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.