# Cleanup Forms

> Audit and remove unused, test, or deprecated forms from HubSpot. Identifies forms with zero submissions, forms not embedded on any page, and test forms left over from development.

- **Type:** Skill
- **Install:** `agentstack add skill-tomgranot-hubspot-admin-skills-cleanup-forms`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [TomGranot](https://agentstack.voostack.com/s/tomgranot)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [TomGranot](https://github.com/TomGranot)
- **Source:** https://github.com/TomGranot/hubspot-admin-skills/tree/main/skills/cleanup-forms

## Install

```sh
agentstack add skill-tomgranot-hubspot-admin-skills-cleanup-forms
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Cleanup Forms

Audit HubSpot forms to remove unused and test forms. Stale forms clutter the forms dashboard and can cause confusion when building workflows or reports.

## Prerequisites

- HubSpot API token in `.env`
- Python with `hubspot-api-client` installed via `uv`
- Note: The Forms API may return 403 on some plan tiers. If so, perform the audit manually in the HubSpot UI under Marketing > Forms.

## Step-by-Step Instructions

### Stage 1: Before — Inventory All Forms

Pull all forms via the API:

```python
from hubspot import HubSpot

api_client = HubSpot(access_token=os.getenv("HUBSPOT_API_TOKEN"))
forms = api_client.marketing.forms.forms_api.get_page(limit=100)
```

For each form, record: form ID, name, type, submission count, created date, last submission date.

### Stage 2: Execute — Identify Candidates for Deletion

Flag forms matching any of these criteria:

1. **Zero submissions** and created more than 30 days ago
2. **No recent submissions** (last submission 6+ months ago) and not embedded on an active page
3. **Test forms** (names containing "test", "temp", "draft", "copy of")
4. **Deprecated forms** replaced by newer versions

Before deleting, check:
- Is the form referenced in any workflow enrollment trigger?
- Is the form embedded on any live landing page or website page?
- Is the form used in any pop-up or slide-in CTA?

### Stage 3: After — Delete and Document

1. Delete confirmed unused forms via the API or UI.
2. Document what was deleted in a cleanup log.
3. If a form with submissions is deleted, the submission data is retained on the contact records — but the form definition is gone.

### Stage 4: Rollback

- Deleted forms cannot be restored in HubSpot.
- Before deleting a form with any submissions, export the form definition (field names, settings) so it can be recreated.
- Contact records retain their form submission history regardless of form deletion.

## Tips

- Establish a naming convention: `[TEAM] - Purpose - Version` (e.g., `[Marketing] - Webinar Registration - v2`).
- Prefix deprecated forms with "[DEPRECATED]" instead of deleting immediately — delete after one quarter of no usage.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [TomGranot](https://github.com/TomGranot)
- **Source:** [TomGranot/hubspot-admin-skills](https://github.com/TomGranot/hubspot-admin-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** yes
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-tomgranot-hubspot-admin-skills-cleanup-forms
- Seller: https://agentstack.voostack.com/s/tomgranot
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.