Add Customers to Segment with Customer.io API on Company Updated from HubSpot API

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Trigger workflow on

Company Updated from the HubSpot API

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Add Customers to Segment with the Customer.io API

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Getting Started#

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

Select this integration
Configure the Company Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Add Customers to Segment action
1. Connect your Customer.io account
2. Configure Customer ID
3. Configure Segment ID
4. Optional- Select a Id Type
Deploy the workflow
Send a test event to validate your setup
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#

Company Updated on HubSpot

Description:Emit new event each time a company is updated.

Version:0.0.13

Key:hubspot-company-updated

View on GitHub

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";

export default {
  ...common,
  key: "hubspot-company-updated",
  name: "Company Updated",
  description: "Emit new event each time a company is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

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#

Add Customers to Segment on Customer.io

Description:Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. [See the docs here](https://www.customer.io/docs/api/#operation/add_to_segment)

Version:0.0.1

Key:customer_io-add-customers-to-segment

View on GitHub

Customer.io Overview#

Customer.io is a versatile automation tool that allows you to harness the power of email, SMS, and push notifications to create personalized customer experiences. With its comprehensive API, Customer.io enables you to track customer interactions, segment audiences, and trigger targeted communications based on user behavior and data. By leveraging Pipedream, you can easily connect Customer.io to various other services and APIs to automate complex workflows, synthesize data, and respond to events in real-time.

Action Code#

import app from "../../customer_io.app.mjs";
import options from "../../common/options.mjs";

export default {
  key: "customer_io-add-customers-to-segment",
  name: "Add Customers to Segment",
  description: "Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. [See the docs here](https://www.customer.io/docs/api/#operation/add_to_segment)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    customerIds: {
      propDefinition: [
        app,
        "customerId",
      ],
      type: "string[]",
      description: "The customer IDs you want to add to the segment.",
    },
    segmentId: {
      type: "string",
      label: "Segment ID",
      description: "The identifier for a segment. You can find your segment's ID on its page in the dashboard—go to Segments, select your segment, and find the ID under Usage.",
    },
    idType: {
      label: "Id Type",
      type: "string",
      description: "The type of ids you want to use. All of the values in the `ids` array must be of this type. If you don't provide this parameter, we assume that the `ids` array contains `id` values.",
      options: options.ID_TYPES,
      optional: true,
    },
  },
  async run({ $ }) {
    await this.app.addCustomersToSegment(
      this.segmentId,
      this.customerIds,
      this.idType,
      $,
    );
    $.export("$summary", "Successfully added customers to segment");
  },
};

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.

Label	Prop	Type	Description
Customer.io	`app`	`app`	This component uses the Customer.io app.
Customer ID	`customerIds`	`string[]`	The customer IDs you want to add to the segment.
Segment ID	`segmentId`	`string`	The identifier for a segment. You can find your segment's ID on its page in the dashboard—go to Segments, select your segment, and find the ID under Usage.
Id Type	`idType`	`string`	Select a value from the drop down menu:`idemailcio_id`

Add Customers to Segment with Customer.io API on Company Updated from HubSpot API

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

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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