Create Opportunity with ForceManager 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 Opportunity with the ForceManager API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and ForceManager 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 Opportunity action
1. Connect your ForceManager account
2. Configure Name
3. Optional- Select a Account ID
4. Select a Branch ID
5. Select a Status ID
6. Configure Sales Probability
7. Select a Sales Rep ID
8. Optional- Configure Sales Forecast Date
9. Optional- Select a Currency ID
10. Optional- Configure Total
11. Optional- Select a PermissionLevel
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#

Create Opportunity on ForceManager

Description:Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)

Version:0.0.1

Key:forcemanager-create-opportunity

View on GitHub

ForceManager Overview#

The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.

Action Code#

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

export default {
  key: "forcemanager-create-opportunity",
  name: "Create Opportunity",
  description: "Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)",
  version: "0.0.1",
  type: "action",
  props: {
    forcemanager,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the business opportunity",
    },
    accountId: {
      propDefinition: [
        forcemanager,
        "accountId",
      ],
    },
    branchId: {
      propDefinition: [
        forcemanager,
        "branchId",
      ],
    },
    statusId: {
      propDefinition: [
        forcemanager,
        "statusId",
      ],
    },
    salesProbability: {
      type: "integer",
      label: "Sales Probability",
      description: "Probability of sale, a number between 0 and 10",
      max: 10,
    },
    salesRepId: {
      propDefinition: [
        forcemanager,
        "salesRepId",
      ],
    },
    salesForeCastDate: {
      type: "string",
      label: "Sales Forecast Date",
      description: "Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`",
      optional: true,
    },
    currencyId: {
      propDefinition: [
        forcemanager,
        "currencyId",
      ],
    },
    total: {
      type: "integer",
      label: "Total",
      description: "Total amount of the Opportunity",
      optional: true,
    },
    permissionLevel: {
      type: "string",
      label: "PermissionLevel",
      description: "Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission",
      options: [
        "1",
        "2",
        "3",
        "4",
        "5",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.forcemanager.createOpportunity({
      $,
      data: {
        reference: this.name,
        accountId1: this.accountId,
        branchId: this.branchId,
        statusId: this.statusId,
        salesProbability: this.salesProbability,
        salesRepId: this.salesRepId,
        salesForeCastDate: this.salesForeCastDate,
        total: this.total,
        permissionLevel: this.permissionLevel,
      },
    });
    $.export("$summary", `Successfully created opportunity: ${this.name}`);
    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
ForceManager	`forcemanager`	`app`	This component uses the ForceManager app.
Name	`name`	`string`	Name of the business opportunity
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Branch ID	`branchId`	`string`	Select a value from the drop down menu.
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Sales Probability	`salesProbability`	`integer`	Probability of sale, a number between 0 and 10
Sales Rep ID	`salesRepId`	`string`	Select a value from the drop down menu.
Sales Forecast Date	`salesForeCastDate`	`string`	Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`
Currency ID	`currencyId`	`string`	Select a value from the drop down menu.
Total	`total`	`integer`	Total amount of the Opportunity
PermissionLevel	`permissionLevel`	`string`	Select a value from the drop down menu:`12345`

Action Authentication#

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

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

Create Opportunity with ForceManager API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for ForceManager, 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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