Effective date: October 1, 2026

PLEASE READ THIS AGREEMENT CAREFULLY. IT CONTAINS A DISCLAIMER OF WARRANTIES (SECTION 12), A LIMITATION OF LIABILITY (SECTION 13) AND A WAIVER OF JURY TRIAL (SECTION 17.3).

1. The agreement

1.1 This End-User Agreement (the "Agreement") is between Real People CRM Solutions LLC ("Real People," "we," "us") and the business that uses the Real People CRM integration between QuickBooks Online and HubSpot (the "Service"). In it, that business is the "Client" or "you".

1.2 Acceptance. A person accepts this Agreement for the Client by confirming agreement in the Service before connecting an account. That person confirms that they are authorized to bind the Client. We keep a record of each acceptance, including who accepted, when, and which version. Every Authorized User must also comply with this Agreement.

1.3 Order of precedence. If the Client and Real People have signed a separate agreement, statement of work or order covering the Service (a "Signed Agreement"), the Signed Agreement controls where the two conflict. Section 7 (Data Processing) nevertheless controls on the handling of Client Data unless the Signed Agreement expressly overrides it.

1.4 Intuit and HubSpot are not parties. This Agreement is between Real People and the Client only. Real People, not Intuit Inc., is the licensor of the Service and is solely responsible for it and for its support. Neither Intuit Inc. nor HubSpot, Inc. is a party to this Agreement or has any obligation under it.

2. Definitions

• "Authorized User": an individual the Client invites to its Workspace.
• "Client Data": data the Service reads from the Client's QuickBooks Online company or HubSpot account, or otherwise processes for the Client, including Personal Information about the Client's customers.
• "Personal Information": information that identifies, relates to, or could reasonably be linked with an individual, as defined by the data protection law that applies.
• "Security Incident": a confirmed breach of security that leads to the accidental or unlawful destruction, loss, alteration, or unauthorized disclosure of or access to Client Data held by the Service.
• "Third-Party Platforms": QuickBooks Online, provided by Intuit Inc., and HubSpot, provided by HubSpot, Inc.
• "Workspace": the Client's area of the Service.

The Privacy Policy at realpeoplecrm.com/integration-privacy forms part of this Agreement.

3. The Service

3.1 The Service reads customer, invoice and payment records from the Client's QuickBooks Online company and, as the Client configures it: matches QuickBooks Online customers to HubSpot contacts or companies, sending uncertain matches to a review queue; writes the fields the Client chooses onto matched HubSpot records; if the Client turns it on, creates a HubSpot record for a customer that matches nothing; if the Client turns it on, copies the Client's invoices into HubSpot's invoice object; and shows previews, an activity log and a review queue. Record creation and invoice copies are off until the Client turns them on.

3.2 Read-only to QuickBooks Online. The Service uses only Intuit's accounting permission. It does not write to, change or delete any record in the Client's QuickBooks Online company.

3.3 Timing. The Service checks QuickBooks Online for changes periodically, normally every five minutes, and runs a full check each night. It is not a real-time service.

3.4 Changes to the Service. We may change or improve the Service. Any new feature that reads additional kinds of data, uses Client Data in a new way, or writes to the Client's QuickBooks Online company will stay off until the Client turns it on. Before any such feature becomes available, we will update this Agreement and the Privacy Policy to describe it and tell each Client's workspace administrators by email. A Client that turns the feature on agrees, at that time, to the updated terms that apply to it. Because the feature does not affect a Client that leaves it off, the 30-day notice in Section 16 does not apply to it.

4. Accounts and access

4.1 The Client decides who to invite, is responsible for everything its Authorized Users do in the Service, and must remove anyone who should no longer have access. Each Authorized User can act in the Workspace within the permissions of the role the Client gives them.

4.2 Sign-in links are sent to Authorized Users' email addresses. The Client is responsible for keeping those email accounts secure and must tell us promptly of any access to the Service it did not authorize.

4.3 Authorized Real People staff can access every Workspace to set up connections, operate the Service and provide support.

5. Client responsibilities

5.1 Authority. The Client confirms that it owns, or is authorized to connect, the QuickBooks Online company and HubSpot account it connects, and to have Client Data processed as this Agreement describes.

