HubSpot setup guide

EnrichEazy is a separate workspace from HubSpot. Sign in at app.enricheazy.com, then connect your HubSpot account. There is no live two-way sync. You pull a HubSpot list when you want to enrich it.

With this connection you can:

• Read HubSpot contact lists into EnrichEazy (From CRM).
• Enrich contacts inside EnrichEazy (found emails and phones stay in EnrichEazy).
• Update existing HubSpot contacts with name, job title, company, LinkedIn URL, EnrichEazy Score, and EnrichEazy Source. New HubSpot contacts are not created. Email and phone are not written to HubSpot.

Install the app

You can start from the HubSpot Marketplace listing or from EnrichEazy.

From the HubSpot Marketplace

1. Open the EnrichEazy listing and click Install.
2. Sign in to EnrichEazy with your workspace email (EnrichEazy login is required).
3. Follow Connect HubSpot below to approve access.

From EnrichEazy

1. Sign in at app.enricheazy.com. New teams can create a workspace first.
2. Go to Settings → Integrations.
3. On the HubSpot card, click Connect HubSpot. Only the workspace owner can connect.
4. Choose the HubSpot account you want to use, then click Choose Account.
5. Review the requested access. EnrichEazy asks to read and write contacts, read and write contact properties, read lists, and see the installing account.
6. Click Connect app. You return to Settings with HubSpot marked Connected.

If lists are not readable after an older connect, click Reconnect HubSpot and approve list access again.

Configure the app

There is no field-mapping screen and no sync-direction toggle. EnrichEazy maps HubSpot fields automatically:

• Match: existing HubSpot contact id, or work email / LinkedIn URL to find an existing contact.
• Email and phone: not written to HubSpot. Use EnrichEazy (or CSV export) for found contact details.
• Updated on write-back: first name, last name, job title, company, LinkedIn URL, EnrichEazy Score (enricheazy_score), and EnrichEazy Source (enricheazy_source) on contacts that already exist in HubSpot.

Anyone on the EnrichEazy team can run From CRM after the owner connects. Credits: 1 per work email found, 10 per phone found. Unused contact credits are refunded when a field is not found. LinkedIn career enrichment does not use contact credits.

Use the app

Enrich a HubSpot list (From CRM)

1. In HubSpot, create or open a contact list.
2. In EnrichEazy, go to Enrichment → From CRM.
3. Choose what to enrich (Contact only, Full profile, or Career only).
4. Select the HubSpot list. Click Refresh lists if you just created it.
5. Click Preview list, confirm the credit checkbox, then Start enrichment.

Review enriched results

1. Wait until the HubSpot list batch shows Done.
2. Open leads in EnrichEazy or download CSV for found emails and phones.
3. Existing HubSpot contacts may show updated title, company, LinkedIn URL, and EnrichEazy Score. Email and phone fields in HubSpot are left unchanged.

Disconnect the app

Disconnecting removes EnrichEazy from that HubSpot account (Settings → Integrations → Connected apps) and revokes EnrichEazy’s access. EnrichEazy stops reading lists and updating contacts. Values already saved in HubSpot stay in HubSpot. EnrichEazy leads stay in EnrichEazy. Custom properties already created on HubSpot contacts are not deleted.

1. Sign in to EnrichEazy.
2. Go to Settings → Integrations.
3. On the HubSpot card, click Disconnect.

Only the workspace owner can disconnect. Reconnect later with Connect HubSpot.

Uninstall the app

Uninstalling in HubSpot revokes EnrichEazy’s OAuth access. The next time EnrichEazy talks to HubSpot it marks the connection off and stops further calls. HubSpot contacts, lists, and property values already saved in HubSpot are not deleted.

1. In HubSpot, open Settings.
2. Go to Integrations → Connected apps.
3. Find EnrichEazy, click Actions → Uninstall, then confirm.

HubSpot’s uninstall steps are also in this HubSpot Knowledge Base article .

Help

Questions about this connection: support@enricheazy.com.