HUBSPOT SETUP

Set up Lead-Enrich in HubSpot

Connect your HubSpot portal, place the app card, and approve your field mapping. This guide walks admins through the complete setup.

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Lead-Enrich × HubSpot

Requirements

An active Lead-Enrich account with trial or paid access

Super Admin access to the HubSpot portal you want to connect

Access to the email address of the HubSpot admin installing the app

LEHSConnected

BEFORE YOU START

What you need

Setup takes only a few minutes. Have these three things ready.

An active Lead-Enrich account with trial or paid access
Super Admin access to the HubSpot portal you want to connect
Access to the email address of the HubSpot admin installing the app

STEP BY STEP

From connection to your first verification

Complete these steps in order. Field mapping is approved separately for each HubSpot portal.

Connect

Open the HubSpot connection in Lead-Enrich

Enter the email address of the HubSpot admin who will complete the installation.
Open the one-time installation link using that exact HubSpot admin account.

Authorize

Choose the portal and approve access

Select the correct HubSpot portal and review the requested permissions.

Confirm the connection by selecting “Connect app”.
Lead-Enrich receives only the Company and list permissions described below.

Place

Add the Lead-Enrich app card

In HubSpot, open Settings → Integrations → Connected Apps → Lead-Enrich.

Open “App cards”, then “Manage locations”.
Place the Lead-Enrich card in the middle column of the Company record.

Check

Check Lead-Enrich properties

Open the app settings. The HubSpot property check starts automatically.

If a property is missing, select “Check properties” again.
Lead-Enrich creates its verification fields in a dedicated property group.

Map

Analyse Company fields and approve the mapping

Select “Analyse Company fields”, review the suggested destinations, and adjust them where needed.

Approve only after website, name, legal form, address, VAT ID, and register number are mapped correctly.
Each portal has its own mapping version; approval is not inherited from another portal.

Test

Run a controlled verification

Create a Company record for a real business you control and open the Lead-Enrich card.

Select “Verify now” and wait for the status to complete.
Check the Lead-Enrich fields and the Company fields filled through the approved mapping.

SAFE TEST RECORD

Use this controlled company

Lead-Enrich requires a real legal notice and matching commercial-register evidence. A made-up company is therefore not a valid test.

Company nameBonanza Design GmbH

Website URLhttps://bonanza-studios.com/

This record belongs to the Lead-Enrich team and may only be used for the controlled installation test.

EXPECTED RESULT

How to recognise a successful setup

The app card shows the verification status on the Company record.
The “Lead-Enrich verification” group contains the verified company values.
Approved mapping destinations are filled only when their current values are empty.
A repeated check with unchanged inputs may reuse the still-current result.

Lead-Enrich does not overwrite customer fields that already contain data. A value also stays blank when no reliable source was found.

MULTIPLE COMPANIES

Start verifications in bulk

After the single-record test, eligible users can verify multiple companies from the Lead-Enrich App Home.

Choose all Companies or a saved HubSpot list.

Review the preview and displayed allowance usage.

Confirm the run and follow its progress in the history.

PERMISSIONS

Why Lead-Enrich needs these HubSpot permissions

The app requests only the access needed for setup, verification, and writeback.

OAuth

Securely connects your HubSpot portal to Lead-Enrich.

Read Companies

Reads Company values selected for verification.

Read Company schema

Finds existing fields so the mapping can be suggested correctly.

Write Companies

Writes confirmed results into the approved destination fields.

Write Company schema

Creates the Lead-Enrich property group and its fields.

Read lists

Lets you select a saved Company list for a bulk run.

HELP AND REMOVAL

Need help?

Send us your Lead-Enrich account name, HubSpot portal ID, and the step where you are stuck. Never send passwords or sign-in details.

moritz@lead-enrich.com

Remove the app

In HubSpot, open Settings → Integrations → Connected Apps → Lead-Enrich and select “Uninstall”. Company values already written to your portal remain there.

Ready to set up?

Go to Lead-Enrich