5.2 Notices and consents. The Client is responsible for giving any notice and obtaining any consent the law requires for its customers' Personal Information to be processed by the Service and written to HubSpot, and for any use the Client itself makes of that information in HubSpot, including marketing emails, calls and texts.

5.3 Prohibited data. The Client will not use the Service to send or store health information protected by HIPAA, payment card numbers, bank account numbers, Social Security numbers or other government identification numbers, or other information that the law treats as sensitive, including in invoice line descriptions, unless Real People has agreed in a Signed Agreement (and, for health information, a business associate agreement).

5.4 Review. The Client will review the preview before the first sync and before turning on invoice copies, and will decide review-queue items.

5.5 Third-Party Platforms. The Client will comply with the terms of the Third-Party Platforms, keep its own subscriptions to them in good standing, and give its HubSpot token the permissions the Service needs.

5.6 Restrictions. The Client will not, and will not let anyone else: (a) copy, modify, reverse engineer or try to extract the source code of the Service, except where the law allows it despite this restriction; (b) resell, sublicense or provide the Service to anyone else; (c) use the Service to build a competing product; (d) get around or test its security, or place unreasonable load on it, without our written permission; (e) use the Service for anything unlawful or in breach of a Third-Party Platform's terms; or (f) use the Service in breach of US export control or sanctions laws.

6. Third-Party Platforms

6.1 The Service depends on the Third-Party Platforms. Their availability, features, programming interfaces, rate limits, prices and terms are controlled by Intuit and HubSpot. We are not responsible for them or for changes they make. If a change by either of them makes part of the Service impossible to provide, we may change or discontinue that part and will tell the Client.

6.2 HubSpot does not allow changes to an invoice it shows as paid. If QuickBooks Online later changes an invoice whose HubSpot copy is shown as paid (for example, by voiding it), the Service cannot update the copy. Instead it flags the difference in the review queue, and the Client decides whether to delete the copy in HubSpot by hand.

7. Data processing

7.1 Roles. For Client Data, the Client is the business (or controller) that decides why and how it is processed, and Real People is its service provider (or processor) under the California Consumer Privacy Act and other state privacy laws that apply. For Account Information, Real People acts as described in the Privacy Policy.

7.2 Instructions. We process Client Data only to provide the Service described in Section 3, on the Client's documented instructions: this Agreement and the Client's settings in the Service. Nature: automated reading, matching, storing and writing. Purpose: to show the Client's QuickBooks Online customers, balances and invoices in the Client's HubSpot account. Types of data: customer identity and contact details, invoice and payment details, and Authorized Users' details. Duration: the term of this Agreement and the deletion period in Section 7.10.

7.3 Restrictions. We will not: (a) sell or share Client Data; (b) keep, use or disclose it for any purpose other than the business purposes in this Agreement, including any other commercial purpose; (c) keep, use or disclose it outside the direct business relationship between the Client and Real People; (d) combine it with Personal Information we receive from or for anyone else, or collect ourselves, except as the law allows service providers to do; or (e) use it to train or improve artificial-intelligence or machine-learning models.

7.4 Compliance. We will comply with the data protection laws that apply to us, give Client Data the same level of privacy protection those laws require of the Client, and tell the Client if we decide we can no longer meet our obligations under them. The Client may take reasonable and appropriate steps to make sure we use Client Data in a way consistent with its obligations, and, on notice, to stop and remedy any unauthorized use.

7.5 Confidentiality of personnel. Everyone we authorize to process Client Data is bound by a duty of confidentiality.

7.6 Subprocessors. The Client authorizes Railway Corporation (hosting and database, United States) to process Client Data for us. Resend receives only Authorized Users' email addresses. We will bind every subprocessor that handles Client Data by written terms at least as protective as this Section 7, and we remain responsible for its performance. We will give the Client at least 30 days' notice before adding or replacing one. If the Client objects on reasonable data-protection grounds and we cannot resolve the objection, the Client may end this Agreement.

7.7 Assistance. Taking into account the nature of the processing and the information available to us, we will help the Client respond to requests from individuals (such as requests to see, correct or delete their information), carry out data protection assessments, and meet its own security and breach-notice obligations.

7.8 Requests sent to us. If an individual sends us a request about Client Data, we will pass it to the Client promptly and will act on it only on the Client's instructions or where the law requires us to.

