tomgranot

Delete contacts with no email address from a HubSpot CRM instance. These contacts cannot receive any communication and inflate billing. Fully automated via t...

Archive or delete unused custom properties across all HubSpot object types (contacts, companies, deals). Identifies Salesforce sync properties, test/temp pro...

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

Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated com...

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a sp...

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

Run a comprehensive HubSpot CRM database audit. Analyzes contacts, companies, deals, engagement, data quality, and deliverability. Use when starting a CRM cl...

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

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

Create business segment lists in HubSpot for customers, partners, competitors, employees, ICP tiers, and industries. Enables segment-based targeting, suppres...

Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 cl...

Audit and remove inactive, test, or deprecated workflows from HubSpot. Identifies workflows that have never enrolled contacts, workflows turned off for 90+ d...

Audit and consolidate HubSpot reporting dashboards. Identifies unused, duplicate, or outdated dashboards. Must be performed manually — no dashboard API is av...

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

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

Create foundational segmented lists for marketing and sales operations. Includes a master sendable list, ICP-based lists, persona lists, engagement lists, an...