FixOps.io
New Portal Intelligence — Now Available

HubSpot Systems.
Intelligently Fixed.

Connect your portal. FixOps runs 165 checks across 8 dimensions, scores every area of your HubSpot health, and delivers a full plain-English report within 24 hours — not a 139-page PDF nobody reads.

✓
8-dimension health score with AI analysis & dollar impact
✓
Sentinel — real-time alerts for workflow failures & integration errors
✓
One-click auto-fixes with preview, confirm & 30-day rollback
✓
AutoDoc — living plain-English documentation of every automation
✓
RevSignal — revenue dashboards HubSpot's reporting can't produce
✓
Weekly digest + monthly board-ready PDF emailed automatically
or
🔒 Read-only OAuth · 🚫 No data stored · 📋 Results within 24 hours
⚡
Scanning your portal…
Connecting to HubSpot API
Authenticating HubSpot OAuth connection
Auditing contacts, companies & data integrity
Analyzing workflows, automation health & conflicts
Scanning pipeline integrity & deal health
Checking API integrations & connection health
Auditing reporting reliability & attribution
Checking team adoption & AI readiness
Running AI analysis & generating insights
Critical Issues
🔴
14
▲ 2 new since yesterday
Warnings
🟡
23
unchanged from last scan
Fixed This Week
✅
8
▲ 3 auto-fixed by FixOps
Est. Monthly Waste
💸
$840
addressable cost
⬡ Health Dimensions
View All →
🗄️
61
Data Integrity
847 dupes · 2,341 missing fields
⚙️
54
Automation Health
11 errors · 23 dead workflows
📊
71
Pipeline Integrity
34 stalled · $847K at risk
🔧
88
Configuration
3 issues · 2 security alerts
📧
68
Marketing Health
Bounce 4.2% · 6 broken forms
📈
44
Reporting
9 broken dashboards
🤖
59
AI Readiness
Breeze not ready · low data quality
👥
76
Team Adoption
4 inactive seats · 3 unused features
Priority Fix Queue 14 critical
All
🔴 Critical
🟡 Warning
847 duplicate contacts — costing you money and corrupting pipeline data
Fuzzy matching found duplicates Portal-iQ misses — phone + company + name combinations. 23% have received conflicting messages from different reps.
DATA~$284/mo excess tier fees
✦ FixOps AI Analysis
These 847 duplicates originate from 3 sources: a Zapier integration lacking dedup logic (412), a March CSV import (287), and a form missing hidden tracking (148). Beyond billing cost, 23% received conflicting sequences from different reps with different messaging. CRM attribution cannot be trusted until this is resolved. FixOps shows you a full merge preview before touching any record.
✓ Best Practice Guide
1
Go to Contacts → Actions → Manage Duplicates. Review high-confidence matches first — these are safe to merge immediately.
2
In your Zapier integration, add a "Find Contact" step before "Create Contact." If found, update; if not, create. Eliminates 412 duplicates at the source.
3
Add a hidden "Form Source" field to all HubSpot forms so every contact has a trackable origin. Prevents future duplicates from forms.
4
Schedule a monthly dedup review. FixOps can automate this so duplicates never accumulate to 847 again.
11 workflows silently failing — 340 leads received zero follow-up
HubSpot shows these as "active" but they fail on branch actions. No native alert exists. Leads enter your funnel and disappear with no notification to your team.
AUTOMATION340 leads lost since Tuesday
✦ FixOps AI Analysis
Root cause: deleted property "Lead Source Category" referenced as a branch condition in 7 workflows. HubSpot silently skips the branch — 340 leads received no follow-up. The other 4 are Salesforce API timeouts hitting rate limits between 1–3am. FixOps Sentinel monitors for this 24/7 so you know within minutes.
✓ Best Practice Guide
1
Before deleting any property, check its "Used in" tab in Settings → Properties. Shows every workflow, form, and report referencing it.
2
Add an "If/Then" branch with "Property is unknown" as a catch-all in every workflow that branches on a custom property. Prevents silent skips.
3
