HubSpot
Link Khony authors to your CRM contacts: create the contact if it does not exist, keep it up to date otherwise.
Overview
- What it does
- Create a CRM contact · Link an existing contact to a Khony resource · Update the contact's main properties
- What it does not do
- No trigger or bulk sync: Khony acts one contact at a time.
- In HubSpot
- HubSpot stays your tool: Khony deletes nothing there, and the connection can be cut anytime.
The 3 actions
What Khony can do in HubSpot, what it needs, and what it gets back.
The person does not exist in HubSpot yet.
Do not replay without reason: retrying a creation can create a second contact.Returns · The created contact, with the link to its HubSpot record.
The contact already exists: Khony attaches it to the relevant Khony resource.
No duplicate risk: retrying gives the same result.Returns · The link to the HubSpot record is saved in Khony.
Something changed on the Khony side.
No duplicate risk: retrying gives the same result.Returns · The updated contact, as HubSpot stores it.
What travels
What passes between HubSpot and Khony. Nothing else travels.
| In HubSpot | In Khony | When |
|---|---|---|
| Author's email | Always | |
| firstname · lastname | First and last name | When you have them |
| company · phone | Company and phone | On create and update |
| Record link | Saved on the Khony resource | When the contact is linked |
Reliability
Every HubSpot error is classified: what is temporary is retried, what needs action is explained.
| What happens | What Khony does |
|---|---|
| The access token expires (every 30 minutes) | Khony renews it on its own. |
| HubSpot rate-limits calls | The action is retried a little later. |
| HubSpot or the network is briefly unavailable | The error is treated as temporary: the action is retried. |
| Access was revoked or denied in HubSpot | The error is named; reconnect HubSpot in Settings › Integrations. |
| The contact is missing or a value is invalid | The action stops with the exact reason, without useless retries. |
| You click Check | Khony checks the connection directly with HubSpot. |
Security and limits
What Khony asks for, how it keeps it, and what the integration does not do.
| Connection | OAuth · revocable at any time |
| Permissions | oauthConnect to the HubSpot account the admin authorizes. |
| crm.objects.contacts.readRead a contact: email, first name, last name. | |
| crm.objects.contacts.writeCreate a contact, or update its main properties. | |
| Storage | Khony only asks for OAuth and read/write access to contacts. Tokens are encrypted and renewed automatically. |
| Limits | No trigger or bulk sync: Khony acts one contact at a time. |
Setup
A few minutes, by an admin.
- 1Open integrationsIn Khony, Settings › Integrations, then HubSpot.
- 2ConnectA HubSpot admin authorizes Khony. No key to copy.
- 3You're connectedThe card turns “Connected”. Check tests the connection anytime; Disconnect deletes the stored access.
Questions about the HubSpot integration.
What it does, what it asks for, and what it does not do.
Create a CRM contact · Link an existing contact to a Khony resource · Update the contact's main properties.
Listen. Decide.
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