← CallPage + HubSpot integrations

Create Communication with HubSpot API on New Call Event from CallPage API

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New Call Event from the CallPage API
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Create Communication with the HubSpot API
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Getting Started

This integration creates a workflow with a CallPage trigger and HubSpot action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Call Event trigger
    1. Connect your CallPage account
    2. Configure timer
    3. Select one or more Call Statuses
  3. Configure the Create Communication action
    1. Connect your HubSpot account
    2. Optional- Select a Associated Object Type
    3. Optional- Select a Associated Object
    4. Optional- Select a Association Type
    5. Configure Object Properties
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when there is a new call event.
Version:0.0.1
Key:callpage-new-call-event

CallPage Overview

The CallPage API enables automations centered around phone calls and lead management. Integrating this API with Pipedream allows you to create, update, and track calls, as well as manage users and leads. With Pipedream's serverless architecture, you can easily connect CallPage to other apps, triggering complex workflows from CallPage events or performing actions in CallPage in response to external triggers.

Trigger Code

import callpage from "../../callpage.app.mjs";
import { CALL_STATUSES } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "callpage-new-call-event",
  name: "New Call Event",
  description: "Emit new event when there is a new call event.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    callpage,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: 60,
      },
    },
    callStatuses: {
      type: "string[]",
      label: "Call Statuses",
      description: "Select the call statuses to trigger events for",
      options: CALL_STATUSES,
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || [];
    },
    _setLastDate(lastDate) {
      return this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults = false) {
      const lastDate = this._getLastDate();
      const response = this.callpage.paginate({
        fn: this.callpage.listEvents,
        maxResults,
        params: {
          date_from: lastDate,
          statuses: this.callStatuses,
        },
      });

      const responseArray = [];

      for await (const item of response) {
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastDate(Date.parse(responseArray[responseArray.length - 1].created_at));
      }

      for (const event of responseArray) {
        this.$emit(event, {
          id: event.id,
          summary: `New call event with ID: ${event.human_status}`,
          ts: Date.parse(event.created_at),
        });
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  sampleEmit,
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
CallPagecallpageappThis component uses the CallPage app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Call StatusescallStatusesstring[]Select a value from the drop down menu:{ "label": "New", "value": "new" }{ "label": "Scheduled", "value": "scheduled" }{ "label": "In Progress", "value": "in-progress" }{ "label": "Ringing", "value": "ringing" }{ "label": "Completed", "value": "completed" }{ "label": "Manager Failed", "value": "manager-failed" }{ "label": "User Failed", "value": "user-failed" }{ "label": "Failed", "value": "failed" }{ "label": "Cancelled", "value": "cancelled" }

Trigger Authentication

CallPage uses API keys for authentication. When you connect your CallPage account, Pipedream securely stores the keys so you can easily authenticate to CallPage APIs in both code and no-code steps.

To retrieve your API key,

About CallPage

We are the #1 tool to generate more sales calls & leads from your website.

Action

Description:Create a WhatsApp, LinkedIn, or SMS message. [See the documentation](https://developers.hubspot.com/beta-docs/reference/api/crm/engagements/communications/v3#post-%2Fcrm%2Fv3%2Fobjects%2Fcommunications)
Version:0.0.4
Key:hubspot-create-communication

HubSpot Overview

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Action Code

import common from "../common/common-create.mjs";
import appProp from "../common/common-app-prop.mjs";
import { ConfigurationError } from "@pipedream/platform";
import { ASSOCIATION_CATEGORY } from "../../common/constants.mjs";

export default {
  ...common,
  key: "hubspot-create-communication",
  name: "Create Communication",
  description: "Create a WhatsApp, LinkedIn, or SMS message. [See the documentation](https://developers.hubspot.com/beta-docs/reference/api/crm/engagements/communications/v3#post-%2Fcrm%2Fv3%2Fobjects%2Fcommunications)",
  version: "0.0.4",
  type: "action",
  props: {
    ...appProp.props,
    toObjectType: {
      propDefinition: [
        appProp.props.hubspot,
        "objectType",
      ],
      label: "Associated Object Type",
      description: "Type of object the communication is being associated with",
      optional: true,
    },
    toObjectId: {
      propDefinition: [
        appProp.props.hubspot,
        "objectId",
        (c) => ({
          objectType: c.toObjectType,
        }),
      ],
      label: "Associated Object",
      description: "ID of object the communication is being associated with",
      optional: true,
    },
    associationType: {
      propDefinition: [
        appProp.props.hubspot,
        "associationType",
        (c) => ({
          fromObjectType: "communications",
          toObjectType: c.toObjectType,
        }),
      ],
      description: "A unique identifier to indicate the association type between the communication and the other object",
      optional: true,
    },
    objectProperties: {
      type: "object",
      label: "Object Properties",
      description: "Enter the `communication` properties as a JSON object",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return "communications";
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      /* eslint-disable no-unused-vars */
      toObjectType,
      toObjectId,
      associationType,
      getObjectType,
      objectProperties,
      ...otherProperties
    } = this;

    if ((toObjectId && !associationType) || (!toObjectId && associationType)) {
      throw new ConfigurationError("Both `toObjectId` and `associationType` must be entered");
    }

    const properties = objectProperties
      ? typeof objectProperties === "string"
        ? JSON.parse(objectProperties)
        : objectProperties
      : otherProperties;

    const response = await hubspot.createObject({
      $,
      objectType: getObjectType(),
      data: {
        associations: toObjectId
          ? [
            {
              types: [
                {
                  associationTypeId: associationType,
                  associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
                },
              ],
              to: {
                id: toObjectId,
              },
            },
          ]
          : undefined,
        properties: {
          ...properties,
          hs_communication_logged_from: "CRM",
        },
      },
    });

    $.export("$summary", `Successfully created communication with ID ${response.id}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
Associated Object TypetoObjectTypestringSelect a value from the drop down menu.
Associated ObjecttoObjectIdstringSelect a value from the drop down menu.
Association TypeassociationTypestringSelect a value from the drop down menu.
Object PropertiesobjectPropertiesobject

Enter the communication properties as a JSON object

Action Authentication

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

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