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hubspot-crm-data-hygiene

✓ Official★ 4,081

by openai · part of openai/plugins

Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks.

🧩 One of 7 skills in the openai/plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

HubSpot CRM Data Hygiene

Identify cleanup needs across contacts, companies, deals, and tickets. Follow ../hubspot/SKILL.md for access, URLs, pagination, and write approvals.

Workflow

  1. Call get_user_details and confirm read access to the requested object types.
  2. Clarify issue classes: missing fields, stale records, duplicate-like records, owner gaps, associations, lifecycle/stage issues, or imports.
  3. Discover properties with search_properties: contact email/phone/company/owner/lifecycle; company name/domain/website/owner; deal stage/pipeline/amount/close date; ticket subject/stage/priority/category/owner.
  4. Use get_properties for enums, then search_crm_objects count queries with NOT_HAS_PROPERTY, HAS_PROPERTY, filters, and associatedWith.
  5. For duplicate-like checks, prefer strong keys: contact email, company domain/website, phone, or deal name plus associated company. If aggregation is unavailable, sample and say so.
  6. Fetch examples with get_crm_objects only when current values affect cleanup.

Issue Classes

  • Missing routing or identity fields.
  • Stale activity, old modified dates, past close dates, or unresolved ticket age.
  • Broken associations, inconsistent lifecycle/stage values, or duplicate-like records sharing strong identifiers.

Output

Return coverage, top issues with counts, example URLs, why each issue matters, recommended fix, cleanup backlog, human-review items, and caveats. Do not auto-merge duplicates or overwrite fields. For writes, use the core confirmation table.