HubSpot Audit Knowledge Doc
Step 1:Log in to the portal using your work email
Visit https://platformauditpro.com/login to kickstart your audit process. Enter your work email ID and the one-time code sent to your inbox.
Step 2:Verify your email and choose your account type
After logging in, verify your email address and select whether you are a Partner or Client. This ensures the audit process captures the relevant activities for your HubSpot account.
Step 3:Connect to your HubSpot portal
Use your HubSpot credentials to securely connect your portal. Accept all requested permissions so the audit can access the necessary data.
Step 4:Automatic report generation
Once the portal is connected, the audit starts automatically. The report is generated in about 40 minutes, depending on the size of your HubSpot database.
Step 5:Access your past reports
You can view and download all previously generated reports directly from your portal, allowing you to track improvements and monitor changes over time.
