Use the API when a direct integration does not cover the workflow you need. Begin with a read-only test and add write operations only after the data mapping is clear.
01
Plan the connection
- Identify the system of record for each field.
- Choose the event or schedule that starts synchronization.
- Define how duplicates and deleted records will be handled.
02
Authenticate and test
Create credentials in the developer settings and store them in a secret manager. Test against a small, known set of contacts or deals before processing the full workspace.
03
Build for recovery
Log request IDs and failures, retry temporary errors with backoff and make writes idempotent. A sync should be safe to run twice.