Security and credentials
- Rotate API keys on a predictable cadence and revoke unused keys immediately.
- Keep secrets out of client-side code and browser storage. Store them in server-side secret managers.
- Validate webhook signatures before parsing or persisting the payload.
- Do not reuse one broad key across unrelated automations if scopes can be separated.
Sync and retry design
- Use updated_after plus cursor pagination for incremental lead sync instead of full scans.
- Send Idempotency-Key on writes so retries stay safe under transport errors and timeout recovery.
- Persist request_id, response code and key integration context in your logs.
- Build webhook consumers to be idempotent because deliveries can be retried after non-2xx responses.