap as a branded document. Each step is labeled:\n\n- **Nexus can do it**, with the tool (creating custom properties, bulk-updating records, exports, enrichment);\n- **Manual in HubSpot**: workflows, lead scoring and form fields have no API, so a person builds them;\n- **Blocker**: something to resolve first.\n\nNo proposal yet? **\"Build a HubSpot implementation roadmap.\"** works from the portal as it is.\n\n- **Agent:** HubSpot Implementation Orchestrator (`hubspot-implementation`)\n- **Model tier:** Sonnet · **cost cap per run:** $3.00\n- **Needs:** hubspot, google_drive\n- **Delivered as:** docx\n\n✋ To turn the roadmap's steps into tasks: **\"Generate a ClickUp project plan from the roadmap.\"** Nexus proposes the tasks and creates them after you approve."
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **The audit stops right away.** HubSpot isn't connected for the client: connect it and run again."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Run a CRM hygiene audit.\"\n- \"Run a CRM hygiene audit with a 180-day stale window.\"\n- \"Build a HubSpot implementation roadmap from this proposal: [link].\"\n- \"Build a HubSpot implementation roadmap.\"\n- \"Generate a ClickUp project plan from the roadmap.\""
    }
  ],
  "prompts": [
    {
      "text": "Run a CRM hygiene audit.",
      "tool": "enqueue_run"
    },
    {
      "text": "Run a CRM hygiene audit with a 180-day stale window.",
      "tool": "enqueue_run"
    },
    {
      "text": "Build a HubSpot implementation roadmap from this proposal: [link].",
      "tool": "enqueue_run"
    },
    {
      "text": "Build a HubSpot implementation roadmap.",
      "tool": "enqueue_run"
    },
    {
      "text": "Generate a ClickUp project plan from the roadmap.",
      "tool": "generate_clickup_project_plan"
    }
  ],
  "page": "https://nexus.effiqs.com/help/hubspot-audits",
  "markdown": "https://nexus.effiqs.com/help/hubspot-audits.md"
}