HubSpot Workflow Auditor

Quickly see and action outdated workflows, duplicate enrollments, and duplicate actions

Table of Contents

1. Overview
2. Installation in current setup
3. Steps before beta release

1. Introduction

Things that are currently hard to do in HubSpot

• See the last time any lead ran through a workflow
• View which workflows have overlapping enrollment criteria (leading to headaches of tracking down example contacts)
• Understand which workflows are using similar actions (gotta love having a lead double-assigned)

Things that this tool does:

• Identifies outdated workflows
• Reveals similar action steps between active workflows
• Shows overlapping enrollment criteria (coming soon)

2. Installation

This will change as the product becomes more developed - currently this can only be run with an API key from your portal and is run to local mongodb.

1. git clone https://github.com/steven-miller/hubspot-workflow-auditor.git
2. cd [folder] + npm install
3. Load your HubSpot API key into a .env file as the key HAPIKEY
4. node server/api-script.js will pull the info down into local mongodb client
5. npm run react-dev after script completion
6. npm start
7. Navigate to https://localhost.com:3000

3. Steps before beta release

• OAuth method to HubSpot portals
• Username logins for securing and persisting your own data in the cloud
• Seamless flow (login -> pull data -> view data)
• More action evaluations
• Enrollment evaluations