HubSpot Production Checklist

Overview

Complete checklist for deploying HubSpot CRM integrations to production with health checks, monitoring, and rollback procedures.

Prerequisites

• Staging environment tested and verified
• Production private app token with minimal scopes
• Deployment pipeline configured
• Monitoring/alerting ready

Instructions

Step 1: Pre-Deployment Verification

• Production private app created with minimal scopes
• Access token stored in secret manager (not env file)
• .env files in .gitignore
• No hardcoded tokens in source (grep -r "pat-na1" src/)
• Webhook endpoints use HTTPS only
• Webhook signature verification implemented (v3)
• Error handling covers 401, 403, 404, 409, 429, 5xx
• Rate limiting/backoff implemented (numberOfApiCallRetries: 3)
• Batch operations used where possible (max 100/batch)
• All tests passing against developer test account

Step 2: Health Check Endpoint

import * as hubspot from '@hubspot/api-client';

interface HealthCheckResult {
  status: 'healthy' | 'degraded' | 'unhealthy';
  hubspot: {
    connected: boolean;
    latencyMs: number;
    rateLimitRemaining?: number;
  };
  timestamp: string;
}

async function hubspotHealthCheck(): Promise<HealthCheckResult> {
  const client = new hubspot.Client({
    accessToken: process.env.HUBSPOT_ACCESS_TOKEN!,
  });

  const start = Date.now();
  try {
    // Cheapest possible API call: fetch 1 contact
    await client.crm.contacts.basicApi.getPage(1);
    return {
      status: 'healthy',
      hubspot: {
        connected: true,
        latencyMs: Date.now() - start,
      },
      timestamp: new Date().toISOString(),
    };
  } catch (error: any) {
    const status = error?.code || error?.statusCode || 500;
    return {
      status: status === 429 ? 'degraded' : 'unhealthy',
      hubspot: {
        connected: false,
        latencyMs: Date.now() - start,
      },
      timestamp: new Date().toISOString(),
    };
  }
}

// Express endpoint
app.get('/health', async (req, res) => {
  const result = await hubspotHealthCheck();
  const httpStatus = result.status === 'healthy' ? 200 :
                     result.status === 'degraded' ? 200 : 503;
  res.status(httpStatus).json(result);
});

Step 3: Monitoring Alerts

Step 4: Graceful Degradation

async function withHubSpotFallback<T>(
  operation: () => Promise<T>,
  fallback: T
): Promise<{ data: T; degraded: boolean }> {
  try {
    const data = await operation();
    return { data, degraded: false };
  } catch (error: any) {
    console.error('HubSpot call failed, using fallback:', {
      status: error?.code,
      message: error?.body?.message,
      correlationId: error?.body?.correlationId,
    });
    return { data: fallback, degraded: true };
  }
}

Step 5: Deploy Verification

#!/bin/bash
# post-deploy-verify.sh

echo "=== HubSpot Post-Deploy Verification ==="

# 1. Health check
HEALTH=$(curl -sf https://your-app.com/health | jq -r '.hubspot.connected')
echo "HubSpot connected: $HEALTH"
[ "$HEALTH" = "true" ] || { echo "FAIL: HubSpot not connected"; exit 1; }

# 2. Verify CRM access
STATUS=$(curl -so /dev/null -w "%{http_code}" \
  https://api.hubapi.com/crm/v3/objects/contacts?limit=1 \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN")
echo "CRM API status: $STATUS"
[ "$STATUS" = "200" ] || { echo "FAIL: CRM access denied"; exit 1; }

# 3. Check rate limit headroom
REMAINING=$(curl -sI https://api.hubapi.com/crm/v3/objects/contacts?limit=1 \
  -H "Authorization: Bearer $HUBSPOT_ACCESS_TOKEN" \
  | grep -i 'x-hubspot-ratelimit-daily-remaining' | awk '{print $2}' | tr -d '\r')
echo "Daily rate limit remaining: $REMAINING"

# 4. Check HubSpot status page
HS_STATUS=$(curl -s https://status.hubspot.com/api/v2/summary.json | jq -r '.status.description')
echo "HubSpot platform status: $HS_STATUS"

echo "=== Verification complete ==="

Output

• All checklist items verified
• Health check endpoint deployed and accessible
• Monitoring alerts configured
• Graceful degradation implemented
• Post-deploy verification script passing

Error Handling

Resources

• HubSpot Status Page
• HubSpot API Usage Guidelines
• Private Apps Overview

Next Steps

For version upgrades, see hubspot-upgrade-migration.