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Platform planning

HubSpot

Decide which system owns an inquiry before proposing a CRM adapter.

Questions to resolve

  • Identify the tenant, record owner and accepted intake path.
  • Specify duplicate handling, durable receipt and failure recovery.
  • Test actual owner retrieval before accepting a new path.

Current boundary

No contact sync, dual write, CRM connection or notification is active.

Before accepting a connection

Confirm the exact account, responsible owner, necessary permissions and recovery process. Review any data movement and preserve an already accepted intake path. A connector name is not evidence that an integration works.