Best Practices

Operational best practices

These practices keep ProspectB2B integrations safe to operate in production and aligned with the existing platform behavior.

Secret handling
Rotate regularly
Incremental sync
updated_after
Retries
Idempotent writes
Observability
request_id + delivery logs

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.