Integration

Generate Documents from HubSpot CRM Data

Pull contacts, deals, and companies from HubSpot and generate professional documents directly.

Included on all paid plans. Starting at $19/month.

What You Can Do

Contacts to Letters

Generate personalized welcome letters or onboarding documents.

Deals to Proposals

Pull deal data to auto-generate proposals and invoices.

Companies to Reports

Create branded account summaries from company data.

How to Connect

1

Go to Settings

Navigate to the Settings page in your EZdoc account.

2

Click Connect under HubSpot

Click the Connect button to start OAuth authorization.

3

Authorize access

Approve EZdoc to read your HubSpot contacts, deals, and companies.

4

Start generating

Go to Bulk Generate, click HubSpot tab, select your data.

Frequently Asked Questions

What HubSpot data can I access?
Contacts, Deals, and Companies with all standard properties.
Is my HubSpot data safe?
Yes. EZdoc only requests read access. We never modify your HubSpot data.

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