tomgranot

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

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

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

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

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...

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

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

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

Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging. API for discovery, third-party tools or manual UI for...

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...

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 Identifies unused, duplicate, or outdated dashboards.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

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

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...

Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup....

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

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