← HubSpot + Gmail integrations

Send Email with Gmail API on New Contact Property Change from HubSpot API

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Trigger workflow on
New Contact Property Change from the HubSpot API
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Send Email with the Gmail API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Gmail 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 Contact Property Change trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Select a Property
    4. Optional- Configure Skip existing contacts when first activated
    5. Optional- Configure Only trigger on actual property changes
    6. Optional- Configure Fetch all contact properties
  3. Configure the Send Email action
    1. Connect your Gmail account
    2. Configure To
    3. Optional- Configure Cc
    4. Optional- Configure Bcc
    5. Optional- Configure From Name
    6. Optional- Select a From Email
    7. Optional- Configure Reply To
    8. Configure Subject
    9. Configure Email Body
    10. Optional- Select a Body Type
    11. Optional- Configure Attachment Filenames
    12. Optional- Configure Attachment URLs or Paths
    13. Optional- Select a In Reply To
    14. Optional- Select a Mime Type
  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 when a specified property is provided or updated on a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)
Version:0.0.33
Key:hubspot-new-contact-property-change

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

export default {
  ...common,
  key: "hubspot-new-contact-property-change",
  name: "New Contact Property Change",
  description:
    "Emit new event when a specified property is provided or updated on a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)",
  version: "0.0.33",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The contact property to watch for changes",
      async options() {
        const properties = await this.hubspot.getContactProperties();
        return properties.map((property) => property.name);
      },
    },
    skipFirstRun: {
      type: "boolean",
      label: "Skip existing contacts when first activated",
      description:
        "When enabled, this trigger will ignore all existing contacts and only watch for property changes that happen after activation. When disabled, it will process all existing contacts on first run.",
      optional: true,
      default: false,
    },
    requirePropertyHistory: {
      type: "boolean",
      label: "Only trigger on actual property changes",
      description:
        "When enabled, only fires when a contact property is actually modified. When disabled, may also trigger for newly created contacts even if the property wasn't changed.",
      optional: true,
      default: true,
    },
    fetchAllProperties: {
      type: "boolean",
      label: "Fetch all contact properties",
      description:
        "When enabled, fetches all available contact properties instead of just the watched property. This provides complete contact data but may increase API usage.",
      optional: true,
      default: false,
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      const history = contact.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(contact) {
      const {
        id, properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      if (this.requirePropertyHistory) {
        const history = contact.propertiesWithHistory?.[this.property];
        if (!history || history.length === 0) {
          return false;
        }

        const propertyTimestamp = history[0].timestamp;
        const createDate = contact.properties.createdate;

        if (propertyTimestamp === createDate) {
          return false;
        }
      }

      return this.getTs(contact) > updatedAfter;
    },
    getParams(after) {
      const params = {
        object: "contacts",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
              ],
            },
          ],
        },
      };
      if (after) {
        params.data.filterGroups[0].filters.push({
          propertyName: "lastmodifieddate",
          operator: "GTE",
          value: after,
        });
      }
      return params;
    },
    async batchGetContacts(inputs) {
      if (this.fetchAllProperties) {
        const { results } = await this.hubspot.batchGetContactsWithAllProperties({
          contactIds: inputs.map((input) => input.id),
        });

        const { results: contactsWithHistory } = await this.hubspot.batchGetObjects({
          objectType: "contacts",
          data: {
            properties: [
              this.property,
            ],
            propertiesWithHistory: [
              this.property,
            ],
            inputs,
          },
        });

        const mergedResults = results.map((contact) => {
          const contactWithHistory = contactsWithHistory.find((c) => c.id === contact.id);
          return {
            ...contact,
            propertiesWithHistory: contactWithHistory?.propertiesWithHistory || {},
          };
        });

        return {
          results: mergedResults,
        };
      }

      return this.hubspot.batchGetObjects({
        objectType: "contacts",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      if (this.skipFirstRun && !after) {
        this._setAfter(Date.now());
        return;
      }

      const properties = await this.hubspot.getContactProperties();
      const propertyNames = properties.map((property) => property.name);
      if (!propertyNames.includes(this.property)) {
        throw new Error(
          `Property "${this.property}" not supported for Contacts. See Hubspot's default contact properties documentation - https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties`,
        );
      }

      const updatedContacts = await this.getPaginatedItems(
        this.hubspot.searchCRM,
        params,
        after,
      );

      if (!updatedContacts.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetContacts,
        chunks: this.getChunks(updatedContacts),
      });

      this.processEvents(results, 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
PropertypropertystringSelect a value from the drop down menu.
Skip existing contacts when first activatedskipFirstRunboolean

When enabled, this trigger will ignore all existing contacts and only watch for property changes that happen after activation. When disabled, it will process all existing contacts on first run.

Only trigger on actual property changesrequirePropertyHistoryboolean

When enabled, only fires when a contact property is actually modified. When disabled, may also trigger for newly created contacts even if the property wasn't changed.

Fetch all contact propertiesfetchAllPropertiesboolean

When enabled, fetches all available contact properties instead of just the watched property. This provides complete contact data but may increase API usage.

