Overview
This document explains how a client can authorize Kluster to connect to their CRM APIs. This is a pre-requisite to onboarding with Kluster.
Authentication & Authorization
Currently we support OAuth Authorization for Salesforce and Hubspot clients.
Things to note:
Our Salesforce data import pipeline requires an administrator account.
We can pull both standard and custom objects.
It is possible to write back to your CRM.
Salesforce
Enter your username and password
Approve the request to grant access to the following:
Access the identity URL service (id, profile, email, address, phone)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Access unique user identifiers (openid)
HubSpot
Enter your username and password
Approve the request to grant access to the following:
CRM data scopes are used for pulling data into Kluster to use for analytics.
Account information is used so we can sync Kluster users with Hubspot users.
E-commerce is used for products and line items.
The emails are used to enrich our timeline analytics to show activity across a deals lifetime.
Confirmation
When authentication and authorization is successfully completed, Kluster will store the OAuth token.