Get Started with EasyID

Install EasyID from the HubSpot App Marketplace. The app will request permissions to read and write CRM objects (deals, contacts, companies, tickets).

• One-click installation from HubSpot Marketplace
• Secure OAuth integration
• No additional setup required
• Automatic permission handling

Access the EasyID settings page from your HubSpot app dashboard to configure sequential ID generation for each object type.

• Custom prefixes for each object type
• Flexible number formatting
• Multiple columns per object type (Pro plan)
• Real-time configuration updates

Create custom properties in HubSpot for each object type where you want sequential IDs generated.

• Match property names with EasyID configuration
• Use single-line text field type
• Set appropriate field labels
• Configure field visibility as needed

Create a new record in HubSpot to test automatic ID generation. The sequential ID should appear in your configured property.

• Automatic generation on record creation
• Real-time webhook processing
• Consistent sequential numbering
• Immediate property updates

Use the bulk update feature to generate IDs for existing records that don't have sequential IDs yet.

• Bulk update existing records
• Progress tracking and monitoring
• Available on Starter and Pro plans
• Safe operation with rollback options