openai/hubspot-crm-data-hygiene
plugins/hubspot/skills/hubspot-crm-data-hygiene/SKILL.md
Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks.
$ install --global
skillsauthnpx skillsauth add openai/plugins hubspot-crm-data-hygieneInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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TrivyContainer and dependency vulnerability scanner
95%
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SemgrepStatic code analysis for vulnerabilities
95%
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mcp-scan (Snyk)Model Context Protocol security validation
95%
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Snyk (dep)Open source security scanning
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Last scanned: May 14, 2026, 5:04 AM38.1s2 files scanned
SKILL.md
- name:
- hubspot-crm-data-hygiene
- description:
- Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks.
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
- Call
get_user_detailsand confirm read access to the requested object types. - Clarify issue classes: missing fields, stale records, duplicate-like records, owner gaps, associations, lifecycle/stage issues, or imports.
- 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. - Use
get_propertiesfor enums, thensearch_crm_objectscount queries withNOT_HAS_PROPERTY,HAS_PROPERTY, filters, andassociatedWith. - 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.
- Fetch examples with
get_crm_objectsonly 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.
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