How to Audit Your HubSpot Portal

Tue, Jun 29, 2021, 11:00 AM (CDT)

About this event

When you're working with a tool that has everything all in one place like HubSpot, that place can easily become cluttered with outdated and unused information. Sifting through which templates to use or trying to figure out which lists are for sending to and which should be suppressed can take a lot of time and leave room for human error.

In this virtual HUG we'll take a look at some of the most commonly used (and therefore messy) tools within HubSpot and walk through how to examine your activities within them both from a performance and organizational standpoint. 

We'll cover:

  • The different reasons why you might want to conduct an audit on your HubSpot portal
  • General steps for auditing across your HubSpot portal
  • A review of commonly used HubSpot tools and how to closely inspect each one

You'll be able to take what you learn during this HUG, perform your own audit, and set your portal up for hitting your marketing goals while maintaining a well-organized portal.

Please note: When registering for HUG events on the Bevy platform you will be prompted to log in with your HubSpot account. Bevy is a secure and trusted platform that integrates directly with your HubSpot portal, ensuring only HubSpot users participate in HubSpot User Group events.


  • Katie Cartwright

    Katie Cartwright

    Madison Marketing Group

    HUG Leader

    View Profile