Retrieve Transcripts Of Calls with Gong API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API

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Retrieve Transcripts Of Calls with the Gong API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Gong 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 Retrieve Transcripts Of Calls action
1. Connect your Gong account
2. Optional- Configure From Date Time
3. Optional- Configure To Date Time
4. Optional- Select a Workspace ID
5. Optional- Select one or more Call IDs
6. Optional- Configure Return Simplified Transcript
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#

Retrieve Transcripts Of Calls on Gong

Description:Retrieve transcripts of calls. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls/transcript)

Version:0.0.3

Key:gong-retrieve-transcripts-of-calls

View on GitHub

Gong Overview#

The Gong API allows you to tap into Gong's conversation intelligence capabilities, enabling you to retrieve call recordings, transcripts, and analytics data for sales engagements. By integrating Gong with Pipedream, you can automate workflows that react to this sales data, enrich CRM records, trigger follow-up actions, and sync insights across your sales stack. It's a goldmine for sales teams looking to leverage conversational insights and make data-driven decisions.

Action Code#

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

export default {
  key: "gong-retrieve-transcripts-of-calls",
  name: "Retrieve Transcripts Of Calls",
  description: "Retrieve transcripts of calls. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls/transcript)",
  type: "action",
  version: "0.0.3",
  props: {
    app,
    fromDateTime: {
      optional: true,
      propDefinition: [
        app,
        "fromDateTime",
      ],
    },
    toDateTime: {
      optional: true,
      propDefinition: [
        app,
        "toDateTime",
      ],
    },
    workspaceId: {
      optional: true,
      propDefinition: [
        app,
        "workspaceId",
      ],
    },
    callIds: {
      propDefinition: [
        app,
        "callIds",
      ],
    },
    returnSimplifiedTranscript: {
      type: "boolean",
      label: "Return Simplified Transcript",
      description: "If true, returns a simplified version of the transcript with normalized speaker IDs and formatted timestamps",
      optional: true,
      default: false,
    },
  },
  methods: {
    retrieveTranscriptsOfCalls(args = {}) {
      return this.app.post({
        path: "/calls/transcript",
        ...args,
      });
    },

    millisToTimestamp(millis) {
      const totalSeconds = Math.floor(millis / 1000);
      const minutes = Math.floor(totalSeconds / 60);
      const seconds = totalSeconds % 60;

      return `[${minutes.toString().padStart(2, "0")}:${seconds.toString().padStart(2, "0")}]`;
    },

    simplifyTranscript(originalResponse) {
      const simplified = {
        ...originalResponse,
        callTranscripts: originalResponse.callTranscripts.map((callTranscript) => {
          // Create a map of unique speaker IDs to simplified names
          const speakerMap = new Map();
          let speakerCounter = 1;
          let currentSpeaker = null;
          let currentTopic = null;
          let formattedTranscript = "";

          // Process each sentence maintaining chronological order
          const allSentences = [];
          callTranscript.transcript.forEach((segment) => {
            segment.sentences.forEach((sentence) => {
              allSentences.push({
                ...sentence,
                speakerId: segment.speakerId,
                topic: segment.topic,
              });
            });
          });

          // Sort by start time
          allSentences.sort((a, b) => a.start - b.start);

          // Process sentences
          allSentences.forEach((sentence) => {
            // Map speaker ID to simplified name
            if (!speakerMap.has(sentence.speakerId)) {
              speakerMap.set(sentence.speakerId, `Speaker ${speakerCounter}`);
              speakerCounter++;
            }

            const speaker = speakerMap.get(sentence.speakerId);
            const timestamp = this.millisToTimestamp(sentence.start);

            // Handle topic changes
            if (sentence.topic !== currentTopic) {
              currentTopic = sentence.topic;
              if (currentTopic) {
                formattedTranscript += `\nTopic: ${currentTopic}\n-------------------\n\n`;
              }
            }

            // Add speaker name only if it changes
            if (speaker !== currentSpeaker) {
              currentSpeaker = speaker;
              formattedTranscript += `\n${speaker}:\n`;
            }

            // Add timestamp and text
            formattedTranscript += `${timestamp} ${sentence.text}\n`;
          });

          return {
            callId: callTranscript.callId,
            formattedTranscript: formattedTranscript.trim(),
          };
        }),
      };

      return simplified;
    },
  },

  async run({ $: step }) {
    const {
      retrieveTranscriptsOfCalls,
      returnSimplifiedTranscript,
      simplifyTranscript,
      ...filter
    } = this;

    const response = await retrieveTranscriptsOfCalls({
      step,
      data: {
        filter,
      },
      summary: (response) => `Successfully retrieved transcripts of calls with request ID \`${response.requestId}\`.`,
    });

    if (returnSimplifiedTranscript) {
      return simplifyTranscript(response);
    }

    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
Gong	`app`	`app`	This component uses the Gong app.
From Date Time	`fromDateTime`	`string`	Date and time (in ISO-8601 format: `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC) from which to list recorded calls. Returns calls that started on or after the specified date and time. If not provided, list starts with earliest call.
To Date Time	`toDateTime`	`string`	Date and time (in ISO-8601 format: `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC) until which to list recorded calls. Returns calls that started up to but excluding specified date and time. If not provided, list ends with most recent call.
Workspace ID	`workspaceId`	`string`	Select a value from the drop down menu.
Call IDs	`callIds`	`string[]`	Select a value from the drop down menu.
Return Simplified Transcript	`returnSimplifiedTranscript`	`boolean`	If true, returns a simplified version of the transcript with normalized speaker IDs and formatted timestamps

Action Authentication#

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

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

api:calls:read:basicapi:calls:createapi:users:readapi:crm:integrations:readapi:library:readapi:data-privacy:readapi:users:readapi:meetings:user:createapi:engagement-data:writeapi:workspaces:readapi:calls:read:transcript

Retrieve Transcripts Of Calls with Gong API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Gong, 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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