This article covers the technical details of how integration works between Koncert and HubSpot.
OAuth Connection scopes
Koncert integrates with HubSpot using OAuth 2.0, allowing secure interaction between the platforms. Each connection uses an Access Token that allows Koncert to communicate with the HubSpot API.
Each user must individually authorize and connect their HubSpot account to Koncert.
Scopes
Koncert requires the following scopes to function effectively.
| Object/Scope | Description |
| crm.lists.read | View details about contact lists. |
| crm.objects.contacts.read | View properties and other details about contacts. |
| crm.objects.contacts.write | View properties and create, delete, and make changes to contacts. |
| crm.objects.owners.read | View details about users assigned to a CRM record. |
Koncert manages access token validity by utilizing refresh tokens. When an access token expires, Koncert uses the refresh token to validate and generate a new access token, ensuring uninterrupted access to the HubSpot API.
For more details and documentation on the HubSpot API: https://developers.hubspot.com/docs/api/overview
How does the Integration Work?
Koncert utilizes a real-time access model to ensure data from HubSpot is always up-to-date. This model is employed to load the call tasks and log calls, allowing the system to retrieve and interact with HubSpot data in real-time, ensuring seamless synchronization.
The diagram below illustrates how Koncert leverages this real-time model to load tasks and log calls.
Data Permissions, Objects & Retention
Permissions Model
Koncert uses the standard HubSpot data models and inherits access roles from HubSpot. Custom fields will be retrieved based on permissions defined in HubSpot. Koncert users will only be able to see fields that they are able to see on HubSpot itself.
List of HubSpot Objects
Koncert interacts with the following objects in HubSpot.
- Contacts
- Tasks
Data Retention
Koncert stores minimal data needed for dialing purposes such as Account Name, Contact Name, Title, and Phone Number. There can be additional fields mapped and stored from HubSpot. After we dial, we store the call details of those records for a period of 180 days, and will be purged. Also, the user has the ability to delete a specific prospect information from the Koncert platform.
Rate Limiting & Throttling
Koncert uses the API limit available for that user in HubSpot. If the API limit is exceeded, the Koncert system alerts the user with a message and stops syncing.
Please refer to this link for more information about getting started with Koncert.
https://kb.koncert.com/hc/en-us/articles/20337675647767-Getting-Started-with-HubSpot
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.