← Freshdesk + HubSpot integrations

Add Contact to List with HubSpot API on New Contact from Freshdesk API

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New Contact from the Freshdesk 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 Freshdesk 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 Contact trigger
    1. Connect your Freshdesk account
    2. Configure Polling interval
  3. Configure the Add Contact to List action
    1. Connect your HubSpot account
    2. Select a List
    3. Select a Contact Email
  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 notifications when a new contact is created
Version:0.0.2
Key:freshdesk-new-contact

Freshdesk Overview

The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.

Trigger Code

import freshdesk from "../../freshdesk.app.mjs";
import moment from "moment";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "freshdesk-new-contact",
  name: "New Contact",
  description: "Emit new notifications when a new contact is created",
  version: "0.0.2",
  type: "source",
  props: {
    freshdesk,
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Harvest API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    const data = [];
    let lastDateChecked = this.freshdesk.getLastDateChecked(this.db);
    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.freshdesk.setLastDateChecked(this.db, lastDateChecked);
    }
    const formatedDate = lastDateChecked.substr(0, (lastDateChecked + "T").indexOf("T"));
    const contacts = await this.freshdesk.filterContacts({
      query: `"created_at:>'${formatedDate}'"`,
      page: 1,
    });
    for await (const contact of contacts) {
      data.push(contact);
    }
    data && data.reverse().forEach((contact) => {
      this.freshdesk.setLastDateChecked(this.db, contact.created_at);
      if (moment(contact.created_at).isAfter(lastDateChecked)) {
        this.$emit(contact,
          {
            id: contact.id,
            summary: `Contact name: ${contact.name}`,
            ts: Date.parse(contact.created_at),
          });
      }
    });
  },
};

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
FreshdeskfreshdeskappThis component uses the Freshdesk app.
Polling intervaltimer$.interface.timer

Pipedream will poll Harvest API on this schedule

N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

Your API key is in your Profile > Settings page, below the change password section on the right.
Your domain is 12345678 if your Freshdesk URL is https://12345678.freshdesk.com/

About Freshdesk

Customer support software

Action

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

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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
ListliststringSelect a value from the drop down menu.
Contact EmailcontactEmailstringSelect 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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