HubSpot audit guides in Chile and Latin America
These HubSpot Audit guides from Revenue Hub Latam explain what to review in a HubSpot portal and what to decide with each finding: a checklist by pillar, what an audit costs, data quality, duplicate contacts and workflows. Use them to audit by hand or with the tool, in B2B companies in Chile and Latin America.
Already have an account? Sign in to HubSpot Audit
- Five guides
- Real screens with sample data
- Written by Roberto Guerra
- Before you auditHubSpot portal audit checklist
- If reports do not add upData quality: 7 problems
- If you inherited the portalHow to audit workflows
What should you review before auditing?
What to look at in each pillar and what each path costs.
Before you auditHubSpot portal audit checklist
What to review in each of the six pillars and which decision to make with each finding.
Read the guide
Before you auditHow much a HubSpot audit costs
What drives the cost and when a tool, a diagnostic or a rescue makes sense.
Read the guide
How do you improve data quality?
The problems that corrupt your reports and the duplicates.
Data qualityHubSpot data quality: 7 hidden problems
The problems that corrupt your reports without errors, how to measure them and how to fix them.
Read the guide
Data qualityDuplicate contacts in HubSpot
Why they appear, how to find them with the native tool and how to decide what to merge.
Read the guide
How do you clean up your workflows?
Automations that overwrite each other, errors and forgotten workflows.
WorkflowsHow to audit HubSpot workflows
Seven steps to find errors, forgotten workflows and automations that overwrite each other.
Read the guide
What else can help?
Who is behind HubSpot Audit?
HubSpot Audit is a Revenue Hub Latam product. It grew out of the reviews we did by hand in every HubSpot diagnostic with B2B companies in Chile and Latin America.
- Tools born from real problems we solved with clients in HubSpot.
- HubSpot Audit diagnoses the portal; HubCoach, Teamwork and PortalSync support the day to day.
- If you want to review the result with our team, we do it in a HubSpot diagnostic.
Want to see this in your portal?
Connect HubSpot with OAuth and see your findings in minutes, with the free HubSpot Audit. For now, connecting requires a portal with an Enterprise product, Service Hub Professional or higher, and Marketing Hub or Content Hub Professional or higher.
- Create your account with your work email.
- Connect your HubSpot portal with OAuth.
- Read the summary and decide the next step.
Already have an account? Sign in to HubSpot Audit