Add Lead with DealMachine API on New or Updated Deal from HubSpot API

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Trigger workflow on

New or Updated Deal from the HubSpot API

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Add Lead with the DealMachine API

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Getting Started#

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

Select this integration
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
Configure the Add Lead action
1. Connect your DealMachine account
2. Select a Address 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#

New or Updated Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-deal

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";
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.

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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	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#

Add Lead on DealMachine

Description:Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)

Version:0.0.1

Key:dealmachine-add-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Action Code#

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

export default {
  key: "dealmachine-add-lead",
  name: "Add Lead",
  version: "0.0.1",
  description: "Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)",
  type: "action",
  props: {
    dealmachine,
    addressType: {
      type: "integer",
      label: "Address Type",
      description: "The type of the address you want to add.",
      reloadProps: true,
      options: [
        {
          label: "Full Address",
          value: 1,
        },
        {
          label: "Lat and Lng",
          value: 2,
        },
        {
          label: "Object Address",
          value: 3,
        },
      ],
    },
  },
  async additionalProps() {
    switch (this.addressType) {
    case 1:
      return {
        fullAddress: {
          type: "string",
          label: "Full Address",
          description: "A full address in one string (This will be the least accurate).",
        },
      };
    case 2:
      return {
        latitude: {
          type: "string",
          label: "Latitude",
          description: "The latitude of the address.",
        },
        longitude: {
          type: "string",
          label: "Longitude",
          description: "The longitude of the address.",
        },
      };
    case 3:
      return {
        address: {
          type: "string",
          label: "Address",
          description: "The address of the lead.",
        },
        address2: {
          type: "string",
          label: "Address 2",
          description: "The second line of the address.",
          optional: true,
        },
        city: {
          type: "string",
          label: "City",
          description: "The city of the address.",
        },
        state: {
          type: "string",
          label: "State",
          description: "The state of the address.",
        },
        zip: {
          type: "string",
          label: "Zip",
          description: "The zipcode of the address.",
        },
      };
    }
  },
  async run({ $ }) {
    const {
      dealmachine,
      fullAddress,
      ...data
    } = this;

    const {
      error, data: response,
    } = await dealmachine.addLead({
      $,
      data: {
        full_address: fullAddress,
        ...data,
      },
    });

    if (error) {
      throw new Error(error.message);
    }

    $.export("$summary", `A new lead with Id: ${response.id} was successfully created!`);
    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.

Label	Prop	Type	Description
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Full Address", "value": 1 }{ "label": "Lat and Lng", "value": 2 }{ "label": "Object Address", "value": 3 }`

Action Authentication#

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

To retrieve your API Key,

Navigate to your DealMachine account and sign in
Hit the navigation menu on the top right.
Go to “Application Settings” > “API”

Add Lead with DealMachine API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for DealMachine, 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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