← HubSpot

Create Engagement with HubSpot API

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Create Engagement with the HubSpot API
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Getting Started

Create a workflow to Create Engagement with the HubSpot API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Engagement action
    1. Connect your HubSpot account
    2. Select a Engagement Type
    3. Optional- Select a Associated Object Type
    4. Optional- Select a Associated Object
    5. Optional- Select a Association Type
    6. Configure Object Properties
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Engagement with HubSpot API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + HubSpot
 
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Create Engagement with HubSpot API on New Item in Feed from RSS API
RSS + HubSpot
 
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Create Engagement with HubSpot API on New Message from Discord API
Discord + HubSpot
 
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Create Engagement with HubSpot API on New Message In Channels from Slack API
Slack + HubSpot
 
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Create Engagement with HubSpot API on New Message in Channel from Discord Bot API
Discord Bot + HubSpot
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Engagement on HubSpot
Description:Create a new engagement for a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/engagements)
Version:0.0.14
Key:hubspot-create-engagement

Code

import common from "../common/common-create.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  ASSOCIATION_CATEGORY, ENGAGEMENT_TYPE_OPTIONS,
} from "../../common/constants.mjs";

export default {
  ...common,
  key: "hubspot-create-engagement",
  name: "Create Engagement",
  description: "Create a new engagement for a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/engagements)",
  version: "0.0.14",
  type: "action",
  props: {
    ...common.props,
    engagementType: {
      type: "string",
      label: "Engagement Type",
      description: "The type of engagement to create",
      reloadProps: true,
      options: ENGAGEMENT_TYPE_OPTIONS,
    },
    toObjectType: {
      propDefinition: [
        common.props.hubspot,
        "objectType",
      ],
      label: "Associated Object Type",
      description: "Type of object the engagement is being associated with",
      optional: true,
    },
    toObjectId: {
      propDefinition: [
        common.props.hubspot,
        "objectId",
        (c) => ({
          objectType: c.toObjectType,
        }),
      ],
      label: "Associated Object",
      description: "ID of object the engagement is being associated with",
      optional: true,
    },
    associationType: {
      propDefinition: [
        common.props.hubspot,
        "associationType",
        (c) => ({
          fromObjectType: c.engagementType,
          toObjectType: c.toObjectType,
        }),
      ],
      description: "A unique identifier to indicate the association type between the task and the other object",
      optional: true,
    },
    objectProperties: {
      type: "object",
      label: "Object Properties",
      description: "Enter the `engagement` properties as a JSON object",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return this.engagementType;
    },
    isRelevantProperty(property) {
      return common.methods.isRelevantProperty(property) && !property.name.includes("hs_pipeline");
    },
    createEngagement(objectType, properties, associations, $) {
      return this.hubspot.createObject({
        objectType,
        data: {
          properties,
          associations,
        },
        $,
      });
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      /* eslint-disable no-unused-vars */
      engagementType,
      toObjectType,
      toObjectId,
      associationType,
      $db,
      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 objectType = this.getObjectType();

    const associations = toObjectId
      ? [
        {
          to: {
            id: toObjectId,
          },
          types: [
            {
              associationTypeId: associationType,
              associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
            },
          ],
        },
      ]
      : undefined;

    if (properties.hs_task_reminders) {
      properties.hs_task_reminders = Date.parse(properties.hs_task_reminders);
    }

    const engagement = await this.createEngagement(objectType, properties, associations, $);

    const objectName = hubspot.getObjectTypeName(objectType);
    $.export("$summary", `Successfully created ${objectName} for the contact`);

    return engagement;
  },
};

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
HubSpothubspotappThis component uses the HubSpot app.
Engagement TypeengagementTypestringSelect a value from the drop down menu:{ "label": "Note", "value": "notes" }{ "label": "Task", "value": "tasks" }{ "label": "Meeting", "value": "meetings" }{ "label": "Email", "value": "emails" }{ "label": "Call", "value": "calls" }
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 engagement properties as a JSON object

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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