← HubSpot + Project Broadcast integrations

Add Keyword To Contact with Project Broadcast API on New Deal Property Change from HubSpot API

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New Deal Property Change from the HubSpot API
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Add Keyword To Contact with the Project Broadcast API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Project Broadcast 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 Deal Property Change trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Select a Property
  3. Configure the Add Keyword To Contact action
    1. Connect your Project Broadcast account
    2. Select a Contact ID
    3. Select a Keyword ID
  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 specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)
Version:0.0.9
Key:hubspot-new-deal-property-change

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

export default {
  ...common,
  key: "hubspot-new-deal-property-change",
  name: "New Deal Property Change",
  description: "Emit new event when a specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)",
  version: "0.0.9",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The deal property to watch for changes",
      async options() {
        const properties = await this.hubspot.getDealProperties();
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      const history = deal.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(deal) {
      const { id } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: `Deal ${id} updated`,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return !updatedAfter || this.getTs(deal) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "deals",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetDeals(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "deals",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.hubspot.getDealProperties();
      const propertyNames = properties.map((property) => property.name);
      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Deals. See Hubspot's default deal properties documentation - https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties`);
      }

      const updatedDeals = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedDeals.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetDeals,
        chunks: this.getChunks(updatedDeals),
      });

      this.processEvents(results, 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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PropertypropertystringSelect a value from the drop down menu.

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

Description:Add a keyword to a contact. [See the documentation](https://www.projectbroadcast.com/apidoc/#api-Contacts-Apply_Keyword)
Version:0.0.2
Key:project_broadcast-add-keyword-to-contact

Project Broadcast Overview

The Project Broadcast API facilitates communication through automated text messaging, providing features to manage contacts, send messages, and track campaigns. Leveraging this API on Pipedream allows you to create intricate workflows that can automate your texting campaigns, sync contact lists, and engage with customers by integrating with numerous other services for CRM, marketing, and other functions. With Pipedream's serverless platform, these integrations become seamless, triggering actions in real-time or on a schedule without the need for complex infrastructure.

Action Code

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

export default {
  key: "project_broadcast-add-keyword-to-contact",
  name: "Add Keyword To Contact",
  description: "Add a keyword to a contact. [See the documentation](https://www.projectbroadcast.com/apidoc/#api-Contacts-Apply_Keyword)",
  type: "action",
  version: "0.0.2",
  props: {
    app,
    contactId: {
      propDefinition: [
        app,
        "contactId",
      ],
    },
    keywordId: {
      propDefinition: [
        app,
        "keywordId",
      ],
    },
  },
  methods: {
    addKeywordToContact({
      contactId, keywordId, ...args
    } = {}) {
      return this.app.put({
        path: `/contacts/${contactId}/keywords/${keywordId}/apply`,
        ...args,
      });
    },
  },
  run({ $: step }) {
    const {
      addKeywordToContact,
      contactId,
      keywordId,
    } = this;

    return addKeywordToContact({
      step,
      contactId,
      keywordId,
      summary: (response) => `Successfully added keyword with ID \`${response._id}\`.`,
    });
  },
};

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
Project BroadcastappappThis component uses the Project Broadcast app.
Contact IDcontactIdstringSelect a value from the drop down menu.
Keyword IDkeywordIdstringSelect a value from the drop down menu.

Action Authentication

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

To retrieve your API Key,

  • Navigate to your Project Broadcast account and sign in
  • Click the “More” menu with the three horizontal lines glyph on the left navitation
  • Go to “ACCOUNT” > “Get Api Key”

About Project Broadcast

Helping you build relations through business communications.

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