System Overview

Mixbound Microservice: HubSpot Audit

Purpose

Comprehensive portal health assessment for HubSpot. Scans seven operational domains, scores data quality, and produces actionable recommendations — all from read-only API access.

What It Does

HubSpot Audit connects to a HubSpot portal via read-only OAuth scopes, runs a structured diagnostic sweep across every major domain (Portal, Users, CRM, Data Quality, Workflows, Marketing, Reporting), and produces a scored health report with severity-classified findings.

Health Scoring

Overall portal health score (0–100) with per-module breakdowns and trend tracking across audit runs.

Data Quality Analysis

Field completeness, association integrity, and temporal consistency checks across all CRM objects.

Security & Governance

User access audit, super admin count monitoring, inactive user detection, and scope validation.

Actionable Recommendations

Severity-classified findings with delta tracking — see what changed between audit runs.

Workflow & Automation Health

Active vs. draft workflow inventory, enrollment quality checks, and error status monitoring.

Multi-View Diagnostics

Three views — System (structural domain), Objects (by CRM record type), Functions (by business team).

Audit Modules

Seven modules run in parallel, each producing independent findings:

Portal

Portal-level settings and configuration

Users

User access, roles, and activity

CRM

Object counts, associations, fields

Data Quality

Field completeness and integrity

Workflows

Automation health and inventory

Marketing

Email, forms, and campaign metrics

Reporting

Dashboard and report coverage

Required HubSpot Scopes

All scopes are read-only. The audit never creates, updates, or deletes any data:

✓ settings.users.read ✓ automation ✓ forms ✓ marketing-email ✓ reports ✓ cms.pages ✓ crm.objects.contacts.read ✓ crm.objects.companies.read ✓ crm.objects.deals.read ✓ crm.objects.owners.read ✓ crm.lists.read ✓ crm.schemas.contacts.read ✓ crm.schemas.companies.read ✓ crm.schemas.deals.read

System Snapshot

The audit produces a portal-wide snapshot with key metrics:

22,094
Total Contacts
4,513
Total Companies
28
Total Deals
$168,214
Deal Mean Amount
21
Users
37 / 99
Workflows
1
Pipelines
134
Segments (Lists)
1,693
Freemail Contacts
413
Calls Logged
150
Meetings Logged
3
Forms

Technology Stack

Node.js 18+ HubSpot API v3/v4 Read-Only Scopes