TrooAudit - HubSpot CRM Health Analysis

Setup Guide

Getting started with TRoo AuditFollow these steps to connect your HubSpot portal and run your first audit.

Installation steps

Install from the HubSpot Marketplace

Click the Install button on the TRoo Audit marketplace listing. You will be redirected to TRoo Audit to begin the connection.

Connect your HubSpot portal

Click "Connect with HubSpot" on the install page. You will be prompted to log in to HubSpot and grant TRoo Audit read-only access to your portal.

Create your account

Enter your email address and verify it with a one-time code. Then set a password to secure your TRoo Audit account.

Run your first audit

From your dashboard, click "Run Audit" next to your connected portal. Select the entity types you want to audit (Contacts, Companies, Deals, Workflows, Users) and click "Start Audit".

Review results and download your report

Audit results are available in your dashboard within a few minutes. Each audit includes a CRM health score, risk summary, and prioritised recommendations. Click "Download Report" for a shareable document.

HubSpot permissions requestedTRoo Audit requests read-only access only. We never create, update, or delete any data in your HubSpot portal.

Permission	Why we need it
crm.objects.contacts.read	Analyse contact field completeness and duplicates
crm.objects.companies.read	Audit company records and associations
crm.objects.deals.read	Review deal pipeline health and integrity
crm.objects.owners.read	Check records are assigned to active owners
crm.schemas.contacts.read	Read contact property definitions
crm.schemas.companies.read	Read company property definitions
crm.schemas.deals.read	(Optional) Read deal property definitions
automation	(Optional) Audit workflows and automations

Need help?Email us at support@trooinbound.com and we'll get back to you within one business day.

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