Analyze Business with Insites API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for Insites, HubSpot and 2,400+ other apps remarkably fast.

Trigger workflow on

New or Updated Company from the HubSpot API

Next, do this

Analyze Business with the Insites API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a HubSpot trigger and Insites 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 Analyze Business action
1. Connect your Insites account
2. Configure URL
3. Optional- Configure Business Name
4. Optional- Configure Business Phone
5. Optional- Configure Business Address
6. Optional- Configure Business City
7. Optional- Configure Business Zip Code
8. Optional- Configure Business Country Code
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#

Analyze Business on Insites

Description:Fetch a report from Insites based on the provided business details. [See the documentation](https://help.insites.com/en/articles/7994946-report-api#h_83076c4431)

Version:0.0.1

Key:insites-analyze-business

View on GitHub

Insites Overview#

The Insites API offers a suite of tools for website testing and monitoring, enabling users to automate the process of checking website quality, performance, and compliance with SEO and accessibility standards. With Pipedream, you can harness this API to create workflows that trigger on events across your apps, perform actions based on website analysis results, and automate repetitive tasks that ensure your website maintains high standards for your users.

Action Code#

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

export default {
  key: "insites-analyze-business",
  name: "Analyze Business",
  description: "Fetch a report from Insites based on the provided business details. [See the documentation](https://help.insites.com/en/articles/7994946-report-api#h_83076c4431)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    url: {
      type: "string",
      label: "URL",
      description: "The website URL to fetch the report for.",
    },
    businessName: {
      type: "string",
      label: "Business Name",
      description: "The name of the business.",
      optional: true,
    },
    businessPhone: {
      type: "string",
      label: "Business Phone",
      description: "The phone number of the business.",
      optional: true,
    },
    businessAddress: {
      type: "string",
      label: "Business Address",
      description: "The address of the business.",
      optional: true,
    },
    businessCity: {
      type: "string",
      label: "Business City",
      description: "The city where the business is located.",
      optional: true,
    },
    businessZipCode: {
      type: "string",
      label: "Business Zip Code",
      description: "The zip code of the business location.",
      optional: true,
    },
    businessCountryCode: {
      type: "string",
      label: "Business Country Code",
      description: "The [country code](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2) of the business location.",
      optional: true,
    },
  },
  async run({ $ }) {
    const reportData = await this.app.analyzeBusiness({
      url: this.url,
      name: this.businessName,
      phone: this.businessPhone,
      address: this.businessAddress,
      city: this.businessCity,
      zip: this.businessZipCode,
      country_code: this.businessCountryCode,
    });
    $.export("$summary", `Successfully fetched report for URL: ${this.url}.`);

    return reportData;
  },
};

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
Insites	`app`	`app`	This component uses the Insites app.
URL	`url`	`string`	The website URL to fetch the report for.
Business Name	`businessName`	`string`	The name of the business.
Business Phone	`businessPhone`	`string`	The phone number of the business.
Business Address	`businessAddress`	`string`	The address of the business.
Business City	`businessCity`	`string`	The city where the business is located.
Business Zip Code	`businessZipCode`	`string`	The zip code of the business location.
Business Country Code	`businessCountryCode`	`string`	The country code of the business location.

Analyze Business with Insites API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for Insites, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular