Add Contact To Account with Salesflare API on New or Updated Company from HubSpot API

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Trigger workflow on

New or Updated Company from the HubSpot API

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Add Contact To Account with the Salesflare API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Salesflare 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 Company trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Configure New Only
Configure the Add Contact To Account action
1. Connect your Salesflare account
2. Select a Account ID
3. Select one or more Contact IDs
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 Company on HubSpot

Description:Emit new event for each new or updated company in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-company

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_COMPANY_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-company",
  name: "New or Updated Company",
  description: "Emit new event for each new or updated company in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_COMPANY_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "companyProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new companies",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      return this.isNew
        ? Date.parse(company.createdAt)
        : Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_COMPANY_PROPERTIES,
            ...properties,
          ],
        },
        object: "companies",
      };
    },
    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.
New Only	`newOnly`	`boolean`	Emit events only for new companies

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 Contact To Account on Salesflare

Description:Adds a contact to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idContacts)

Version:0.0.1

Key:salesflare-add-contact-to-account

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code#

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

export default {
  key: "salesflare-add-contact-to-account",
  version: "0.0.1",
  type: "action",
  name: "Add Contact To Account",
  description: "Adds a contact to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idContacts)",
  props: {
    app,
    accountId: {
      propDefinition: [
        app,
        "accountIds",
      ],
      type: "integer",
      label: "Account ID",
      description: "Account ID",
      optional: false,
    },
    contactIds: {
      propDefinition: [
        app,
        "contactId",
      ],
      type: "integer[]",
      label: "Contact IDs",
      description: "Contact IDs",
    },
  },
  async run ({ $ }) {
    const resp = await this.app.addContactsToAccount({
      $,
      accountId: this.accountId,
      data: this.contactIds.map(( id ) => ({
        id,
      })),
    });
    $.export("$summary", "Contact(s) has been added to the account successfully.");
    return resp;
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
Account ID	`accountId`	`integer`	Select a value from the drop down menu.
Contact IDs	`contactIds`	`integer[]`	Select a value from the drop down menu.

Add Contact To Account with Salesflare API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for Salesflare, 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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