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Portal Checker

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Portal Checker

Audit your HubSpot portal and get it ready for the Context Era. In minutes, Portal Checker scores Smart CRM, data quality, every Hub and your AI readiness, shows the evidence behind each finding and tells you what to fix first. Read-only: nothing in your account changes, and the access key is deleted when the audit finishes.
Built by
Grupo Cebra
Installs
<10 installs
Sign in to installRequires Portal Checker subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Portal Checker Subscription
Report pack plan

Overview

Portal Checker audits your HubSpot portal and tells you, in plain language, what's working, what's underused and what to fix first.

It reviews your Smart CRM setup, data quality, Marketing Hub, Sales Hub, Service Hub, Data Hub and Revenue Hub, plus how ready your portal is for AI and Breeze agents. Each area gets a score, every score comes with the findings and evidence behind it, and the report ends with a prioritized list of what to fix, available in English or Spanish.

It's read-only: Portal Checker never creates, edits or deletes anything in your account. Connect your portal, run the audit, and get your portal ready for the Context Era.

Features

Portal Checker report showing an overall portal score of 44 out of 100 with critical and actionable findings

Get a health score for your HubSpot portal

Connect your portal and get one score out of 100, plus how many findings are critical, how many you can act on and how much of your portal could be measured. It's the quick answer to "is our HubSpot actually working for us?", before you spend on more seats, tools or a migration.

Where to start section grouping fixes into self-serve, assisted and needs a decision

Know exactly where to start

Findings are ranked by their impact on the goals you choose, and each one says how much effort it takes: a self-serve fix, an assisted task or a decision your team needs to make. You see at a glance what can be fixed this week without buying or deciding anything.

Hub by hub scores for Smart CRM, data quality, Marketing, Sales, Service, Data, Revenue and Agent Hub

See every Hub, one by one

Separate scores for Smart CRM, data quality, Marketing, Sales, Service, Data and Revenue Hub, and your AI readiness with Breeze. Portal Checker only reports what it can verify in your portal; it never guesses your HubSpot edition or makes claims it can't prove.

Data quality finding with its evidence table and a recommended fix

Evidence and a clear fix for every finding

Every finding shows the numbers behind it, like hard bounces, contacts never emailed or unused custom properties, and what to do about it in plain language. Your team can act on the report without an audit meeting to explain it.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Contact data quality

Contacts

Contacts

Company data quality

Companies

Companies

Sales pipeline review

Deals

Deals

CRM data model

Custom Objects

Custom Objects

Revenue tools review

Line Items

Line Items

Revenue tools review

Quotes

Quotes

Revenue tools review

Invoices

Invoices

Revenue tools review

Subscriptions

Subscriptions

Marketing review

Contact Lists

Contact Lists

Marketing review

Campaigns

Campaigns

Marketing review

Forms

Forms

Automation review

Workflows

Workflows

Prospecting review

Leads

Leads

Team and ownership

Owners

Owners

Team and ownership

Users

Users

Revenue tools review

Products

Products

Contact data quality · Properties

Contact Properties

Contact Properties

Company data quality · Properties

Company Properties

Company Properties

Sales pipeline review · Properties

Deal Properties

Deal Properties

More info about shared data

Portal Checker only reads from HubSpot. Nothing is ever written back to your account.

During an audit it reads settings and aggregate metrics: record counts, property fill rates, owners and associations, pipelines, lists, forms, workflows, sequences, users and teams. The report keeps counts, rates and the names of configuration items (for example, a workflow or property name) as evidence. When a finding is about inactive users, it lists up to five of their names.

Portal Checker does not copy or export your contact, company or deal records. Access tokens are encrypted at rest, and you can disconnect at any time by uninstalling the app from HubSpot.

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Report pack

$99

/5 reports

Five full audits of your HubSpot portal, to run whenever you need them

  • Read only access to your portal

  • Your report inside HubSpot and on a shareable link

  • Reports in English or Spanish

  • A prioritized list of what to fix

  • The evidence behind every finding

  • A score for each of eight areas

  • Five full audits of your HubSpot portal

  • Five full audits of your HubSpot portal

One-time payment, no subscription

Report pack

$99

/5 reports

Five full audits of your HubSpot portal, to run whenever you need them

  • Read only access to your portal

  • Your report inside HubSpot and on a shareable link

  • Reports in English or Spanish

  • A prioritized list of what to fix

  • The evidence behind every finding

  • A score for each of eight areas

  • Five full audits of your HubSpot portal

  • Five full audits of your HubSpot portal

One-time payment, no subscription

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/06/2026

More info

Built by
Grupo Cebra
Installs
<10 installs
Categories
Languages this app is available in
English and Spanish

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