Documentation Index
Fetch the complete documentation index at: https://docs.preflightapp.ai/llms.txt
Use this file to discover all available pages before exploring further.
HubSpot works well when marketing and sales already live there—your product becomes the execution layer while HubSpot remains the system of record for pipeline stages and company attributes.
OAuth
Authorize HubSpot with a user who can grant CRM scopes. Use a service account if your policy requires it.
Scope review
Confirm read vs write scopes against what your workflows actually need. Over-scoped tokens worry security reviewers.
Pipelines
Align HubSpot deal stages with project states for cleaner reporting.
Definitions
Maintain a shared glossary of stage names so dashboards match what revenue teams say on calls.
Limits
Watch API rate limits during large backfills; throttle initial syncs accordingly.
Use cursor-based APIs where available—safer than offset paging on large datasets.
