# HubSpot Audit Comparison Report


**Last Updated:** 2025-11-20

**Date:** 2025-11-20  
**Comparison:** Original Audit (Nov 15) vs Updated Audit (Nov 15)

## Executive Summary

This report compares the original audit findings with the updated comprehensive audit to show progress and identify remaining issues.

## Key Improvements

### Form Field Configuration Status

| Metric                    | Original Audit | Updated Audit | Change |
| ------------------------- | -------------- | ------------- | ------ |
| Forms Complete            | 0/7            | 6/7           | +6 ✅  |
| Forms with Missing Fields | 7/7            | 1/7           | -6 ✅  |
| Total Missing Fields      | 23+            | 1             | -22 ✅ |
| Form Field Verification   | Not Done       | Complete      | ✅     |

### Issue Breakdown Comparison

| Category                     | Original | Updated | Change |
| ---------------------------- | -------- | ------- | ------ |
| Form Configuration Issues    | 23       | 21      | -2 ⚠️  |
| UTM Parameter Issues         | 34       | 34      | 0 ⚠️   |
| Code Issues                  | 0        | 0       | 0 ✅   |
| HubSpot Automatic Properties | 42       | 42      | 0 ℹ️   |

**Note:** While form configuration issues decreased slightly, the critical discovery is that fields exist in forms but are not being captured.

## Detailed Comparison

### Form-Specific Progress

#### collect-lead.php

- **Original:** Missing 3 fields (sign_up_type\_\_c, leadstatus, tool_type)
- **Updated:** ✅ All fields present in form (17/17)
- **Status:** Fields exist but not captured ⚠️

#### submit-template.php

- **Original:** Missing 9 fields (content, sign_up_type**c, hs_lead_status, industry, company_size**c, template_type**c, campaign**c, template_category**c, lead_source_detail**c)
- **Updated:** ✅ All fields present in form (19/19) - removed campaign**c and lead_source_detail**c
- **Status:** Fields exist but not captured ⚠️

#### addon-request.php

- **Original:** Missing 4 fields (description, sign_up_type\_\_c, pricing_inquiry_type, leadstatus)
- **Updated:** ⚠️ Missing 1 field (hs_lead_status) - 16/17 fields present
- **Status:** Most fields exist but not captured ⚠️

#### export-workdays.php

- **Original:** Missing 1 field (tool_type)
- **Updated:** ✅ All fields present in form (10/10)
- **Status:** Fields exist but not captured ⚠️

#### shiftops-nps.php

- **Original:** Missing 3 fields (nps_score, nps_category, nps_feedback)
- **Updated:** ✅ All fields present in form (5/5)
- **Status:** Fields exist but not captured ⚠️

#### shiftops-hubspot.php

- **Original:** Missing 1 field (shiftops_index)
- **Updated:** ✅ All fields present in form (10/10) - shiftops_index and grade added
- **Status:** Fields exist but not captured ⚠️

#### lead-capture.php

- **Original:** Missing 7 fields
- **Updated:** ✅ All fields present in form (11/11)
- **Status:** Fields exist but not captured ⚠️

## Critical Discovery

### Original Assumption

- Fields were missing from HubSpot forms
- Solution: Add fields to forms

### Updated Reality

- Fields ARE present in HubSpot forms (verified via API)
- Fields are NOT being captured when contacts are created
- Solution: Investigate submission/mapping issues

## Progress Summary

### ✅ Achievements

1. **Form Field Verification Complete** - All forms checked via API
2. **6/7 Forms Complete** - Only addon-request missing hs_lead_status
3. **Template Fields Added** - template_type**c and template_category**c added
4. **ShiftOps Fields Added** - shiftops_index and grade added
5. **Field Name Corrections** - leadstatus → hs_lead_status fixed
6. **Form GUID Corrections** - export-workdays using correct form

### ⚠️ Remaining Issues

1. **Field Capture Issue** - Fields exist but not captured (critical)
2. **addon-request Missing Field** - hs_lead_status needs to be added
3. **UTM Parameters Not Captured** - All UTM fields exist but not captured
4. **Form-Specific Fields Not Captured** - Many fields exist but not captured

## Next Steps Priority

### High Priority

1. Investigate field capture issue (why fields exist but aren't captured)
2. Add hs_lead_status to addon-request form
3. Verify field name matching between code and forms

### Medium Priority

4. Test form submissions directly with HubSpot API
5. Check form field visibility/required settings
6. Verify form submission format

### Low Priority

7. Browser-based testing for automatic properties
8. Monitor contact creation for patterns
9. Regular audit schedule

## Recommendations

1. **Immediate Action:** Investigate why fields present in forms are not being captured
2. **Form Configuration:** Add hs_lead_status to addon-request form
3. **Testing:** Test form submissions with real browser sessions (hubspotutk present)
4. **Monitoring:** Set up alerts for contacts missing critical properties
5. **Documentation:** Update all documentation to reflect current reality

## Conclusion

Significant progress has been made in form field configuration (6/7 forms complete), but a critical issue has been discovered: fields exist in forms but are not being captured. This shifts the focus from "add missing fields" to "fix field capture mechanism."