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Connection removed
HubSpot is disconnected.
Future CRM reads and audits are stopped for this portal. Previously downloaded files remain on the user’s device.
Reconnect HubSpotBeta
Connection removed
Future CRM reads and audits are stopped for this portal. Previously downloaded files remain on the user’s device.
Reconnect HubSpotBeta
Your HubSpot connection stays active between audit runs—no reinstall is needed. All accessible data is selected by default.
Unavailable modules will be reported as unavailable. Missing evidence is never scored as healthy.
You already have a completed result. Starting another audit does not delete it, but only the newest run stays open in this workspace. Review the existing result, or start a new run now.
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We’re confirming the portal, granted scopes, and exact module sequence.
You can close this tab. The audit keeps running, and reopening the workspace shows the same run in progress.
Current step
Follow the current step, completed modules, scanned records, and overall progress.
Authorized module plan
Cancellation stops future reads and does not produce a partial score.
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Run stopped
No completed result or partial score was produced. Failed runs are terminal.
Return to the connected workspace, confirm the portal is still authorized, and start a new run.
CRM health score
Begin a structured recovery plan within 14 days
What this result means
The portal can support day-to-day work, but several evidence-backed issues can weaken forecasting, routing, engagement, or reporting.
Close-date accuracy and contact ownership are the most urgent improvement areas.Finding severity
Performance by area
Area scores reflect only evidence assessed in this audit. Unavailable areas are left out rather than counted as healthy.
Assessed coverage
| Object | Scanned | Coverage |
|---|
Recommendation
Evidence-backed priorities
Start with the highest-impact issues supported by evidence from this audit.
Findings and records
| Issue | Object | Severity | Affected records |
|---|
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Implementation workbookDownloading never deletes report content by itself. After saving, the authenticated user explicitly confirms delivery.
Protected access expires after the report’s delivery window.
Estimated records in this file: 0
Select at least one object to include in the working file.
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Result unavailable
Return to the audit workspace to check the portal connection and current run status. No CRM content is shown on this screen.
Return to audit workspace