Enable FixOps Sentinel to alert you within minutes of any workflow error — before leads are lost.
9 dashboards referencing deleted properties — leadership decisions based on corrupt data
Reports run without error but return empty or wrong results. This has been happening for 6 weeks. Portal-iQ would flag this in a 139-page PDF. FixOps fixes it now.
REPORTING6 weeks of bad attribution
✦ FixOps AI Analysis
Your "Pipeline by Lead Source" dashboard pulls from a property deleted 6 weeks ago. Every deal since shows "Unknown Source." A replacement property "Original Lead Source" was created at the same time but never mapped to reports. The fix takes 20 minutes — FixOps walks you through it step by step.
✓ Best Practice Guide
1
Before deleting a property, search in Reports → Custom Reports for any report using that property name.
2
Use HubSpot's "Clone report" when updating — keep the old version until the new one is confirmed working.
3
Set a quarterly "reporting audit" reminder. Review all dashboards for stale data, deleted property references, and outdated date filters.
23 workflows with zero enrollments in 90+ days — dead automation bloat
Active but dormant. Creating confusion, consuming API quota, and making your portal harder to manage. Portal-iQ flags this but can't fix it. FixOps archives them in one click.
AUTOMATION+18% portal complexity
✦ FixOps AI Analysis
12 legacy workflows from a discontinued product. 6 test duplicates never deleted. 5 genuine orphans from ended campaigns. All 23 are safe to archive. FixOps creates a complete backup first — restore any of them within 30 days with one click.
✓ Best Practice Guide
1
Organize workflows into folders by campaign, team, or lifecycle stage. Makes orphans easy to spot immediately.
2
Add a "Last reviewed" date in every workflow description. Set a 90-day calendar reminder to review inactive workflows.
3
Before archiving, check for currently enrolled contacts — HubSpot shows this on the workflow detail page.
34 deals with zero activity in 21+ days — $847K going dark in your pipeline
Your own close rate data: deals untouched 21 days in Proposal Sent close at 11% vs 67% for deals touched weekly. This pipeline is quietly dying.
PIPELINE$847K at risk
✦ FixOps AI Analysis
Of 34 stalled deals, 19 are owned by just 2 reps under-logging activity. FixOps creates an immediate task for each deal owner today and sets up a recurring 14-day activity alert via Sentinel — so this never accumulates silently again.
✓ Best Practice Guide
1
In Pipeline settings, set "Deal goes inactive after 14 days." Fades deals on the board so reps see them immediately.
2
Create a workflow: If deal stage = Proposal Sent AND last activity > 14 days → create task for deal owner + notify manager.
3
Add a required "Next Step" property when moving deals to Proposal Sent. Forces reps to log a commitment before the stage advances.
0 of 87 workflows have goals — no way to measure automation effectiveness
Portal-iQ flagged this in your actual report. But they just showed you the number. FixOps identifies which workflows need goals first and generates suggested criteria for each one.
AUTOMATIONBEST PRACTICE
✦ FixOps AI Analysis
Without goals, workflows run indefinitely even after contacts convert — causing over-emailing, unsubscribes, and inflated engagement metrics. FixOps analyzed your 87 workflows and identified the top 12 to fix first: highest-enrollment workflows with no exit condition currently running.
✓ Best Practice Guide
1
In each workflow, click "Set goal" — define success criteria. For a lead nurture: lifecycle stage changes to MQL. For a welcome series: first login or feature used.
2
Contacts who meet the goal are automatically unenrolled — preventing converted leads from receiving irrelevant emails.
3
Sort workflows by "Enrolled" count descending and start with the top 12 — highest impact, fastest win.
MONITORING LIVE — checks every hour
🛡 FixOps Sentinel

