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Connect HubSpot so Eric can follow leads past your form and see which become deals.

How-to guide · Last updated 27 October 2026

On this page

Eric reads your HubSpot contacts, deals, pipelines and owners, and related activity such as meetings, tasks and email events. He does not change anything in HubSpot.

Before you start

  • A HubSpot login that can see the contacts and deals for this business.
  • In Eric, you need to be the owner or someone who Can change things.

Connect HubSpot

  1. Sign in to Eric. You need to be the owner of the business, or someone who Can change things.
  2. Open Connections from the menu on the left.
  3. Click the Connect your CRM row, then the Connect your CRM button inside it.
  4. Pick HubSpot from the list.
  5. Your browser goes to a secure connection page and then to HubSpot's own sign-in. Sign in and approve read access.
  6. You come back to Connections. Eric tells you what he can now read, or asks you one question to finish.

When it works you see: "HubSpot connected. Following your leads and deals…" with how many contacts and deals Eric has read. He reads the last 90 days first, then checks every hour.

Disconnect or reconnect HubSpot

  1. Open Connections from the menu on the left (under Setup).
  2. Click the Connect your CRM row to open it. HubSpot is listed with its status.
  3. Click Disconnect next to HubSpot. Eric says what will happen; click Disconnect again to confirm, or Keep it.
  4. To connect again, click Add another (or Connect your CRM if nothing else is connected there) and pick HubSpot.
Important: Disconnecting HubSpot stops Eric reading it and deletes what he had already read from it. Connecting again reads the history again from the start.

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