How to Do a HubSpot CRM Audit in Under 10 Minutes
A practical, step-by-step guide to auditing your HubSpot portal for data health issues — without a consultant, without a spreadsheet, and without spending half a day on it.
Why managing AI risk presents new challenges
Aliquet morbi justo auctor cursus auctor aliquam. Neque elit blandit et quis tortor vel ut lectus morbi. Amet mus nunc rhoncus sit sagittis pellentesque eleifend lobortis commodo vestibulum hendrerit proin varius lorem ultrices quam velit sed consequat duis. Lectus condimentum maecenas adipiscing massa neque erat porttitor in adipiscing aliquam auctor aliquam eu phasellus egestas lectus hendrerit sit malesuada tincidunt quisque volutpat aliquet vitae lorem odio feugiat lectus sem purus.
- Lorem ipsum dolor sit amet consectetur lobortis pellentesque sit ullamcorpe.
- Mauris aliquet faucibus iaculis vitae ullamco consectetur praesent luctus.
- Posuere enim mi pharetra neque proin condimentum maecenas adipiscing.
- Posuere enim mi pharetra neque proin nibh dolor amet vitae feugiat.
The difficult of using AI to improve risk management
Viverra mi ut nulla eu mattis in purus. Habitant donec mauris id consectetur. Tempus consequat ornare dui tortor feugiat cursus. Pellentesque massa molestie phasellus enim lobortis pellentesque sit ullamcorper purus. Elementum ante nunc quam pulvinar. Volutpat nibh dolor amet vitae feugiat varius augue justo elit. Vitae amet curabitur in sagittis arcu montes tortor. In enim pulvinar pharetra sagittis fermentum. Ultricies non eu faucibus praesent tristique dolor tellus bibendum. Cursus bibendum nunc enim.
How to bring AI into managing risk
Mattis quisque amet pharetra nisl congue nulla orci. Nibh commodo maecenas adipiscing adipiscing. Blandit ut odio urna arcu quam eleifend donec neque. Augue nisl arcu malesuada interdum risus lectus sed. Pulvinar aliquam morbi arcu commodo. Accumsan elementum elit vitae pellentesque sit. Nibh elementum morbi feugiat amet aliquet. Ultrices duis lobortis mauris nibh pellentesque mattis est maecenas. Tellus pellentesque vivamus massa purus arcu sagittis. Viverra consectetur praesent luctus faucibus phasellus integer fermentum mattis donec.
Pros and cons of using AI to manage risks
Commodo velit viverra neque aliquet tincidunt feugiat. Amet proin cras pharetra mauris leo. In vitae mattis sit fermentum. Maecenas nullam egestas lorem tincidunt eleifend est felis tincidunt. Etiam dictum consectetur blandit tortor vitae. Eget integer tortor in mattis velit ante purus ante.
- Vestibulum faucibus semper vitae imperdiet at eget sed diam ullamcorper vulputate.
- Quam mi proin libero morbi viverra ultrices odio sem felis mattis etiam faucibus morbi.
- Tincidunt ac eu aliquet turpis amet morbi at hendrerit donec pharetra tellus vel nec.
- Sollicitudin egestas sit bibendum malesuada pulvinar sit aliquet turpis lacus ultricies.
“Lacus donec arcu amet diam vestibulum nunc nulla malesuada velit curabitur mauris tempus nunc curabitur dignig pharetra metus consequat.”
Benefits and opportunities for risk managers applying AI
Commodo velit viverra neque aliquet tincidunt feugiat. Amet proin cras pharetra mauris leo. In vitae mattis sit fermentum. Maecenas nullam egestas lorem tincidunt eleifend est felis tincidunt. Etiam dictum consectetur blandit tortor vitae. Eget integer tortor in mattis velit ante purus ante.
Most teams know their HubSpot data isn't perfect. Almost none of them know exactly how imperfect it is. The reason isn't laziness — it's that a proper CRM audit, done manually, used to take hours. Property-by-property, object-by-object, filter after filter.
That's no longer the case. Here's how to get a complete picture of your HubSpot data health in under 10 minutes.
Step 1: Define What You're Auditing (1 minute)
Before you start, know what you're looking for. A good CRM audit covers three object types:
- Contacts — missing email, missing name, missing lifecycle stage, no recent activity
- Deals — missing close date, missing amount, no associated contacts or companies, stale stages
- Companies — missing domain, missing industry, no associated contacts or deals
Each of these represents a class of broken data that affects downstream systems: automation, reporting, and your team's ability to do their jobs.
Step 2: Connect Your HubSpot Portal (2 minutes)
To audit your portal with HubDeck, you'll need a Private App token from HubSpot. Here's how to get one:
- Go to Settings → Integrations → Private Apps in HubSpot
- Create a new Private App — name it "HubDeck Audit" or similar
- Under Scopes, enable read access for: CRM objects (contacts, companies, deals), CRM properties, and associations
- Generate the token and copy it
That token is all HubDeck needs. No OAuth flow, no admin permissions, no third-party integrations. Read-only access is sufficient for the full audit.
Step 3: Run the Audit (3 minutes)
With HubDeck installed (pip install hubdeck), run:
hubdeck audit --token your-token-hereHubDeck will scan all three object types — contacts, deals, companies — and surface every issue it finds. You'll see a progress indicator as it works through each check, and a formatted summary table when it's done.
For a portal with tens of thousands of records, this typically takes 2–4 minutes depending on size.
Step 4: Read Your Results (2 minutes)
The output report has three sections:
- Summary Table — each check, how many issues were found, severity level
- Overall Health Grade — A through F, based on the percentage of records affected
- Priority Recommendations — where to start, ranked by impact
On the free tier, you get the counts for everything. That's usually enough to know where your biggest problems are and make a case for fixing them.
On Pro, you get the full record-level detail — every contact ID, deal name, or company record that has the issue — which you can export to CSV and hand directly to whoever owns the cleanup.
Step 5: Make a Plan (2 minutes)
With your audit results in hand, prioritize like this:
- Fix what breaks automation first — missing emails, missing lifecycle stages. These cause silent workflow failures.
- Fix what breaks forecasting second — deals missing close dates and amounts. These corrupt your revenue reporting.
- Fix what breaks enrichment third — companies missing domains. Lower urgency, but important for long-term data quality.
A HubSpot CRM audit isn't a one-time event. The best teams run one monthly — or set up scheduled runs to catch drift before it becomes a problem.
That's it. Ten minutes. Complete picture. No consultant required.
