Reference

Permissions and data

What YTI Sync may do in HubSpot and Intercom, what it keeps on its own server and for how long. In short: message text passes through, it is never stored.

HubSpot permissions

ScopeWhy
oauthConnecting the app to your HubSpot account (required by HubSpot).
crm.objects.contacts.readFinding the contact by email; reading the contact fields shown in Intercom; listing contact properties and your legal-basis choices for the settings.
crm.objects.contacts.writeCreating a contact when none has the customer's email (if allowed in the settings), with the legal basis you chose if your portal has GDPR features on; writing notes and associating them with contacts.
crm.objects.companies.readFinding the company by domain.
crm.objects.companies.writeCreating a company when none has the domain (only if allowed in the settings); associating notes, tickets and contacts with companies.
ticketsReading your ticket pipelines; creating and updating the tickets that mirror Intercom tickets.

YTI Sync never deletes or merges HubSpot records and never changes properties of contacts or companies that already exist.

Intercom permissions

PermissionWhy
Read conversationsReading the messages of a conversation to write the note, and finding past conversations to add.
Read and list users and companiesThe customer's email, name and phone, and their company's name and website, to match HubSpot records.
Write users and companiesWriting the chosen HubSpot fields to the customer's contact attributes (Pro).
Read and write data attributesCreating the hs_ contact attributes the first time (Pro).
Read ticketsReading the ticket title, description and state.
Read one adminReading which workspace you connected (its id, name and region), once, when you connect Intercom.
Webhook topics (conversations, tickets)Being told when a conversation or ticket changes, so nothing has to be polled.

YTI Sync never sends messages, replies or notes in Intercom and never changes conversations or tickets there.

What is stored, and what is not

  • Not stored: message text, ticket descriptions, contact names, emails or phone numbers. They are read when a conversation or ticket syncs and written straight to HubSpot. The Intercom card on contact records is read from Intercom each time a record opens and is not kept either.
  • The connection: your HubSpot account ID, the Intercom workspace ID and region, and the access tokens of both, encrypted (AES-256-GCM).
  • Your settings and your plan, with the Stripe customer and subscription IDs once you pay.
  • Links: which HubSpot note or ticket belongs to which Intercom conversation or ticket (IDs), with a fingerprint (hash) of the last write, so an unchanged conversation isn't written again.
  • The work queue: IDs of conversations and tickets waiting to sync, and the error of an item that failed.
  • The sync log: what happened to which ID, without message text.
  • Usage: how many conversations were logged in each month.

Where it runs

  • On YTI Digital's own server at Hetzner in Germany (EU), at sync.yti.digital, over HTTPS only.
  • Data travels only between your HubSpot account, your Intercom workspace (in its region: US, EU or Australia) and that server. Payments go to Stripe.
  • No AI services, no analytics or advertising trackers, no selling or sharing of data.

Security

  • Every webhook is checked: Intercom's and Stripe's signatures, and HubSpot's v3 signature with a 5-minute time window.
  • The settings page in HubSpot talks to the server through HubSpot, which signs each request and names the account; the server only answers for that account.
  • Tokens are encrypted at rest; the key is kept outside the database.
  • Error texts from HubSpot or Intercom are stored with any email address in them masked.
  • Setup links are signed and expire.

Retention and deletion

WhatKept
Sync log90 days
Finished or failed queue items14 days
Webhook receipts (to ignore duplicates)7 days
Technical server logs (errors, no message text)Rotated, at most 30 MB
Connection, settings, links, usageWhile the app is installed
Everything of a HubSpot account that uninstalledDeleted 30 days after the uninstall (a reinstall within 30 days picks up where it left off)

Notes and tickets YTI Sync wrote are your HubSpot records: they stay in HubSpot after an uninstall, and you can delete them there like any other record.

Delete now, or a copy of your data

Write to support@yti.digital from an address of the HubSpot account and we delete everything of that account at once, or send you what we hold. Full details: Privacy Policy.