7.9 Assessments. Once in any 12-month period, or at any time after a Security Incident or when a regulator requires it, we will on the Client's reasonable written request provide the information needed to show we meet this Section 7, including answers to a reasonable security questionnaire. Alternatively, we will allow a qualified independent assessor, bound by confidentiality, to carry out an assessment at the Client's expense on reasonable notice.

7.10 Deletion. Client Data remains in the Client's own QuickBooks Online and HubSpot accounts. Within 30 days after this Agreement ends, or of the Client's written request, we will delete Client Data from the Service as described in the Privacy Policy and confirm that in writing on request, unless the law requires us to keep it.

7.11 Security Incidents. We will notify the Client without undue delay, and in any event within 48 hours after confirming a Security Incident affecting its Client Data. We will give the Client the information reasonably available to us about the nature of the incident, the data involved, its likely consequences and the steps taken. We will then keep cooperating with the Client's response. Unless the law requires us to act ourselves, the Client decides whether and how to notify individuals and regulators. Notifying the Client is not an admission of fault.

7.12 Location. We store and process Client Data in the United States.

7.13 Regulated clients. A Client subject to additional rules, such as the FTC Safeguards Rule for financial institutions, may agree supplemental terms with us in a Signed Agreement.

8. Security

We maintain reasonable administrative, technical and physical safeguards suited to the nature of Client Data, including the measures described in the Privacy Policy, and we review them periodically.

9. Confidentiality

9.1 "Confidential Information" means non-public information one party shares with the other in connection with the Service that is marked confidential or should reasonably be understood to be confidential. Client Data is the Client's Confidential Information. Confidential Information does not include information that is or becomes public through no fault of the recipient, that the recipient already lawfully had or independently developed, or that it lawfully receives from someone without a duty of confidentiality.

9.2 The recipient will use Confidential Information only to perform this Agreement, will protect it with at least reasonable care, and will share it only with its personnel and service providers who need it and are bound by similar duties. If the law requires disclosure, the recipient will, where allowed, give the other party prompt notice so it can seek protection.

10. Fees

If the Service is provided under a Signed Agreement, fees and payment terms are as stated there. No fees are payable under this Agreement alone.

11. Ownership

11.1 Real People owns the Service and all intellectual property in it. The Client owns Client Data. The Client grants Real People a limited, non-exclusive license to process Client Data only to provide the Service under this Agreement.

11.2 Real People grants the Client a limited, non-exclusive, non-transferable right to use the Service for its internal business purposes during the term of this Agreement. If the Client gives us suggestions or feedback, we may use them without obligation. All rights not expressly granted are reserved.

12. Warranties and disclaimers

12.1 Each party confirms that it has the authority to enter into this Agreement.

12.2 Real People will provide the Service with reasonable skill and care and in line with this Agreement and the Privacy Policy. If it does not, the Client's remedy is for us to use reasonable efforts to correct the problem, or, if we cannot, for the Client to end this Agreement.

12.3 Not a system of record. The Service copies what QuickBooks Online reports. It does not calculate, correct or interpret the Client's accounts, and totals such as overdue amounts are only as current as the most recent check. It is not a system of record and must not be relied on for accounting, tax, legal or financial reporting. The Client's QuickBooks Online company remains the source of truth. Nothing in the Service is accounting, tax, legal or financial advice.

12.4 EXCEPT AS EXPRESSLY STATED IN THIS AGREEMENT, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," AND REAL PEOPLE DISCLAIMS ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT, AND ANY WARRANTY THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE OR THAT THE THIRD-PARTY PLATFORMS WILL REMAIN AVAILABLE.

13. Limitation of liability

13.1 NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE OR GOODWILL, ARISING OUT OF OR RELATING TO THIS AGREEMENT, EVEN IF ADVISED OF THEIR POSSIBILITY.

13.2 EACH PARTY'S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THIS AGREEMENT WILL NOT EXCEED THE GREATER OF (A) THE FEES PAID AND PAYABLE BY THE CLIENT FOR THE SERVICE IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM AND (B) TEN THOUSAND US DOLLARS ($10,000).

13.3 SECTIONS 13.1 AND 13.2 DO NOT LIMIT (A) THE CLIENT'S OBLIGATION TO PAY FEES, (B) EITHER PARTY'S INDEMNITY OBLIGATIONS UNDER SECTION 14, (C) THE CLIENT'S LIABILITY FOR BREACH OF SECTION 5.6, OR (D) LIABILITY FOR GROSS NEGLIGENCE, WILFUL MISCONDUCT OR FRAUD, OR ANY OTHER LIABILITY THAT CANNOT BE LIMITED BY LAW.

