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Python · Systems audit

HubSpot Runway Auditor

A Python tool that analyzes HubSpot workflows, dependencies, and ownership without changing the CRM.

Role
Developer & Systems Analyst
Organization
Internal systems work
Timeline
Internal audit tooling
Status
Completed

As HubSpot grows, it becomes harder to track overlapping workflows, unclear ownership, and changes that could affect other parts of the system.

  • The audit needed to explain configuration to both technical administrators and operational leaders.
  • The tool was intentionally read-only so analysis could not alter production configuration.

Requirements

  • No write access to HubSpot assets.
  • Make the analysis readable without inspecting raw API responses.
  • Surface cross-asset dependencies and overlap, not just a flat inventory.
  • Build the Python 3.12 exporter and analysis pipeline.
  • Organize HubSpot settings into a clear analysis.
  • Analyze routing, automation, ownership, lifecycle movement, reporting, and system dependencies.
  • Summarize findings for leadership and document assets, dependencies, and overlapping automation.
  1. 01

    Extract

    Read configuration and metadata through approved read-only access.

  2. 02

    Normalize

    Put different HubSpot settings into a consistent format.

  3. 03

    Trace

    Mapped workflows, actions, forms, properties, and dependencies.

  4. 04

    Explain

    Packaged findings for both executive review and technical follow-up.

Python 3.12HubSpot APIsExcelData analysisDependency mapping
  1. 01

    Showing how nested workflows connect without losing important details.

  2. 02

    Separating genuine overlap from intentional multi-step process design.

  3. 03

    Making risk signals useful without exposing operational details.

The analysis brings workflows, forms, fields, and dependencies together so teams can review overlaps and plan changes.