Integrate the PreciseFP API with the HubSpot API

Setup the PreciseFP API trigger to run a workflow which integrates with the HubSpot API. Pipedream's integration platform allows you to integrate PreciseFP and HubSpot remarkably fast. Free for developers.

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Popular Ways to Connect PreciseFP with HubSpot#

Add Contact to List with HubSpot API on New Account Created from PreciseFP API

PreciseFP + HubSpot

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Add Contact to List with HubSpot API on New Form Engagement Completed from PreciseFP API

PreciseFP + HubSpot

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Add Contact to List with HubSpot API on New PDF Engagement from PreciseFP API

PreciseFP + HubSpot

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Batch Create or Update Contact with HubSpot API on New Account Created from PreciseFP API

PreciseFP + HubSpot

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Batch Create or Update Contact with HubSpot API on New Form Engagement Completed from PreciseFP API

PreciseFP + HubSpot

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Popular PreciseFP and HubSpot Triggers#

New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

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New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

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Company Updated from the HubSpot API

Emit new event each time a company is updated.

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New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

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Popular PreciseFP and HubSpot Actions#

Create Account with the PreciseFP API

Create a new account. See the documentation

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Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID or email. See the documentation

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Create Associations with the HubSpot API

Create associations between objects. See the documentation

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Create Communication with the HubSpot API

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

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Overview of PreciseFP#

The PreciseFP API integrates with Pipedream to automate workflows involving client data collection and management for financial professionals. By leveraging this API, you can streamline the process of gathering and updating client information, create trigger-based actions for client engagement, and sync data with other financial management tools. With Pipedream's serverless platform, these automations can run without manual intervention, connecting to countless other apps and services to create a seamless data flow.

Connect PreciseFP#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    precisefp: {
      type: "app",
      app: "precisefp",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.precisefp.com/api/v3/user`,
      headers: {
        Authorization: `Bearer ${this.precisefp.$auth.api_token}`,
      },
    })
  },
})

Overview of HubSpot#

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.

Connect HubSpot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_token}`,
      },
    })
  },
})

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