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Zapier Integration: Connecting Eano with HubSpot

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Written by Rosse Montalban

Eano Pro doesn’t have a direct integration with HubSpot — but we don’t need one.

Zapier sits in the middle and gives you a no-code way to wire the two systems together. This guide walks you through getting them talking, including the bidirectional setup most teams want: new HubSpot deals show up as Eano projects, and stage changes flow both ways.


Before You Begin

You’ll want a few things in your back pocket:

  • An Eano account with the right scope to act on the projects you want to sync. Whoever connects Zapier is the user that inbound Zaps will create and update projects on behalf of, so this is usually an Owner or Admin.

  • A Zapier account (the free tier works for simple one-way Zaps; bidirectional setups usually need a paid plan because of multi-step Zaps).

  • A HubSpot account where you can create and edit deals, and connect new apps.

  • A rough idea of which HubSpot deal stages should map to which Eano project stages. Jot these down before you start — it’ll save backtracking later.


Step 1: Connect Eano Inside Zapier

  1. Sign in to Zapier

  2. Click Create Zap

  3. When prompted to pick an app, search for Eano and select it

Zapier will pop open a small window asking you to sign in to Eano — this is Eano’s front door, and Zapier is politely knocking.

  1. Sign in with your Eano credentials

  2. Click Authorize

The window will close on its own once the handshake is complete. Zapier now has a secure, revocable connection to your Eano account — no copy-pasting API keys, no token rotation to worry about.

Tip: If your browser blocks the pop-up, allow pop-ups for Zapier and try again.


Step 2: Connect HubSpot Inside Zapier

  1. In the same Zap builder, pick the other app

  2. Search for HubSpot and select it

  3. Sign in and authorize access

Zapier will walk you through signing in to HubSpot the same way. Once both apps are connected, you’re ready to start building Zaps.

You only have to do Steps 1 and 2 once. Every Zap you build from here on can reuse the same connections.


The Three Things Eano Can Do With HubSpot

Before building your workflows, it helps to understand what’s available.

Eano shows up in Zapier with a set of triggers and actions:

Triggers (Eano → HubSpot)

  • New Project Created — fires when a new project (or opportunity) is created in Eano

  • Project Stage Changed — fires when a project moves from one stage to another

Actions (HubSpot → Eano)

  • Create Project — creates a new project in Eano from a HubSpot deal

  • Link External CRM Record — connects an Eano project to a HubSpot deal

  • Update Project Stage — updates the stage of an Eano project

Most teams use a combination of these depending on their workflow.


Setup A: One-Way — HubSpot Deals Become Eano Projects

This is the simplest setup and a great place to start. When a new deal lands in HubSpot, a project is automatically created in Eano.

Steps

  1. In Zapier, create a new Zap

  2. For the trigger, pick HubSpot → choose New Deal

    • Or use New Deal in Stage if you only want specific deals (e.g., “Contract Sent”)

  3. For the action, pick EanoCreate Project

  4. Map the fields:

  • Project Name — HubSpot deal name

  • Address — your HubSpot project address field (or create one if needed)

  • Customer Name, Email, Phone — from the associated contact

  • External ID — set this to the HubSpot Deal ID (this is the most important field)

  • Eano Stage — optional (defaults to “New” if left blank)

  1. Test the Zap with a real HubSpot deal

  2. Turn it on

From now on, matching HubSpot deals will automatically appear in Eano.


Setup B: Two-Way — Stages Stay in Sync

Once the basic flow is working, most teams want stage changes to flow both ways.

The key idea:
Each system needs to know the other’s record ID.

  • HubSpot stores the Eano project ID

  • Eano stores the HubSpot deal ID

Once linked, updates can sync in either direction.

You’ll build three Zaps.


Zap 1: HubSpot Deal Created → Eano Project Created

This is Setup A above.

Make sure the External ID is mapped to the HubSpot deal ID — this is what makes everything else work.


Zap 2: Eano Project Created → HubSpot Deal (Optional)

If your team creates projects directly in Eano, this Zap mirrors them back to HubSpot.

Steps

  1. Trigger: Eano → New Project

  2. Action: HubSpot → Create Deal

  3. Action: Eano → Link External CRM Record

That third step closes the loop. Without it, stage syncing won’t work.


Zap 3: Stage Changes Flow Both Ways

This is two Zaps—one in each direction.

HubSpot → Eano

  1. Trigger: HubSpot → New Deal Property Change

    • Property Name: Deal Stage

  2. Action: Eano → Update Project Stage

  • Map HubSpot Deal ID → External CRM ID

  • Map HubSpot Stage → External Status

  • Select the matching Eano stage


Eano → HubSpot

  1. Trigger: Eano → Project Stage Changed

  2. Action: HubSpot → Update Deal

Match using the External CRM ID and update the deal stage.

Because each Zap only fires on actual changes—and Eano briefly suppresses outbound updates after receiving one—you won’t get stuck in a loop.


A Note on Stage Mapping

Eano and HubSpot stages don’t need to match one-for-one.

  • HubSpot focuses on the sales pipeline

  • Eano covers the full lifecycle

The goal is to pick the closest match.

Common examples:

  • Appointment Scheduled → Qualifying

  • Qualified to Buy → Estimating

  • Contract Sent → Proposal Sent

  • Closed Won → Closed (Won) or Site Measurement

It’s normal for multiple HubSpot stages to map to the same Eano stage.


Corner Cases Worth Knowing

Duplicate Deals

If a deal appears twice, check that External ID is mapped correctly.
This is what enables deduplication.


Fast Stage Changes

If a deal changes stage immediately after creation, Eano may briefly pause (up to ~30 seconds) to let everything sync properly.


Missing Stage Updates

If stages aren’t syncing:

  • Check if the project has an External CRM ID

  • If not, run Link External CRM Record manually


Rate Limits

Eano allows up to 60 inbound calls per minute per user per Zap action.

For bulk imports:

  • Run in batches

  • Slow down the Zap if needed


Disconnecting

To stop syncing:

  • Turn off Zaps in Zapier

  • Or revoke Zapier access in Eano settings

Existing projects will remain — disconnecting only stops live sync.

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