HubSpot CRM Health Audit for Large Scale Conferences Checklist

Is Your HubSpot Portal Ready for 10,000+ Attendees?

Large-scale events create massive amounts of data in a short window. If your CRM isn't optimized, you'll face broken workflows, duplicate records, and reporting nightmares. Use this checklist to audit your portal 30 days before doors open.

Data Integrity & Deduplication

• Ensure 'Email' is the primary unique identifier for all ticketing forms.
• Clear out 'Test' contacts from previous event cycles.
• Standardize Country and State properties to 'Dropdown' format for better reporting.

Workflow & Automation Stress Test

• Check for 'Circular Logic' in workflows that might cause infinite loops.
• Verify that 'Ticket Confirmation' emails have the highest priority and aren't delayed by high volume.
• Review API limit usage to ensure your ticketing integration won't be throttled.

User Permissions

• Audit 'Export' permissions to prevent unauthorized data downloads.
• Create an 'Event Staff' permission set with limited access to sensitive deal data.