Introduction to Audits

The HubCreate Audit Tool empowers HubSpot Partners to run comprehensive, automated audits of any connected HubSpot portal. In just minutes, you can surface critical insights across marketing performance, sales pipeline health, CRM data quality, and technical setup.

What is the HubCreate Audit Tool?

The Audit Tool scans a HubSpot account across dozens of key categories and best practices, pulling live data directly via the HubSpot API. It then organizes the findings into a professional, shareable report for both internal optimization and client presentations.

Key Audit Categories:

• ✅ Account Settings: Users, permissions, domains, tracking code validation.
• ✅ Object Health: Data quality for contacts, companies, and deals (missing owners, emails, key properties).
• ✅ Marketing Hub: Marketing contacts usage, email deliverability and engagement, form performance, workflow utilization.
• ✅ Sales Hub: Pipeline performance, rep activity, deal hygiene, sales automation review.
• ✅ Attribution & Traffic Insights: Breakdown of traffic sources, conversions, and lifecycle progressions over time.

Benefits of Using the Audit Tool:

• Save hours of manual analysis — audits run automatically.
• Uncover optimization opportunities with clear flags and recommendations.
• Highlight quick wins for onboarding, QBRs, and retainer expansions.
• Deliver a professional, polished audit report directly to your clients.

The HubCreate Audit Tool turns complex portal analysis into a structured, client-ready asset — helping you accelerate revenue opportunities and solidify your position as a trusted advisor.