What this audit checks
Authentication & access
- Private-app token valid (auth probe returns 200)
- Token scopes cover required CRM, marketing, and automation surfaces
- Portal (hub_id) resolves and matches connected account
Deliverability & list health
- Bounce rate within band
- Spam complaint rate within band
- Unsubscribe rate within band
- Suppressed contact share
- Active vs unengaged contact ratio
- List growth rate trend
Campaign & automation performance
- Open rate within band
- Click rate within band
- Inactive workflows (draft / paused / disabled)
- Welcome series present
- Abandoned-cart series present
- Workflows stopped enrolling (>24h since last enrolment)
Deal pipeline & CRM data quality
- Deals stuck >30d in a single stage
- Deal win rate within band
- Contacts missing core lifecycle or lead-status properties
- MQLs not advanced to SQL after 60d
- Open pipeline value movement (open / won / lost)
Cross-channel revenue attribution
- HubSpot-attributed commerce revenue trend
- Top workflows and emails by attributed revenue
- Deal close-won without a matching ecommerce order
- Repeat ecommerce customers with no corresponding HubSpot deal update
Data sources
GET https://api.hubapi.com/crm/v3/objects/deals- Deal pipeline inventory, stage, amount, close stateGET https://api.hubapi.com/crm/v3/objects/companies- Company records for B2B account mappingGET https://api.hubapi.com/crm/v3/objects/contacts- Contact lifecycle stage, lead status, property completenessGET https://api.hubapi.com/marketing/v3/emails- Marketing email inventory and send statisticsGET https://api.hubapi.com/automation/v4/flows- Workflow inventory, enrolment, and statusGET https://api.hubapi.com/events/v3- Engagement and behavioural events for attributionGET https://api.hubapi.com/marketing/v3/forms- Form inventory and submission volume