Free · Read-only

    Scan your HubSpot CRM with the AI assistant you already use

    Paste one link into your AI assistant. It runs a read-only check of a sample of your HubSpot data and gives you a CRM readiness score, the issues that matter most to agents and reps, and the three things to fix first. Nothing changes in your CRM, and Axon Data never sees your data.

    See how it works ↓

    Paste this link into your AI assistant

    https://axondata.ai/crm-scan.md

    Works with any AI assistant that's connected to HubSpot through an integration or connector.

    HOW IT WORKS

    How does the AI CRM scan work?

    01

    Paste the link.

    Give your AI assistant the link above. It reads a short, public instruction page.

    02

    It reads a sample.

    Your assistant uses your existing HubSpot connection to read up to about 500 recent records per check. It only reads.

    03

    Get your snapshot.

    You get a 0–100 CRM readiness score, a table of results and the top three fixes, right in your chat.

    Don't have HubSpot connected to your AI assistant yet? The scan tells you how to connect it, then stops.

    WHAT IT CHECKS

    What does the scan check in HubSpot?

    Seven checks, chosen because they're the ones that trip up AI agents and reps first.

    domain

    Duplicate companies

    Companies that share the same domain

    email

    Duplicate contacts

    Contacts that share the same email

    owner

    Unowned contacts

    Contacts with no owner or a deactivated owner

    Owner ≠ Owner

    Owner mismatch

    Contact owner differs from the associated company owner

    industry: null

    Blank key fields

    Missing company domain, industry, contact job title and lifecycle stage

    company: none

    Contacts with no company

    Contacts not associated with any company

    closedate < today

    Open deal problems

    Open deals with no contact, no company, or a close date in the past

    THE SAFETY PROMISE

    Is the AI CRM scan safe to run?

    Yes. The instructions are public and short enough to read in full before you run them. Read the instructions.

    Read-only.

    Your assistant is told never to create, update, merge or delete anything.

    Sampled.

    Up to about 500 records per check. No full export.

    Nothing leaves your AI session.

    Axon Data receives no CRM data. Results show percentages and rough counts, never names or emails.

    EXAMPLE OUTPUT

    What does the result look like?

    CRM readiness snapshot · Score: 79 / 100 · Needs work

    Example only. These numbers are made up to show the format.

    CheckResultWhy it matters for agents and reps
    Duplicate companies12% share a domain (~1,000)Agents read half the account
    Duplicate contacts6% share an email (~1,900)Double outreach, split history
    Unowned contacts22% (~6,800)Leads nobody works
    Owner mismatch17% (~3,100)Two reps on one account
    Blank key fieldsIndustry 46% · Title 38% · Lifecycle 15% · Domain 9%Agents can't segment or route
    Contacts with no company26% (~8,100)Account views undercount
    Open deal problems35% of open deals (~220)Forecasts drift

    Fix these first: 1) open deals past their close date or missing a contact, 2) blank industry and job title, 3) contacts with no company.

    FAQ

    Frequently asked questions

    Does the AI CRM scan change anything in HubSpot?

    No. The instructions tell your AI assistant to only read data, and never to create, update, merge or delete records. If a step would need a write, the assistant skips it. Your assistant still runs with the HubSpot permissions you gave it, so a read-only connection is the safest setup.

    Does Axon Data see my CRM data?

    No. The scan link is a plain instruction page. Your AI assistant reads it and runs the checks inside your own session, using your own HubSpot connection. No CRM data is sent to Axon Data.

    Which AI assistants work with the scan?

    Any AI assistant that can read a web page and is connected to HubSpot, for example through a HubSpot integration or connector in a chat or coding assistant. If HubSpot isn't connected, the assistant explains how to connect it and stops.

    How is this different from Axon Data's free CRM scan?

    This is a quick, sample-based read of seven checks. Axon Data's free CRM scan reads every record, flags issues as structured, fixable data, and keeps finding and flagging them continuously. You get a full report and a walkthrough with the team.

    GO DEEPER

    Get the full picture with a free CRM scan

    The quick scan shows where to look. Axon Data finds and flags these issues across every record, continuously, so your team and your AI agents can trust your CRM. Axon Data suggests and your admin approves.