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.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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.readcrm.importfilesformsforms-uploaded-filesoauthtimelineintegration-synccrm.schemas.deals.writecrm.lists.writeconversations.readconversations.write

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action

Description:Send an email from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.messages/send)
Version:0.2.2
Key:gmail-send-email

Gmail Overview

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import utils from "../../common/utils.mjs";
import gmail from "../../gmail.app.mjs";

export default {
  key: "gmail-send-email",
  name: "Send Email",
  description: "Send an email from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.messages/send)",
  version: "0.2.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    gmail,
    to: {
      propDefinition: [
        gmail,
        "to",
      ],
    },
    cc: {
      propDefinition: [
        gmail,
        "cc",
      ],
    },
    bcc: {
      propDefinition: [
        gmail,
        "bcc",
      ],
    },
    fromName: {
      propDefinition: [
        gmail,
        "fromName",
      ],
    },
    fromEmail: {
      propDefinition: [
        gmail,
        "fromEmail",
      ],
    },
    replyTo: {
      propDefinition: [
        gmail,
        "replyTo",
      ],
    },
    subject: {
      propDefinition: [
        gmail,
        "subject",
      ],
    },
    body: {
      propDefinition: [
        gmail,
        "body",
      ],
    },
    bodyType: {
      propDefinition: [
        gmail,
        "bodyType",
      ],
    },
    attachmentFilenames: {
      propDefinition: [
        gmail,
        "attachmentFilenames",
      ],
    },
    attachmentUrlsOrPaths: {
      propDefinition: [
        gmail,
        "attachmentUrlsOrPaths",
      ],
    },
    inReplyTo: {
      propDefinition: [
        gmail,
        "message",
      ],
      label: "In Reply To",
      description: "Specify the `message-id` this email is replying to",
      optional: true,
      reloadProps: true,
    },
    mimeType: {
      propDefinition: [
        gmail,
        "mimeType",
      ],
    },
  },
  additionalProps(existingProps) {
    const props = {};
    if (this.inReplyTo) {
      props.replyAll = {
        type: "boolean",
        label: "Reply All",
        description: "Set to `true` to send reply to emails in the \"From\", \"To\", \"CC\", and \"BCC\" (if available) of the original email",
        optional: true,
        reloadProps: true,
      };
    }
    existingProps.to.hidden = !!this.replyAll;
    existingProps.cc.hidden = !!this.replyAll;
    existingProps.bcc.hidden = !!this.replyAll;
    return props;
  },
  async run({ $ }) {
    this.attachmentFilenames = utils.parseArray(this.attachmentFilenames);
    this.attachmentUrlsOrPaths = utils.parseArray(this.attachmentUrlsOrPaths);
    if (this.attachmentFilenames?.length !== this.attachmentUrlsOrPaths?.length) {
      throw new ConfigurationError("Must specify the same number of `Attachment Filenames` and `Attachment URLs or Paths`");
    }
    const opts = await this.gmail.getOptionsToSendEmail($, this);
    const response = await this.gmail.sendEmail(opts);
    $.export("$summary", "Successfully sent the email");
    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
GmailgmailappThis component uses the Gmail app.
Totostring[]

Enter a single recipient's email or multiple emails as items in an array.

Ccccstring[]

Enter a single recipient's email or multiple emails as items in an array.

Bccbccstring[]

Enter a single recipient's email or multiple emails as items in an array.

From NamefromNamestring

Specify the name that will be displayed in the "From" section of the email.

From EmailfromEmailstringSelect a value from the drop down menu.
Reply ToreplyTostring

Specify the email address that will appear on the "Reply-To" field, if different than the sender's email.

Subjectsubjectstring

Specify a subject for the email.

Email Bodybodystring

Include an email body as either plain text or HTML. If HTML, make sure to set the "Body Type" prop to html.

Body TypebodyTypestringSelect a value from the drop down menu:htmlplaintext
Attachment FilenamesattachmentFilenamesstring[]

Array of the names of the files to attach. Must contain the file extension (e.g. .jpeg, .txt). Use in conjuction with Attachment URLs or Paths.

Attachment URLs or PathsattachmentUrlsOrPathsstring[]

Array of the URLs of the download links for the files, or the local paths (e.g. /tmp/my-file.txt). Use in conjuction with Attachment Filenames.

In Reply ToinReplyTostringSelect a value from the drop down menu.
Mime TypemimeTypestringSelect a value from the drop down menu.

Action Authentication

Gmail uses OAuth authentication. When you connect your Gmail account, Pipedream will open a popup window where you can sign into Gmail and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Gmail API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofileopenidhttps://www.googleapis.com/auth/gmail.labelshttps://www.googleapis.com/auth/gmail.sendhttps://www.googleapis.com/auth/gmail.modifyhttps://www.googleapis.com/auth/gmail.composehttps://www.googleapis.com/auth/gmail.settings.basic

About Gmail

Gmail offers private and secure email by Google at no cost, for business and consumer accounts.

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