← HubSpot + Apollo.io integrations

People Enrichment with Apollo.io API on New or Updated Line Item from HubSpot API

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New or Updated Line Item from the HubSpot API
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People Enrichment with the Apollo.io API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Apollo.io 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 or Updated Line Item trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Configure info
    4. Optional- Select one or more Additional properties to retrieve
    5. Optional- Configure New Only
  3. Configure the People Enrichment action
    1. Connect your Apollo.io account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Name
    5. Optional- Configure Email
    6. Optional- Configure Hashed Email
    7. Optional- Configure Organization Name
    8. Optional- Configure Domain
    9. Optional- Select a Person ID
    10. Optional- Configure LinkedIn URL
    11. Optional- Configure Reveal Personal Emails
    12. Optional- Configure Reveal Phone Number
  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 for each new line item added or updated in Hubspot.
Version:0.0.3
Key:hubspot-new-or-updated-line-item

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.

Trigger Code

import common from "../common/common.mjs";
import {
  DEFAULT_LIMIT, DEFAULT_LINE_ITEM_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-line-item",
  name: "New or Updated Line Item",
  description: "Emit new event for each new line item added or updated in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_LINE_ITEM_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "lineItemProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new line items",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return this.newOnly
        ? Date.parse(lineItem.createdAt)
        : Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_LINE_ITEM_PROPERTIES,
            ...properties,
          ],
        },
        object: "line_items",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
  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
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Additional properties to retrievepropertiesstring[]Select a value from the drop down menu.
New OnlynewOnlyboolean

Emit events only for new line items

Trigger 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.

Action

Description:Enriches a person's information, the more information you pass in, the more likely we can find a match. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#people-enrichment)
Version:0.0.5
Key:apollo_io-people-enrichment

Apollo.io Overview

The Apollo.io API on Pipedream enables you to automate sales processes by giving you programmatic access to your Apollo.io data. Through this API, you can manage leads, contacts, and opportunities, or sync data with your CRM. Pipedream's serverless platform allows you to connect Apollo.io with hundreds of other apps to automate workflows like lead enrichment, data syncing between apps, and triggering personalized communication based on prospect actions.

Action Code

import app from "../../apollo_io.app.mjs";

export default {
  key: "apollo_io-people-enrichment",
  name: "People Enrichment",
  description: "Enriches a person's information, the more information you pass in, the more likely we can find a match. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#people-enrichment)",
  type: "action",
  version: "0.0.5",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The person's first name",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The person's last name",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The person's email",
      optional: true,
    },
    hashedEmail: {
      type: "string",
      label: "Hashed Email",
      description: "The hashed email of the person. The email should adhere to either the MD5 or SHA-256 hash format. Example: `8d935115b9ff4489f2d1f9249503cadf` (MD5) or `97817c0c49994eb500ad0a5e7e2d8aed51977b26424d508f66e4e8887746a152` (SHA-256)",
      optional: true,
    },
    organizationName: {
      type: "string",
      label: "Organization Name",
      description: "The person's company name",
      optional: true,
    },
    domain: {
      type: "string",
      label: "Domain",
      description: "The domain name for the person's employer. This can be the current employer or a previous employer. Do not include `www.`, the `@` symbol, or similar. Example: `apollo.io` or `microsoft.com`",
      optional: true,
    },
    personId: {
      type: "string",
      label: "Person ID",
      description: "The Apollo ID for the person",
      optional: true,
      async options({ page }) {
        const { people } = await this.peopleSearch({
          params: {
            page: page + 1,
          },
        });
        return people?.map(({
          id: value, name: label,
        }) => ({
          value,
          label,
        })) || [];
      },
    },
    linkedinUrl: {
      type: "string",
      label: "LinkedIn URL",
      description: "The URL for the person's LinkedIn profile",
      optional: true,
    },
    revealPersonalEmails: {
      type: "boolean",
      label: "Reveal Personal Emails",
      description: "Set to `true` if you want to enrich the person's data with personal emails",
      optional: true,
    },
    revealPhoneNumber: {
      type: "boolean",
      label: "Reveal Phone Number",
      description: "Set to `true` if you want to enrich the person's data with all available phone numbers, including mobile phone numbers",
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.revealPhoneNumber) {
      props.webhookUrl = {
        type: "string",
        label: "Webhook URL",
        description: "Enter the webhook URL that specifies where Apollo should send a JSON response that includes the phone number you requested. Required if \"Reveal Phone Number\" is set to `true`",
      };
    }
    return props;
  },
  methods: {
    peopleSearch(args = {}) {
      return this.app.post({
        path: "/people/search",
        ...args,
      });
    },
    peopleEnrichment(args = {}) {
      return this.app.post({
        path: "/people/match",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      peopleEnrichment,
      firstName,
      lastName,
      name,
      email,
      hashedEmail,
      organizationName,
      domain,
      personId,
      linkedinUrl,
      revealPersonalEmails,
      revealPhoneNumber,
      webhookUrl,
    } = this;

    const response = await peopleEnrichment({
      step,
      data: {
        first_name: firstName,
        last_name: lastName,
        name,
        email,
        hashed_email: hashedEmail,
        organization_name: organizationName,
        domain,
        id: personId,
        linkedin_url: linkedinUrl,
        reveal_personal_emails: revealPersonalEmails,
        reveal_phone_number: revealPhoneNumber,
        webhook_url: webhookUrl,
      },
    });

    step.export("$summary", `Successfully enriched person with ID ${response.person.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
Apollo.ioappappThis component uses the Apollo.io app.
First NamefirstNamestring

The person's first name

Last NamelastNamestring

The person's last name

Namenamestring

The full name of the person

Emailemailstring

The person's email

Hashed EmailhashedEmailstring

The hashed email of the person. The email should adhere to either the MD5 or SHA-256 hash format. Example: 8d935115b9ff4489f2d1f9249503cadf (MD5) or 97817c0c49994eb500ad0a5e7e2d8aed51977b26424d508f66e4e8887746a152 (SHA-256)

Organization NameorganizationNamestring

The person's company name

Domaindomainstring

The domain name for the person's employer. This can be the current employer or a previous employer. Do not include www., the @ symbol, or similar. Example: apollo.io or microsoft.com

Person IDpersonIdstringSelect a value from the drop down menu.
LinkedIn URLlinkedinUrlstring

The URL for the person's LinkedIn profile

Reveal Personal EmailsrevealPersonalEmailsboolean

Set to true if you want to enrich the person's data with personal emails

Reveal Phone NumberrevealPhoneNumberboolean

Set to true if you want to enrich the person's data with all available phone numbers, including mobile phone numbers

Action Authentication

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

You can get your API Key at the API Settings page of your Apollo.io account.

About Apollo.io

The leading data-first sales acceleration platform.

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