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.

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Install skill "cleanup-forms" with this command: npx skills add tomgranot/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:

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.

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