Getting started with TRoo Audit
Follow these steps to connect your HubSpot portal and run your first audit.
Installation steps
Click the Install button on the TRoo Audit marketplace listing. You will be redirected to TRoo Audit to begin the connection.
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.
Enter your email address and verify it with a one-time code. Then set a password to secure your TRoo Audit account.
From your dashboard, click "Run Audit" next to your connected portal. Select the entity types you want to audit (Contacts, Companies, Deals, Workflows, Marketing, Content) and click "Start Audit".
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 PDF" for a shareable report.
HubSpot permissions requested
TRoo 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 owner assignment across CRM objects |
| crm.schemas.contacts.read | Read contact property definitions |
| crm.schemas.companies.read | Read company property definitions |
| automation.sequences.read | Audit sequence usage and health |
| automation | (Optional) Audit workflows and automations |
| marketing.campaigns.read | (Optional) Analyse marketing email performance |
| content | (Optional) Audit landing pages and content assets |
Need help?
Email us at support@trooinbound.com and we'll get back to you within one business day.