Real-time detection for workflow failures, integration errors, billing risks, and data anomalies. The alert system HubSpot never built. Delivered to email, Slack, or SMS.

2
Critical
3
Warnings
47
Resolved
Active Alerts
Configure →
🔌
P0 · CRITICAL
Salesforce sync stopped
OAuth token expired. 23 updates queued. New deals not syncing to Salesforce.
6 minutes ago
Auto-Fix →
⚙️
P0 · CRITICAL
Workflow "Lead Router v2" failing
47 Google Ads leads not assigned. Branch references deleted property.
14 minutes ago
Fix Guide →
📧
P1 · WARNING
Email bounce rate elevated
At 4.2%, crossed 3.5% threshold. Deliverability risk if trend continues.
2 hours ago
Analyze →
💳
P1 · WARNING
Contacts at 91% of billing tier
At current growth you'll hit your contact tier limit in ~9 days.
4 hours ago
Free Up →
🔑
P2 · WARNING
2 new super admins added
Two users granted super admin this week. Super admins can delete records and export all data.
Yesterday
Review →
✅
RESOLVED
Country fields standardized
3,847 records updated. US/USA → United States. Auto-fixed by FixOps 2 days ago.
2 days ago · Auto-fixed
Alert Delivery Channels
Email Alerts
📧
Active
[email protected]
Slack Alerts
💬
Setup
Click to connect
SMS Alerts
📱
Pro
Upgrade to unlock
Weekly Digest
📅
On
Monday 8am
87 WORKFLOWS DOCUMENTED
📄 FixOps AutoDoc

Every workflow, sequence, and automation documented in plain English — automatically. Updated in real time. The onboarding doc every new hire and agency needs, built while you sleep.

87
Documented
23
Conflicts
14
Changed
Workflow Library
Export Workflow Bible →
Lead Nurture — New Website Demo Requests
ACTIVECONFLICT
Enrolls contacts who submit the demo form. Waits 1 day, sends follow-up. If no reply in 3 days, creates rep task. CONFLICT: Overlaps with "Lead Router v2" — both enrolling from same form.
📊 847 enrolled👤 Marketing⏱ Last run: 4 hrs ago✏️ Changed: 3 days ago
MQL to SQL Handoff — Lifecycle Transition
ACTIVENO GOAL SET
Triggers when lifecycle changes to MQL. Assigns to rep via round-robin. Creates 24hr follow-up task. Contacts remain enrolled after converting — no exit condition set.
📊 234 enrolled👤 RevOps⏱ Last run: 1 hr ago✏️ Unchanged: 47 days
Onboarding Series — New Customers (Legacy)
DEAD — 0 enrollments
5-email onboarding for a discontinued product line. Zero enrollments in 127 days. Safe to archive. FixOps can auto-archive with full backup →
📊 0 enrolled👤 Unknown owner⏱ Last run: 127 days ago
Deal Stage Notification — Proposal Sent
ACTIVE
Triggers when deal moves to "Proposal Sent." Notifies owner and manager. Creates 14-day follow-up task. Updates deal activity timestamp.
📊 34 enrolled👤 Sales Ops⏱ Last run: 2 hrs ago✏️ Changed: 8 days ago
LIVE REVENUE DATA
📊 FixOps RevSignal

The reporting layer HubSpot can't produce natively. Board-ready MRR tracking, pipeline velocity, rep performance, and churn signals — emailed to your team automatically each week.

$2.4M
Pipeline
$82K
MRR
67%
Forecast Acc.
MRR Trend +12% MoM
$82,400
▲ $8,900 from last month
Pipeline Velocity 34 days avg
34d
▲ 6 days slower than last month
Lead → MQL
7d
MQL → SQL
5d
SQL → Proposal
12d
Proposal → Close
10d
Churn Signals 3 at risk
3
accounts showing disengagement
Acme Corp — No login 47 days, ticket unresolved
TechStart Inc — Email engagement down 80% last 30 days
GlobalOps LLC — Usage down 60%, renewal in 45 days
Rep Performance This Quarter
SJ
Sarah Johnson
82%
MR
Mike Roberts
71%
AK
Alex Kim
48%
TW
Tom Wilson
31%
Lead Attribution Last 90 Days
Organic Search
34%
Paid Ads
24%
Direct / Referral
18%
Email Campaign
12%
Unknown Source
12%
⚠ 12% Unknown — broken reporting fix now →
Forecast vs Actual Q4 2024
67%
forecast accuracy this quarter
Forecasted$340,000
Closed Won$228,000
Variance-$112,000
Top issue: Tom Wilson's pipeline 68% overforecast
✉ Weekly RevSignal Digest
Board-ready revenue summary every Monday — MRR trend, pipeline health, churn signals, and top 3 actions.
Simple, Transparent Pricing

Start free. Upgrade when you need more. Cancel anytime.

