← HubSpot + Clockwork Recruiting integrations

Add Linkedin URL with Clockwork Recruiting API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Clockwork Recruiting, HubSpot and 2,400+ other apps remarkably fast.

Trigger workflow on
New or Updated Deal from the HubSpot API
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Add Linkedin URL with the Clockwork Recruiting API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Clockwork Recruiting 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 Deal trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Configure info
    4. Optional- Select one or more Additional properties to retrieve
    5. Optional- Select a Pipeline
    6. Optional- Select a Stage
    7. Optional- Configure New Only
  3. Configure the Add Linkedin URL action
    1. Connect your Clockwork Recruiting account
    2. Select a Person Id
    3. Configure Linkedin URL
  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 or updated deal in Hubspot
Version:0.0.3
Key:hubspot-new-or-updated-deal

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_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect a value from the drop down menu.
New OnlynewOnlyboolean

Emit events only for new deals

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:Add a linkedin URL to a specific person. [See the documentation](https://app.swaggerhub.com/apis-docs/clockwork-recruiting/cw-public-api/3.0.0#/Person%20Linkedin/post_people__person_id__linkedin_urls)
Version:0.0.1
Key:clockwork_recruiting-add-person-linkedin

Clockwork Recruiting Overview

The Clockwork Recruiting API offers a suite of features tailored for executive search firms and in-house recruiting teams, enabling users to manage candidates, clients, and search projects with ease. By integrating this API with Pipedream, you can automate the recruitment process, sync data between various platforms, and streamline candidate engagement and tracking. Pipedream's serverless platform facilitates the creation of custom workflows using the Clockwork Recruiting API to optimize recruitment operations without manual intervention.

Action Code

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

export default {
  key: "clockwork_recruiting-add-person-linkedin",
  name: "Add Linkedin URL",
  version: "0.0.1",
  description: "Add a linkedin URL to a specific person. [See the documentation](https://app.swaggerhub.com/apis-docs/clockwork-recruiting/cw-public-api/3.0.0#/Person%20Linkedin/post_people__person_id__linkedin_urls)",
  type: "action",
  props: {
    app,
    personId: {
      propDefinition: [
        app,
        "personId",
      ],
    },
    linkedinUrl: {
      type: "string",
      label: "Linkedin URL",
      description: "The url of the person's linkedin.",
    },
  },
  async run({ $ }) {
    const response = await this.app.createLinkedinUrl({
      $,
      personId: this.personId,
      data: {
        linkedin_url: {
          url: this.linkedinUrl,
        },
      },
    });

    $.export("$summary", `Successfully created new linkedin URL with ID ${response.personLinkedinUrl?.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
Clockwork RecruitingappappThis component uses the Clockwork Recruiting app.
Person IdpersonIdstringSelect a value from the drop down menu.
Linkedin URLlinkedinUrlstring

The url of the person's linkedin.

Action Authentication

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

To retrieve your API Key, API Secret, and Firm Service Key

  • Navigate to your Clockwork Recruiting account and sign in
  • Click the drop down on the top right
  • Go to Profile
  • Scroll down to API Keys

About Clockwork Recruiting

Executive search software and business solutions for executive search firms, in-house teams and venture capital.

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