AI-Powered DiagnosticHubSpotFree tool
HubSpot Architecture Scanner
Connect your HubSpot portal and get an instant diagnostic of your CRM architecture. Properties, pipelines, workflows, and data model scored against revenue operations best practices. Salesforce scanner also available.
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What the scanner checks
Properties: unused fields, naming conventions, data hygiene, and type mismatches
Pipelines: stage structure, probability mapping, deal rot thresholds, and conversion math
Workflows: automation coverage, enrollment triggers, re-enrollment logic, and error handling
Data model: object associations, custom objects, required field enforcement, and record completeness
Revenue readiness: lifecycle stage coverage, lead scoring alignment, and handoff definitions
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The scanner covers architecture. Our full diagnostic includes process mapping, team interviews, and a custom remediation plan.
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