cleanup-forms

# 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.