Free Forever
Snapshot
Portal health check delivered within 24 hours after review.
$0/mo
Free forever · no credit card
✓20-check instant scan
✓Overall FixOps Score
✓Top 3 critical findings
✓PDF summary emailed
✗ AI explanations & guides
Most Popular
Pulse
Full audit, AI insights, fix guides & weekly monitoring.
$149/mo
Billed monthly · cancel anytime
✓All 165 audit checks
✓AI analysis + dollar impact
✓Best practice guides per issue
✓Weekly email digest
✓Daily monitoring + alerts
✓"Fix It For Me" requests
Power Users
Pro
Real-time Sentinel monitoring, auto-fixes & AutoDoc.
$299/mo
Billed monthly · cancel anytime
✓Everything in Pulse
✓Sentinel hourly monitoring
✓Slack + SMS alerts
✓Safe auto-fixes + rollback
✓AutoDoc workflow documentation
✓Monthly board-ready PDF
Revenue Teams
Command
Full platform with RevSignal dashboards & priority service.
$499/mo
Billed monthly · cancel anytime
✓Everything in Pro
✓RevSignal revenue dashboards
✓MRR/ARR + churn signals
✓AI Readiness for HubSpot Breeze
✓3 connected portals
✓4-hour priority response
🛠 Done-For-You Services
All triggered from inside the platform · [email protected]
Quick Fix Pack
Up to 5 auto-fixable issues resolved by the FixOps team
$299
Data CleanUp
Full duplicate merge + field standardization across all records
$499–$999
Workflow Repair
Fix errors, resolve conflicts, archive dead, add goals
$750–$1,500
Reporting Rebuild
Fix broken dashboards, rebuild attribution, clean up reports
$750–$2,000
Full Portal Remediation
Data + automation + pipeline + reporting — complete overhaul
$2,500–$5,000
Monthly Retainer
Ongoing portal management, fixes, monitoring oversight
$1,000–$3,000/mo
🛡 Live Alerts View All →
🔌
Salesforce sync stopped
6 min ago · Integration
⚙️
Lead Router v2 failing
14 min ago · Automation
📧
Bounce rate at 4.2%
2 hrs ago · Email
💳
Contacts at 91% of tier
4 hrs ago · Billing
⚡ Quick Wins 3/8 done
✓
Standardize country field values
AUTO
✓
Archive 6 unused static lists
AUTO
✓
Reassign 14 unowned contacts
AUTO
Fix phone formatting (847 records)
AUTO
Archive 23 dead workflows
AUTO
Rebuild 3 broken dashboards
30 min
Add goals to top 12 workflows
1 hr
Resolve Lead Router conflict
1-2 hrs
📈 7-Day Score Trend
M
T
W
T
F
S
S
70 → 73 ▲ +3 this week
📅 Report Schedule
Weekly Digest
Mondays 8am
Monthly Board Report
1st of month
RevSignal Digest
Not enabled
Enable →
✉ Email Reports Setup
Choose what gets emailed and how often. Professional, clean reports sent directly to you and your team.
Weekly Pulse DigestACTIVE
Every Monday 8am — FixOps score, new issues, fixes completed, top 3 actions for the week.
Sentinel Critical AlertsACTIVE
Immediate email for P0/P1 issues — workflow failures, integration errors, billing risks.
Monthly Board PDF ReportACTIVE
First of each month — 90-day trend, revenue risk summary, fixes completed, FixOps ROI.
RevSignal Weekly DigestPRO FEATURE
Weekly revenue summary — MRR trend, pipeline health, churn signals, rep snapshot.
Sending reports to:
[email protected]
⚡
DoneApplied
✕