Batch Create or Update Contact with HubSpot API on Task Updated (Instant) from Recruit CRM API

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Task Updated (Instant) from the Recruit CRM 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 Recruit CRM 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 Task Updated (Instant) trigger
1. Connect your Recruit CRM account
Configure the Batch Create or Update Contact action
1. Connect your HubSpot account
2. Configure Contacts Array
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#

Task Updated (Instant) on Recruit CRM

Description:Triggers when a task is updated. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/5e7ebc825ccf9-creates-a-new-subscription)

Version:0.0.1

Key:recruit_crm-task-updated

View on GitHub

Recruit CRM Overview#

The Recruit CRM API provides a suite of functions to automate and streamline recruitment processes. It allows you to integrate your recruitment workflow with other services, create custom applications, or even build bots. With Pipedream, you can connect the Recruit CRM API to a vast array of other apps and services to automate actions like updating candidate records, syncing with HR systems, or triggering notifications based on recruitment activities.

Trigger Code#

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "recruit_crm-task-updated",
  name: "Task Updated (Instant)",
  description: "Triggers when a task is updated. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/5e7ebc825ccf9-creates-a-new-subscription)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listTasks;
    },
    getResourcesFnArgs() {
      return {
        params: {
          limit: constants.PAGINATION.LIMIT,
          sort_by: constants.PAGINATION.SORT_BY.UPDATED_ON,
          sort_order: constants.PAGINATION.SORT_ORDER.DESC,
        },
      };
    },
    getEventName() {
      return events.TASK_UPDATED;
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.updated_on);
      return {
        id: `${resource.id}-${ts}`,
        summary: `Task Updated: ${resource.title}`,
        ts,
      };
    },
  },
};

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
Recruit CRM	`app`	`app`	This component uses the Recruit CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

To retrieve your API Token,

Navigate to your Recruit CRM account and sign in
Go to “Admin Settings” > “API & Integrations”

About Recruit CRM#

Trusted by Recruitment Agencies in 100+ countries. Recruit CRM builds cloud-based software for the global Recruitment & Staffing industry.

Action#

Batch Create or Update Contact on HubSpot

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

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.

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.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
Contacts Array	`contacts`	`string[]`	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

Batch Create or Update Contact with HubSpot API on Task Updated (Instant) from Recruit CRM API

Pipedream makes it easy to connect APIs for HubSpot, Recruit CRM 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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