TomGranot

Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging.

Build a HubSpot workflow that auto-enriches and stages new contacts upon creation.

Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics…

Reassign contacts and companies from deactivated team members to active owners.

Weekly manual review of contacts with 3+ bounce events.

Convert inconsistent country and state/region formats to standardized values across contacts and companies.

Identify and suppress ghost contacts who received marketing emails but never opened any.

Identify and suppress globally unsubscribed contacts to ensure legal compliance and reduce billing.

Identify and suppress hard-bounced contacts to protect email sender reputation.

Enrich HubSpot contacts (email, phone, job title) through an external enrichment provider and write results back safely.

A lightweight 5-minute weekly health check covering bounce monitoring, new contact quality, workflow health, list growth trends, and data…

Export all HubSpot workflows to versioned JSON files via the v4 Automation API, diff exports over time, and restore or recreate workflows…