Portal Pulse
Most agencies audit your HubSpot with a junior and a spreadsheet. We built an agent for it. Portal Pulse reads a portal end to end, proposes every fix in plain language, and changes nothing without sign-off. It is the tooling behind how Media Garcia works, and part of why our work holds up where other shops guess.
34
Scanner Modules
0
Writes Without Your Sign-off
3
Plays, Scoped and Reversible
< 5min
To Your First Pulse
Scan. Plan. Fix. In that order.
Portal Pulse never runs ahead of you. It earns the next step by showing its work on the last one.
We show you what we see.
A full read of your portal before anything is touched. Pipelines, properties, workflows, reports. You read the room before we enter it.
We propose. You approve.
Every action is drafted, scoped, and explained in language your team already uses. Nothing ships without your sign-off.
We do the work. You review the summary.
The agent executes inside the lanes you approved, then hands you a clean record of what changed and why.
Your first pulse reads every corner of the portal
Before Portal Pulse proposes a single change, it reads the whole portal against best-practice rules and surfaces what matters, each finding with a severity and a recommended fix.
Contact & Company Health
Duplicate detection, missing required fields, lifecycle stage inconsistencies, data decay scoring.
8 scannersDeal Pipeline Integrity
Stale deals, missing close dates, stage skip detection, amount inconsistencies, pipeline hygiene.
6 scannersWorkflow & Automation Audit
Broken workflows, enrollment conflicts, suppression list gaps, execution errors, redundant automations.
5 scannersIntegration Health
Sync errors, field mapping mismatches, API rate limit warnings, stale connections.
4 scannersReporting & Attribution
Broken dashboards, campaign tracking gaps, UTM inconsistencies, lifecycle funnel leaks.
5 scannersSecurity & Compliance
User permission review, sensitive data exposure, GDPR consent gaps, audit trail coverage.
6 scannersThen it runs plays, not scripts
Each play is a scoped piece of work with a dry run you approve and an undo path you can use. You check the scope, not the line items.
The Clean Slate Play
Retire the automations, properties, and reports nobody uses, with a paper trail your admin can defend in a meeting.
The Pipeline Integrity Play
Deal stages that mean the same thing across every team, so your CRO can put a number behind the forecast without a caveat.
The Lead Source Play
One attribution taxonomy. Every lead, every channel, every campaign stitched to a source you can actually measure.
What your first pulse looks like
An anonymized preview of a real Portal Pulse read. Every finding has a severity, a plain-language explanation, and a recommended fix.
Overall Health
Category Breakdown
Sample Findings
47 users found. 1 generic email detected. Review info@acme-corp.com for shared credential risk.
Checked 3 domains. None have HubSpot tracking code installed.
5 domains connected (4 resolving). DNS configuration healthy.
SPF record not detected for sending domain. Email deliverability at risk.
+ 78 more findings in full report
Why working with Media Garcia is different
Portal Pulse is one of several agents we run in-house. Most agencies in our space cannot say that.
We build, we don't just configure
Other shops resell HubSpot's native tools and call it strategy. We engineer our own agents on top of them. Portal Pulse is one of several we run in-house.
Findings you can actually trust
Every issue we raise is backed by an agent that read your real portal against 82 rules, not a junior working from a generic checklist.
Senior work, at machine speed
Plays that take other agencies weeks of manual effort run in hours here, with a dry run you approve and an undo path you can use.
Common questions about Portal Pulse
What access does Portal Pulse start with?
It starts with read-only OAuth to your HubSpot portal. The first pulse never writes, modifies, or deletes anything. Access is scoped to the specific APIs each module needs, and you can audit every scope inside HubSpot.
Does it ever change my data?
Only after you approve a specific play, and only inside the lanes you signed off on. Every action type is one you have approved before, every action has an undo path, and the agent stops the moment it reaches something outside its authority.
How is my data protected?
Scan data is processed in memory and is not stored on our servers beyond the report window. The agent works against your portal through the API. It does not copy your database somewhere else.
Can I revoke access?
Any time, from HubSpot Settings, Integrations, Connected Apps. The first pulse is non-invasive, so you can run it, read the report, and revoke it if the read is all you came for.
What is a play?
A scoped piece of work with a dry run you approve and an undo path you can use. Clean Slate, Pipeline Integrity, and Lead Source are the first three. You check the scope, not the line items.
Does it work with my HubSpot plan?
Yes. It works across Free, Starter, Professional, and Enterprise. Some modules and plays surface more on Professional and Enterprise, where workflows and custom reporting live.
See it on your own portal
The fastest way to understand how we work is to let the agent read your portal. Read-only, about five minutes, and nothing changes without your sign-off.
Run your first pulseYou approve every action type. Portal Pulse never runs one you have not signed off on before.
Every action has an undo path. And we use it before you have to ask.
If something goes wrong, you hear it from us first. With the blast radius, before you find it yourself.
Prefer to talk first?
Tell us about your portal and we will walk you through what a first pulse would surface.