Public website and documentation
Cloudflare-hosted public pages and trust documentation.
HubSpot OAuth installation
Public self-service read-scope installation; each portal receives an isolated workspace.
Hosted console and HubSpot launch
Portal-bound hosted sessions plus native HubSpot App Page, Settings, and supported record-card surfaces.
Supported CRM objects
Ownership programs for companies, contacts, deals, tickets, leads, and qualifying portal custom objects. Activities are not supported.
Managed-record owner and ZIP sync
One program can share a territory plan across multiple objects, each with its own single-line text or number ZIP/postal mapping and privacy-minimized routing evidence. New objects can be added to a published program; mappings already used by a published version remain fixed for deterministic live routing.
Exact ZIP5 drafts and simulation
Fixed-owner programs, local CSV merge/export, and durable read-only simulation. Exact ZIP5 wins; only a missing ZIP may use normalized city/state evidence for an explicitly claimed whole state.
General live owner writes
Disabled for new public portals; requires the exact portal to be allowlisted and the object-specific owner-write scope to be authorized. Start with the controlled approval request.
Paid checkout and billing portal
Stripe checkout, paid subscriptions, and the customer billing portal remain disabled in production.
Transactional email
No production install, publish, plan-limit, conflict, or inactivity email is currently sent.
Official ZCTA display dataset
Exact ZIP routing works without it; complete national outline/search coverage is not yet claimed.
Webhooks Journal lifecycle automation
Core ingestion exists; production subscription and replay validation remain an early-access gate.
Reporting an incident
Unexpected owner changes, repeated authentication failures, privacy/uninstall failures, or evidence that disagrees with HubSpot should be reported immediately through the early-access support path. Stop the affected publication or test; do not repeatedly retry writes.