Create Contact with Insightly API on New or Updated Company from HubSpot API

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New or Updated Company from the HubSpot API

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Create Contact with the Insightly API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Insightly 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 Create Contact action
1. Connect your Insightly account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Optional- Configure Title
6. Optional- Configure Phone
7. Optional- Configure Street Address
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Postcode
11. Optional- Configure Country
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:0.0.2

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: "0.0.2",
  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#

Create Contact on Insightly

Description:Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)

Version:0.0.1

Key:insightly-create-contact

View on GitHub

Insightly Overview#

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Action Code#

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

export default {
  key: "insightly-create-contact",
  name: "Create Contact",
  description: "Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)",
  version: "0.0.1",
  type: "action",
  props: {
    insightly,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the contact.",
      optional: true,
    },
    addressStreet: {
      type: "string",
      label: "Street Address",
      description: "The street address of the contact.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City",
      description: "The city of the contact.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State",
      description: "The state of the contact.",
      optional: true,
    },
    addressPostcode: {
      type: "string",
      label: "Postcode",
      description: "The zip code/postcode of the contact.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country",
      description: "The country of the contact.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      FIRST_NAME: this.firstName,
      LAST_NAME: this.lastName,
      EMAIL_ADDRESS: this.email,
      TITLE: this.title,
      PHONE: this.phone,
      ADDRESS_MAIL_STREET: this.addressStreet,
      ADDRESS_MAIL_CITY: this.addressCity,
      ADDRESS_MAIL_STATE: this.addressState,
      ADDRESS_MAIL_POSTCODE: this.addressPostcode,
      ADDRESS_MAIL_COUNTRY: this.addressCountry,
    };

    const response = await this.insightly.createContact({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created contact with ID ${response.CONTACT_ID}.`);
    }

    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
Insightly	`insightly`	`app`	This component uses the Insightly app.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Email	`email`	`string`	The email of the contact.
Title	`title`	`string`	The title of the contact.
Phone	`phone`	`string`	The phone number of the contact.
Street Address	`addressStreet`	`string`	The street address of the contact.
City	`addressCity`	`string`	The city of the contact.
State	`addressState`	`string`	The state of the contact.
Postcode	`addressPostcode`	`string`	The zip code/postcode of the contact.
Country	`addressCountry`	`string`	The country of the contact.

Create Contact with Insightly API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for Insightly, HubSpot 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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