13.4 The parties agree that these limits reflect a reasonable allocation of risk and are a basis of the bargain between them.

14. Indemnities

14.1 By Real People. Real People will defend the Client against any third-party claim that the Service, as provided by us, infringes a United States patent, copyright or trademark or misappropriates a trade secret, and will pay the damages and costs finally awarded or agreed in settlement. This does not apply to claims arising from Client Data, the Third-Party Platforms, or any use of the Service in combination with anything we did not provide. If such a claim is made or seems likely, we may modify the Service, obtain the right for the Client to keep using it, or end this Agreement and refund any fees prepaid for the remaining term.

14.2 By the Client. The Client will defend Real People against any third-party claim arising from Client Data, from a breach of Section 5.1, 5.2, 5.3 or 5.6, or from the Client's use of Client Data in HubSpot, and will pay the damages and costs finally awarded or agreed in settlement, except to the extent the claim results from Real People's breach of this Agreement.

14.3 Procedure. The party seeking defense must notify the other promptly, give it control of the defense and settlement, and cooperate reasonably. No settlement may impose an obligation or admission on the defended party without its consent, which it will not unreasonably withhold.

15. Term, suspension and ending the Agreement

15.1 This Agreement starts when it is accepted and continues until ended under this Section.

15.2 Either party may end this Agreement on 30 days' written notice, unless a Signed Agreement says otherwise. The Client may disconnect QuickBooks Online, from inside QuickBooks Online or by asking us, and stop using the Service at any time.

15.3 Either party may end this Agreement on written notice if the other materially breaches it and does not cure the breach within 30 days of notice. Real People may end it immediately if the Client breaches Section 5.3 or 5.6.

15.4 Real People may suspend the Service immediately where reasonably necessary to prevent a security threat, to comply with the law or a Third-Party Platform's requirements, or to address a breach of Section 5.3 or 5.6. We will tell the Client promptly and restore the Service once the reason is resolved.

15.5 When this Agreement ends, the Service stops reading and processing Client Data, and we delete Client Data under Section 7.10. Records already written to the Client's HubSpot account remain the Client's. Sections 5.6, 6.2, 7, 9, 11, 12, 13, 14, 15.5 and 17 survive.

16. Changes to this Agreement

We may update this Agreement. Changes apply only going forward. We will post the new version with its effective date and email each Client's workspace administrators at least 30 days before a material change takes effect. A change that materially expands how Client Data is used will apply to a Client only if it agrees. A Client that does not accept a change may end this Agreement before the change takes effect.

17. General

17.1 Governing law. This Agreement is governed by the laws of the State of New York, without regard to its conflict-of-laws rules.

17.2 Courts. Each party agrees to the exclusive jurisdiction of the state and federal courts located in Erie County, New York, for any dispute arising out of or relating to this Agreement.

17.3 EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL IN ANY PROCEEDING ARISING OUT OF OR RELATING TO THIS AGREEMENT.

17.4 Notices. We will send notices to the email address of the Client's workspace administrators. The Client may send notices to support@realpeoplecrm.com.

17.5 Assignment. Neither party may assign this Agreement without the other's written consent, except to a successor in a merger, acquisition or sale of substantially all of its relevant assets, with notice to the other party.

17.6 Events beyond control. Neither party is liable for a delay or failure caused by events beyond its reasonable control. This does not excuse payment obligations or Real People's obligations under Section 7.11.

17.7 Other terms. The parties are independent contractors. There are no third-party beneficiaries of this Agreement. If any provision is found unenforceable, it will be enforced as far as possible and the rest will remain in effect. A failure to enforce a provision is not a waiver. This Agreement, the Privacy Policy and any Signed Agreement are the entire agreement between the parties about the Service and replace any earlier understandings about it. Headings are for convenience only.

18. Contact

Real People CRM Solutions LLC, Buffalo, New York. support@realpeoplecrm.com.

QuickBooks and Intuit are trademarks of Intuit Inc. HubSpot is a trademark of HubSpot, Inc. The Service is independent and is not affiliated with, sponsored by or endorsed by Intuit Inc. or HubSpot, Inc.