← Zoho Survey + HubSpot integrations

Create Associations with HubSpot API on New Survey Response (Instant) from Zoho Survey API

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New Survey Response (Instant) from the Zoho Survey API
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Create Associations with the HubSpot API
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Getting Started

This integration creates a workflow with a Zoho Survey trigger and HubSpot 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 Survey Response (Instant) trigger
    1. Connect your Zoho Survey account
    2. Select a Portal
    3. Select a Department
    4. Select a Survey
    5. Configure Trigger Name
  3. Configure the Create Associations action
    1. Connect your HubSpot account
    2. Select a From Object Type
    3. Select a From Object
    4. Select a To Object Type
    5. Select a Association Type
    6. Select one or more To Objects
  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 new survey response is received in Zoho Surveys.
Version:0.0.6
Key:zoho_survey-new-survey-response

Zoho Survey Overview

The Zoho Survey API enables you to integrate your surveys and their data with other applications, automating your workflows and allowing you to manage surveys and responses efficiently. Within Pipedream, you can harness this API to trigger workflows, process survey responses, create or update surveys, and sync your survey data with other services. This streamlined interaction facilitates real-time data collection and analysis, leading to informed decision-making and proactive engagement with your audience.

Trigger Code

import common from "../common/base.mjs";
import decode from "html-entities-decoder";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "zoho_survey-new-survey-response",
  name: "New Survey Response (Instant)",
  description: "Emit new event when a new survey response is received in Zoho Surveys.",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvent() {
      return "response_completed";
    },
    generateMeta(response) {
      const ts = Date.now();
      return {
        id: `${response["RESPONSE_ID"].value}${ts}`,
        summary: `New Response ${response["RESPONSE_ID"].value}`,
        ts,
      };
    },
    collectFieldLabels(obj) {
      const labels = {};
      function recursiveSearch(obj, primaryLabel) {
        if (Array.isArray(obj)) {
          obj.forEach((question) => recursiveSearch(question, primaryLabel));
        }
        if ("variables" in obj) {
          recursiveSearch(obj.variables, `${primaryLabel
            ? primaryLabel + " - "
            : ""}${obj.label
            ? obj.label
            : ""}`);
        }
        if ("label" in obj && "key" in obj) {
          labels[obj.key] = `${primaryLabel
            ? primaryLabel + " - "
            : ""}${obj.label}`;
        }
      }
      recursiveSearch(obj);
      return labels;
    },
    formatValue(value) {
      return typeof value === "string"
        ? decode(value)
        : Array.isArray(value)
          ? value.map((v) => v
            ? decode(v)
            : "")
          : "";
    },
    async formatResponse(body) {
      const { variables } = await this.zohoSurvey.listSurveyFields({
        portalId: this.portalId,
        groupId: this.groupId,
        surveyId: this.surveyId,
      });
      const questions = variables.flatMap((v) => v.variables);
      const labels = this.collectFieldLabels(questions);
      const response = {};
      for (const [
        key,
        value,
      ] of Object.entries(body)) {
        response[key] = labels[key]
          ? {
            label: decode(labels[key]),
            value: this.formatValue(value),
          }
          : this.formatValue(value);
      }
      for (const [
        key,
        value,
      ] of Object.entries(labels)) {
        if (!response[key]) {
          response[key] = {
            label: decode(value),
            value: "",
          };
        }
      }
      return response;
    },
  },
  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
Zoho SurveyzohoSurveyappThis component uses the Zoho Survey app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
PortalportalIdstringSelect a value from the drop down menu.
DepartmentgroupIdstringSelect a value from the drop down menu.
SurveysurveyIdstringSelect a value from the drop down menu.
Trigger NametriggerNamestring

Trigger name to be displayed within Zoho Survey (Maximum 255 characters)

Trigger Authentication

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

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

ZohoSurvey.user.READZohoSurvey.portal.READZohoSurvey.survey.READZohoSurvey.webhook.CREATEZohoSurvey.webhook.DELETEZohoSurvey.webhook.READZohoSurvey.surveybuilder.READZohoSurvey.surveybuilder.CREATE

About Zoho Survey

Easily create online surveys and questionnaires for free. Use Zoho Survey to collect data for customer satisfaction, feedback, business, research, and more.

Action

Description:Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)
Version:0.0.9
Key:hubspot-create-associations

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.

Action Code

import hubspot from "../../hubspot.app.mjs";
import { ASSOCIATION_CATEGORY } from "../../common/constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "hubspot-create-associations",
  name: "Create Associations",
  description: "Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)",
  version: "0.0.9",
  type: "action",
  props: {
    hubspot,
    fromObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "From Object Type",
      description: "The type of the object being associated",
    },
    fromObjectId: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.fromObjectType,
        }),
      ],
      type: "string",
      label: "From Object",
      description: "The ID of the object being associated",
    },
    toObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "To Object Type",
      description: "Type of the objects the from object is being associated with",
    },
    associationType: {
      propDefinition: [
        hubspot,
        "associationType",
        (configuredProps) => ({
          fromObjectType: configuredProps.fromObjectType,
          toObjectType: configuredProps.toObjectType,
        }),
      ],
    },
    toObjectIds: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.toObjectType,
        }),
      ],
      label: "To Objects",
      description: "Id's of the objects the from object is being associated with",
    },
  },
  async run({ $ }) {
    const {
      fromObjectType,
      fromObjectId,
      toObjectType,
      associationType,
    } = this;
    let toObjectIds;
    if (Array.isArray(this.toObjectIds)) {
      toObjectIds = this.toObjectIds;
    } else {
      try {
        toObjectIds = JSON.parse(this.toObjectIds);
      } catch {
        throw new ConfigurationError("Could not parse \"To Objects\" array.");
      }
    }
    const response = await this.hubspot.createAssociations({
      $,
      fromObjectType,
      toObjectType,
      data: {
        inputs: toObjectIds.map((toId) => ({
          from: {
            id: fromObjectId,
          },
          to: {
            id: toId,
          },
          types: [
            {
              associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
              associationTypeId: associationType,
            },
          ],
        })),
      },
    });
    const l = response.results.length;
    $.export("$summary", `Successfully created ${l} association${l === 1
      ? ""
      : "s"}`);
    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
HubSpothubspotappThis component uses the HubSpot app.
From Object TypefromObjectTypestringSelect a value from the drop down menu.
From ObjectfromObjectIdstringSelect a value from the drop down menu.
To Object TypetoObjectTypestringSelect a value from the drop down menu.
Association TypeassociationTypestringSelect a value from the drop down menu.
To ObjectstoObjectIdsstring[]Select a value from the drop down menu.

Action 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.

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