Add Contact to List with HubSpot API on New Contact Created from Clientify API

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Trigger workflow on

New Contact Created from the Clientify API

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Add Contact to List with the HubSpot API

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Getting Started#

This integration creates a workflow with a Clientify trigger and HubSpot action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Created trigger
1. Connect your Clientify account
2. Configure Polling interval
Configure the Add Contact to List action
1. Connect your HubSpot account
2. Select a List
3. Select a Contact Email
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 Contact Created on Clientify

Description:Emit new event when a new contact is created.

Version:0.0.1

Key:clientify-contact-added

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  type: "source",
  key: "clientify-contact-added",
  name: "New Contact Created",
  version: "0.0.1",
  description: "Emit new event when a new contact is created.",
  methods: {
    ...common.methods,
    getFunction() {
      return this.clientify.listContacts;
    },
    getSummary({ id }) {
      return `A new contact with id: "${id}" was created!`;
    },
    getParams(lastDate) {
      return {
        "orderBy": "created",
        "created[gte]": lastDate,
      };
    },
  },
};

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
Clientify	`clientify`	`app`	This component uses the Clientify app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Clientify on this schedule

Trigger Authentication#

Clientify uses API keys for authentication. When you connect your Clientify account, Pipedream securely stores the keys so you can easily authenticate to Clientify APIs in both code and no-code steps.

About Clientify#

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

Action#

Add Contact to List on HubSpot

Description:Adds a contact to a specific static list. [See the documentation](https://legacydocs.hubspot.com/docs/methods/lists/add_contact_to_list)

Version:0.0.9

Key:hubspot-add-contact-to-list

View on GitHub

Add Contact to List Overview#

Use this action to add a Hubspot contact to a list.

Action Code#

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

export default {
  key: "hubspot-add-contact-to-list",
  name: "Add Contact to List",
  description: "Adds a contact to a specific static list. [See the documentation](https://legacydocs.hubspot.com/docs/methods/lists/add_contact_to_list)",
  version: "0.0.9",
  type: "action",
  props: {
    hubspot,
    list: {
      propDefinition: [
        hubspot,
        "lists",
        () => ({
          listType: "static",
        }),
      ],
      type: "string",
      label: "List",
      description: "The list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.",
    },
    contactEmail: {
      propDefinition: [
        hubspot,
        "contactEmail",
      ],
      description: `The email of the contact to be added to the list. ${hubspot.propDefinitions.contactEmail.description}`,
    },
  },
  async run({ $ }) {
    const {
      list,
      contactEmail,
    } = this;
    const response = await this.hubspot.addContactsToList({
      $,
      listId: list.value,
      data: {
        emails: [
          contactEmail,
        ],
      },
    });
    $.export("$summary", "Successfully added contact to list");
    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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
List	`list`	`string`	Select a value from the drop down menu.
Contact Email	`contactEmail`	`string`	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

Add Contact to List with HubSpot API on New Contact Created from Clientify API

Pipedream makes it easy to connect APIs for HubSpot, Clientify 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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