Setup Guide

Connect FixOps to Your HubSpot Portal

Run a full 165-point audit of your HubSpot portal in under 2 minutes. No credit card required. Read-only access — we never modify your data.

Under 2 minutes to connect
🔒 Read-only access only
📧 Results emailed to you instantly
🔌 No installation required
1
Step 1
Go to fixops.io and start your free audit

Visit fixops.io and click the "Run Free Portal Audit" button. A plan selector will appear — select the Free plan to get started at no cost.

What you'll see:

  • A plan comparison showing Free, Pulse, Pro, and Agency tiers
  • Click "Start Free Audit" under the Free plan
  • A modal will appear asking for your email and company name

💡 Tip: Enter the email address where you want to receive your audit report. We'll send a full copy to that address when the audit completes.

2
Step 2
Enter your email and company name

Fill in your work email address and company name, then click "Connect HubSpot". This opens the HubSpot OAuth authorization screen.

Required fields:

  • Email address — where your audit report will be delivered
  • Company name — used to personalize your report
3
Step 3
Authorize FixOps in HubSpot

You'll be redirected to HubSpot's authorization screen. Log in to HubSpot if prompted, then select the portal you want to audit and grant FixOps read-only access.

On the HubSpot authorization screen:

  • Select the HubSpot portal you want to audit from the dropdown
  • Click "Select all" next to Optional scopes for the most comprehensive audit
  • Check the acknowledgment checkbox
  • Click "Connect app" to authorize

🔒 Security note: FixOps requests read-only access only. We cannot create, modify, or delete any data in your HubSpot portal. You can revoke access at any time from HubSpot → Settings → Integrations → Connected Apps.

Permissions requested (read-only):

ScopeUsed forRequired
crm.objects.contacts.readContact health — duplicates, missing emails, lifecycle stages, decay analysisRequired
crm.objects.companies.readCompany intelligence — domain health, employee data, association gapsRequired
crm.objects.deals.readPipeline health — deal risk scoring, stalled deals, zero-dollar dealsRequired
ticketsService health — ticket SLA, response times, pipeline stagesRequired
crm.objects.owners.readTeam intelligence — owner assignments, ghost seat detection, rep scoringRequired
crm.objects.quotes.readQuote health — expired quotes, unfinished deals, approval gapsRequired
crm.objects.products.readProduct catalog health — pricing, product usage in dealsRequired
crm.schemas.contacts.readProperty health — unused custom properties, property groupsRequired
crm.schemas.deals.readDeal property audit — custom field usage, data completenessRequired
crm.lists.readList health — inactive lists, overlapping segments, list sizesRequired
settings.users.readUser and seat health — ghost seats, permissions, inactive usersRequired
account-info.security.readSecurity health — super admin count, 2FA status, security configRequired
communication_preferences.readEmail health — unsubscribe rates, subscription type configRequired
automationWorkflow intelligence — dead workflows, missing goals, trigger conflictsOptional
formsForm health — conversion rates, fields with no submissionsOptional
automation.sequences.readSequence performance — reply rates, step dropoff, inactive sequencesOptional
marketing.campaigns.readCampaign attribution — email performance, campaign ROIOptional
contentLanding page health — draft pages, unpublished contentOptional
crm.objects.custom.readCustom object intelligence — record counts, field usageOptional
4
Step 4
Watch your audit run in real time

After authorizing, you'll be redirected to the FixOps scanning page. You'll see a real-time checklist as FixOps analyzes your portal across 10 health dimensions.

What FixOps checks during the audit:

  • Data Integrity — duplicates, missing emails, unowned contacts
  • Pipeline Integrity — stalled deals, missing close dates, $0 deals
  • Automation Health — dead workflows, missing goals
  • Marketing Health — broken forms, empty lists
  • Configuration & Security — excess super admins, inactive seats
  • Reporting Quality — missing pipeline values, forecast accuracy
  • Team Adoption — activity logging, rep engagement
  • Service Health — ticket management, SLA compliance, support health
  • Billing & Tier Intelligence — HubSpot contact tier risk, suppression candidates, monthly savings
  • Hub Utilization — unused features, ROI of your HubSpot subscription

After the free audit, you can connect a monthly plan to unlock 38 intelligence views including AI Deal Coach, RevOps AI Coach, Workflow AutoDoc, Change Intelligence, and weekly automated monitoring.

The audit typically completes in 30–60 seconds. The page will automatically redirect to your results when done.

5
Step 5
Review your results and take action

Your results page shows a health score out of 100, dimension-by-dimension breakdown, and a prioritized list of issues with detailed fix guides and dollar impact estimates.

Your results include:

  • Overall health score — scored 0–100 with a grade (Excellent / Good / Needs Attention / Critical)
  • 8 dimension scores — individual scores for each area of your portal
  • Issue cards — every issue found with severity, description, and business impact
  • Fix guides — step-by-step instructions to resolve each issue yourself
  • Monthly waste estimate — dollar value of inefficiencies found
  • Fix It For Me buttons — one click to request our team to fix it for you
  • PDF download — branded report you can share with your team or leadership

✅ A copy of your full report is also emailed to the address you provided. The results link stays active for 7 days so you can revisit anytime.

Complete
Disconnect FixOps when you're done

FixOps only needs access during the audit. Once complete, you can revoke access at any time from your HubSpot settings. Your results remain available via your emailed link.

To revoke FixOps access from HubSpot:

  • Go to your HubSpot account → Settings (gear icon)
  • Navigate to Integrations → Connected Apps
  • Find FixOps in the list
  • Click Actions → Disconnect

Frequently Asked Questions

Can FixOps modify or delete my HubSpot data? +
No. FixOps requests read-only OAuth access. We are technically unable to create, modify, or delete any records, properties, workflows, or any other data in your HubSpot portal. Our integration only reads data to generate your audit report.
What HubSpot plan do I need? +
FixOps works with any HubSpot plan including the free CRM. The audit checks available may vary based on which HubSpot hubs and features your account has access to. You need to be a HubSpot portal admin or have admin-level permissions to authorize the connection.
How long does the audit take? +
Most audits complete in 30–60 seconds. The exact time depends on the size of your HubSpot portal. Portals with tens of thousands of contacts may take slightly longer, but typically under 2 minutes.
Is my data secure? +
Yes. All data transmission is encrypted via HTTPS/TLS. We never store your raw HubSpot data — only the audit findings and scores are saved, for up to 7 days. We do not sell or share your data with any third parties. See our Privacy Policy for full details.
How do I get the "Fix It For Me" service? +
On your results page and inside the reporting dashboard, every issue has a "Fix It For Me" button. Clicking it sends our team the issue details from your portal — we review your specific situation, and respond within 24 hours with a clear, flat-rate proposal for that exact fix. No hourly billing, no discovery calls. You approve the scope, we build it. For larger projects, you can also book a call at calendly.com/matthew-fixops/30min.
Can I run audits on multiple HubSpot portals? +
Yes. Each audit runs independently. You can run the free audit on as many portals as you have admin access to. For ongoing monitoring of multiple portals, check out our Pulse, Pro, or Agency plans.
How do I contact support? +
Email [email protected] directly or book a call at calendly.com/matthew-fixops/30min. Our team personally reviews every audit and responds to all inquiries.

Ready to audit your portal?

165 checks. Under 2 minutes. Free.

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