Create Meeting with HubSpot API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

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Create Meeting with the HubSpot API

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Getting Started#

This integration creates a workflow with a Salesforce 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 New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Create Meeting action
1. Connect your HubSpot account
2. Select a Associated Object Type
3. Optional- Select a Associated Object
4. Optional- Select a Association Type
5. Configure Meeting Properties
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-instant

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce 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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Salesforce#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Create Meeting on HubSpot

Description:Creates a new meeting with optional associations to other objects. [See the documentation](https://developers.hubspot.com/docs/reference/api/crm/engagements/meetings#post-%2Fcrm%2Fv3%2Fobjects%2Fmeetings)

Version:0.0.1

Key:hubspot-create-meeting

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#

/* eslint-disable no-unused-vars */
import common from "../common/common-create.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  ASSOCIATION_CATEGORY, OBJECT_TYPE,
} from "../../common/constants.mjs";

export default {
  ...common,
  key: "hubspot-create-meeting",
  name: "Create Meeting",
  description: "Creates a new meeting with optional associations to other objects. [See the documentation](https://developers.hubspot.com/docs/reference/api/crm/engagements/meetings#post-%2Fcrm%2Fv3%2Fobjects%2Fmeetings)",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    toObjectType: {
      propDefinition: [
        common.props.hubspot,
        "objectType",
      ],
      label: "Associated Object Type",
      description: "Type of object the meeting is being associated with",
    },
    toObjectId: {
      propDefinition: [
        common.props.hubspot,
        "objectId",
        (c) => ({
          objectType: c.toObjectType,
        }),
      ],
      label: "Associated Object",
      description: "ID of object the meeting is being associated with",
      optional: true,
    },
    associationType: {
      propDefinition: [
        common.props.hubspot,
        "associationType",
        (c) => ({
          fromObjectType: "meetings",
          toObjectType: c.toObjectType,
        }),
      ],
      description: "A unique identifier to indicate the association type between the meeting and the other object",
      optional: true,
    },
    objectProperties: {
      type: "object",
      label: "Meeting Properties",
      description: "Enter the meeting properties as a JSON object. Required properties: hs_meeting_title, hs_meeting_body, hs_meeting_start_time, hs_meeting_end_time. Optional: hs_meeting_status",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return OBJECT_TYPE.MEETING;
    },
    isRelevantProperty(property) {
      return common.methods.isRelevantProperty(property);
    },
    createMeeting(properties, associations, $) {
      return this.hubspot.createMeeting({
        data: {
          properties,
          associations,
        },
        $,
      });
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      toObjectType,
      toObjectId,
      associationType,
      objectProperties,
      ...otherProperties
    } = this;

    if ((toObjectId && !associationType) || (!toObjectId && associationType)) {
      throw new ConfigurationError("Both `toObjectId` and `associationType` must be entered");
    }

    const properties = objectProperties
      ? typeof objectProperties === "string"
        ? JSON.parse(objectProperties)
        : objectProperties
      : otherProperties;

    const associations = toObjectId
      ? [
        {
          to: {
            id: toObjectId,
          },
          types: [
            {
              associationTypeId: associationType,
              associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
            },
          ],
        },
      ]
      : undefined;

    const meeting = await this.createMeeting(properties, associations, $);

    $.export("$summary", `Successfully created meeting "${properties.hs_meeting_title}"`);

    return meeting;
  },
};

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.
Associated Object Type	`toObjectType`	`string`	Select a value from the drop down menu.
Associated Object	`toObjectId`	`string`	Select a value from the drop down menu.
Association Type	`associationType`	`string`	Select a value from the drop down menu.
Meeting Properties	`objectProperties`	`object`	Enter the meeting properties as a JSON object. Required properties: hs_meeting_title, hs_meeting_body, hs_meeting_start_time, hs_meeting_end_time. Optional: hs_meeting_status

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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.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.

More Ways to Connect HubSpot + Salesforce#

Other Popular Integrations#

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Salesforce + HubSpot

Create Meeting with HubSpot API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for HubSpot, Salesforce and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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