← Zoho Creator + HubSpot integrations

Batch Create or Update Contact with HubSpot API on New Record from Zoho Creator API

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New Record from the Zoho Creator API
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Batch Create or Update Contact with the HubSpot API
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Getting Started

This integration creates a workflow with a Zoho Creator 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 Record trigger
    1. Connect your Zoho Creator account
    2. Configure Polling interval
    3. Select a Application
    4. Select a Report
  3. Configure the Batch Create or Update Contact action
    1. Connect your HubSpot account
    2. Configure Contacts Array
  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 records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.
Version:0.0.3
Key:zoho_creator-new-record

Zoho Creator Overview

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho CreatorzohoCreatorappThis component uses the Zoho Creator app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

How often to poll the Zoho Creator API for resources

ApplicationappLinkNamestringSelect a value from the drop down menu.
ReportreportLinkNamestringSelect a value from the drop down menu.

Trigger Authentication

Zoho Creator uses OAuth authentication. When you connect your Zoho Creator account, Pipedream will open a popup window where you can sign into Zoho Creator and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Creator API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator

Low-code platform

Action

Description:Create or update a batch of contacts by its ID or email. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)
Version:0.0.8
Key:hubspot-batch-create-or-update-contact

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.

Action Code

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

export default {
  key: "hubspot-batch-create-or-update-contact",
  name: "Batch Create or Update Contact",
  description: "Create or update a batch of contacts by its ID or email. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)",
  version: "0.0.8",
  type: "action",
  props: {
    hubspot,
    contacts: {
      label: "Contacts Array",
      description: "Provide a **list of contacts** to be created or updated. If the provided contact has the prop ID or if the provided email already exists, this action will attempt to update it.\n\n**Expected format for create:** `{ \"company\": \"Biglytics\", \"email\": \"bcooper@biglytics.net\", \"firstname\": \"Bryan\", \"lastname\": \"Cooper\", \"phone\": \"(877) 929-0687\", \"website\": \"biglytics.net\" }` \n\n**Expected format for update:** `{ \"id\": \"101\", \"company\": \"Biglytics\", \"email\": \"bcooper@biglytics.net\", \"firstname\": \"Bryan\", \"lastname\": \"Cooper\", \"phone\": \"(877) 929-0687\", \"website\": \"biglytics.net\" }`",
      type: "string[]",
    },
  },
  methods: {
    parseContactArray(contacts) {
      if (typeof (contacts) === "string") {
        contacts = JSON.parse(contacts);
      }
      else if (Array.isArray(contacts) && contacts.length > 0 && typeof (contacts[0]) === "string") {
        contacts = contacts.map((contact) => JSON.parse(contact));
      }
      return contacts;
    },
    async searchExistingContactProperties(contacts, $) {
      const emails = contacts.map(({ email }) => email);
      const { results } = await this.hubspot.searchCRM({
        $,
        object: "contact",
        data: {
          filters: [
            {
              propertyName: "email",
              operator: "IN",
              values: emails,
            },
          ],
        },
      });
      const updateEmails = results?.map(({ properties }) => properties.email);
      const insertProperties = contacts.filter(({ email }) => !updateEmails.includes(email))
        .map((properties) => ({
          properties,
        }));
      const updateProperties = [];
      for (const contact of results) {
        updateProperties.push({
          id: contact.id,
          properties: contacts.find(({ email }) => contact.properties.email === email),
        });
      }
      return {
        insertProperties,
        updateProperties,
      };
    },
  },
  async run({ $ }) {
    const contacts = this.parseContactArray(this.contacts);

    const {
      insertProperties, updateProperties,
    } = await this.searchExistingContactProperties(contacts, $);

    const updatePropertiesWithId = contacts.filter((contact) => (Object.prototype.hasOwnProperty.call(contact, "id")))
      .map(({
        id, ...properties
      }) => ({
        id: id,
        properties,
      }));

    if (updatePropertiesWithId?.length) {
      updateProperties.push(...updatePropertiesWithId);
    }

    let response = {};
    response.created = await this.hubspot.batchCreateContacts({
      $,
      data: {
        inputs: insertProperties,
      },
    });
    response.updated = await this.hubspot.batchUpdateContacts({
      $,
      data: {
        inputs: updateProperties,
      },
    });

    $.export("$summary", `Successfully created ${insertProperties.length} and updated ${updateProperties.length} contacts`);

    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.
Contacts Arraycontactsstring[]

Provide a list of contacts to be created or updated. If the provided contact has the prop ID or if the provided email already exists, this action will attempt to update it.

Expected format for create: { "company": "Biglytics", "email": "bcooper@biglytics.net", "firstname": "Bryan", "lastname": "Cooper", "phone": "(877) 929-0687", "website": "biglytics.net" }

Expected format for update: { "id": "101", "company": "Biglytics", "email": "bcooper@biglytics.net", "firstname": "Bryan", "lastname": "Cooper", "phone": "(877) 929-0687", "website": "biglytics.net" }

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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