A HubSpot audit that reads your live portal, not a questionnaire.
Connect your portal and PathFinder scores 45 items across 7 functions in about 15 minutes, against your real records. Every finding comes back priced in dollars. The scan is read-only by default and costs nothing.
- 45 items scored across 7 functions
- Read against live records, not a sample
- Read-only by default — write access is asked for separately
- Findings written back onto your own contact, company and deal records
Seven functions, forty-five scored items. These are the areas where the defects we find most often live.
Data quality
Duplicates, decayed records, contacts with no lead status, and sources the portal cannot name.
Attribution
Won revenue with no owner, deals with no source, and reporting that quietly stops moving.
Lifecycle and pipeline
Stage definitions that no longer match how deals actually close, and stalled deals nobody is working.
Workflows and automation
Workflows that overlap, contradict each other, or have been enrolling nobody for months.
Properties and schema
Fields nobody fills, duplicated properties, and required data captured in three different formats.
Integrations
Syncs that stopped without erroring, webhooks pointed at the wrong method, middleware reprocessing records nobody asked for.
Reporting
Dashboards built on broken joins, and the numbers leadership is deciding on right now.
Three findings from recent HubSpot engagements. Each was invisible to every report the business had.
- 01
Install from the HubSpot marketplace
OAuth into your portal. No card, no call, one trial per company.
- 02
The scan runs
About 15 minutes against live records. Read-only unless you grant write access.
- 03
Read the scored findings
45 items scored and priced in dollars, written back onto your own records.
- 04
Decide what to fix
Approve a build and PathFinder does it inside your portal, then monitors it 24/7.
The HubSpot audit is free. The separate integrations audit is a one-time $1,500 and covers the roughly 30 tools around your portal — billing, product, support, middleware — where most problems actually start. That one-time fee is not the Operate plan, which is a $1,500 monthly subscription. See pricing.
- Is the HubSpot audit really free?
- Yes. Install PathFinder from the HubSpot marketplace and the scan and its findings cost nothing. The trial includes 1,000 credits and seven days, one per company, and credits are only spent when you approve a fix.
- How long does the HubSpot audit take?
- About 15 minutes from OAuth to a scored diagnostic. It covers 45 items across 7 functions and reads live records, so the counts on screen are real record counts from your portal.
- Does the audit change anything in my portal?
- No. The scan is read-only by default. Write permissions are optional and requested separately, and every write after that is approval-gated and verified.
- What happens after the audit?
- You get a prioritized plan with impact and effort in dollars and hours. If you want the fixes built, PathFinder builds them inside your own portal through the HubSpot partner network and monitors them 24/7 from then on.
- Do you audit Salesforce and Marketo too?
- Yes, as forward-deployed engagements — same audit, same builds, same monitoring, with our engineers driving instead of a self-serve connection. Native Salesforce is on the roadmap.
Run the HubSpot audit free.
Install from the marketplace, connect your portal, and see 45 items scored and priced in about 15 minutes.