Safer API Key Management in Your CRM

If your business uses a CRM to connect with other tools, keeping API credentials organized and secure matters more than most owners realize. This update helps reduce risk by automatically expiring old, unused legacy API keys, while still giving you a way to restore access if a connection is still needed.

πŸ“Œ Why This Matters

Old API keys that are no longer being used can create unnecessary security risks, especially if they were forgotten months ago. With this change, legacy keys that have been inactive for more than 90 days are automatically marked as expired. That means your CRM can help you clean up outdated access without affecting keys that are still actively being used.

This also makes it easier to keep your integrations better organized by moving away from older credentials and using private integration tokens for future connections.

✨ What’s New

  • Automatic expiration: Legacy v1 API keys that have not been used for more than 90 days are marked as expired automatically.
  • Applies across account types: This works for both business-level and sub-account or location-level keys.
  • Restore access if needed: If an expired key is still tied to an important tool, you can make it usable again by rotating or refreshing it.
  • No new legacy key creation: Older v1 API keys can no longer be created going forward.
  • Email reminders: Notifications are sent when keys are getting close to expiration so you have time to review them.
  • Private tokens for future connections: New credentials should be created using private integration tokens, which are the recommended option moving forward.

πŸ› οΈ How to Use It

  1. Step 1: Review any legacy API keys connected to your CRM and identify which ones are still tied to tools you actively use.
  2. Step 2: Watch for email notices about keys nearing expiration so you can decide whether to keep or retire them.
  3. Step 3: If a key expires but is still needed, rotate or refresh it to restore access.
  4. Step 4: For any future integrations, use private integration tokens instead of older legacy keys.

πŸ’‘ Pro Tip

Set a quarterly reminder to review your CRM connections so outdated keys do not break important automations that support bookings, follow-ups, or sales.

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