EAZYMATCH AI HELP CENTRE

Getting Started with EazyMatch AI
Learn how to connect your CRM, map your fields, configure your ICP and run your first scan. Then explore data hygiene, task management, enrichment, GDPR readiness and other key features.

Initial setup

Connect EazyMatch AI to Your CRM

Choose your CRM and follow the relevant setup guide to create your account, authorise the connection and prepare for your first scan.

Connect HubSpot

Connect EazyMatch AI to HubSpot, authorise your account and prepare your contacts and companies for analysis.

View HubSpot setup guide

Connect Pipedrive

Connect EazyMatch AI to Pipedrive and prepare your people and organisations for your first data-quality scan.

View Pipedrive setup guide

Getting started guides

Complete Your Initial Setup

Configure the fields and rules EazyMatch AI uses, then run your first scan and begin reviewing your CRM data.

Map Your Fields

Confirm which CRM fields EazyMatch AI should use when analysing your contacts and companies.

Read guide

Set Up Your ICP

Define the job titles, industries, company criteria and activity rules used to assess your CRM records.

Read guide

Sync Your Data

Learn how EazyMatch AI synchronises your CRM records, tracks processing progress and prepares your dashboard results.

Read guide

Key features

Explore EazyMatch AI

Learn how to use the main tools for reviewing, improving and managing the quality of your CRM data.

Data Hygiene

Find contacts and companies with missing information and review eligible fields using Apollo enrichment.

Read guide

Task Manager

Review HubSpot and Pipedrive tasks, identify overdue or duplicategada follow reminders and automatically reschedule incomplete activities.

Read guide

Job Title Normalisation

Turn inconsistent CRM job titles into normalised titles with seniority and business function for better ICP matching, segmentation and reporting.

Read guide

New Records

Find new contacts and companies that have entered your CRM and need review.

Guide coming soon

Data Enrichment

Understand how enrichment can help fill missing contact and company information.

Guide coming soon

GDPR Readiness

Review data-retention and consent issues highlighted after your scan.

Guide coming soon

History

Review completed and failed scans and monitor your workspace activity over time.

Guide coming soon