Get Contacts with MixMax API on New or Updated Contact from HubSpot API

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New or Updated Contact from the HubSpot API

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Get Contacts with the MixMax API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and MixMax 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 Contact trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select one or more Lists
6. Optional- Configure New Only
Configure the Get Contacts action
1. Connect your MixMax account
2. Optional- Select a Sort Field
3. Optional- Configure Sort Ascending
4. Optional- Configure Email
5. Optional- Configure Name
6. Optional- Select one or more Groups
7. Optional- Configure Include Shared
8. Optional- Select one or more Expand
9. Optional- Configure With Analytics
10. Optional- Select a Dates
11. Optional- Configure Limit
12. Optional- Select one or more Fields
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 Contact on HubSpot

Description:Emit new event for each new or updated contact in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-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.

Trigger Code#

import common from "../common/common.mjs";
import {
  DEFAULT_LIMIT, DEFAULT_CONTACT_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-contact",
  name: "New or Updated Contact",
  description: "Emit new event for each new or updated contact in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_CONTACT_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
      withLabel: false,
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new contacts",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return this.newOnly
        ? Date.parse(contact.createdAt)
        : Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const { id } = contact;
      const ts = this.getTs(contact);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Record ID: ${id}`,
        ts,
      };
    },
    async translateListIds(lists) {
      const listIds = [];
      for (const list of lists) {
        const { listId } = await this.hubspot.translateLegacyListId({
          params: {
            legacyListId: list,
          },
        });
        listIds.push(listId);
      }
      return listIds;
    },
    async isRelevant(contact, updatedAfter) {
      if (this.getTs(contact) < updatedAfter) {
        return false;
      }
      if (this.lists?.length) {
        const { results } = await this.hubspot.getMemberships({
          objectType: "contacts",
          objectId: contact.id,
        });
        const contactListIds = results?.map(({ listId }) => listId) || [];
        const listIds = await this.translateListIds(this.lists);
        for (const list of listIds) {
          if (contactListIds.includes(list)) {
            return true;
          }
        }
        return false;
      }
      return true;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_CONTACT_PROPERTIES,
            ...properties,
          ],
        },
        object: "contacts",
      };
    },
    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.
Lists	`lists`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new contacts

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#

Get Contacts on MixMax

Description:Lists all your Mixmax Contacts (ie people you've emailed using Mixmax). Does not currently return contacts shared with you via shared contact groups (a performance limitiation). [See the docs here](https://developer.mixmax.com/reference/contacts)

Version:0.0.1

Key:mixmax-get-contacts

View on GitHub

MixMax Overview#

The MixMax API allows you to automate and enhance email productivity tasks within your workflows. Utilizing MixMax with Pipedream, you can create dynamic automation scenarios such as syncing calendar events, triggering email sequences based on customer actions, and analyzing email engagement data. By harnessing the power of Pipedream's serverless platform, you can integrate MixMax with numerous other apps to streamline communication processes, improve response times, and personalize your outreach efforts.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import common from "../common/base.mjs";
import FIELDS from "../common/fields.mjs";

export default {
  ...common,
  key: "mixmax-get-contacts",
  name: "Get Contacts",
  description: "Lists all your Mixmax Contacts (ie people you've emailed using Mixmax). Does not currently return contacts shared with you via shared contact groups (a performance limitiation). [See the docs here](https://developer.mixmax.com/reference/contacts)",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    sort: {
      type: "string",
      label: "Sort Field",
      description: "Sort by this field in order to get a list of results to then return in pages.",
      optional: true,
      options: FIELDS.SORTCONTACT,
    },
    sortAscending: {
      type: "boolean",
      label: "Sort Ascending",
      description: "True to sort ascending (A-Z).",
      optional: true,
    },
    email: {
      propDefinition: [
        common.props.mixmax,
        "email",
      ],
      optional: true,
    },
    name: {
      propDefinition: [
        common.props.mixmax,
        "name",
      ],
      optional: true,
    },
    groups: {
      propDefinition: [
        common.props.mixmax,
        "groups",
      ],
      withLabel: true,
      optional: true,
    },
    includeShared: {
      type: "boolean",
      label: "Include Shared",
      description: "True to include contacts shared with you. Can only be used when also using any filters due to current performance limitations.",
      optional: true,
    },
    expand: {
      type: "string[]",
      label: "Expand",
      description: "Fields to expand.",
      options: FIELDS.EXPAND,
      optional: true,
    },
    withAnalytics: {
      type: "boolean",
      label: "With Analytics",
      description: "Include analytics in the response",
      optional: true,
    },
    dates: {
      type: "string",
      label: "Dates",
      description: "A string describing the analytics date range.",
      reloadProps: true,
      options: FIELDS.DATES,
      optional: true,
    },
    limit: {
      propDefinition: [
        common.props.mixmax,
        "limit",
      ],
      optional: true,
    },
    fields: {
      propDefinition: [
        common.props.mixmax,
        "fields",
      ],
      options: FIELDS.CONTACT,
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.dates) {
      props.timezoneOffset = {
        type: "integer",
        label: "Timezone Offset",
        description: "The client's timezone offset, in minutes. Used to determine date ranges.",
        optional: true,
      };

      if (this.dates === "specific") {
        props.since = {
          type: "string",
          label: "Since",
          description: "When dates is `specific`, the lower bound (in ms).",
          optional: true,
        };
        props.until = {
          type: "string",
          label: "Until",
          description: "When dates is `specific`, the upper bound (in ms).",
          optional: true,
        };
      }
    }
    return props;
  },
  methods: {
    async processEvent() {
      const {
        limit,
        sort,
        sortAscending,
        email,
        name,
        groups,
        includeShared,
        expand,
        withAnalytics,
        dates,
        timezoneOffset,
        since,
        until,
        fields,
      } = this;

      const search = [];
      if (email?.length) search.push(`email:${email.toString()}`);
      if (name) search.push(`name:${name}`);
      if (groups?.length) search.push(`group:${groups.map((group) => `"${group.label}"`).toString()}`);

      if (includeShared === true && !search.length) {
        throw new ConfigurationError("Either `email` or `name` or `groups` if using `includeShared=true`");
      }

      const items = this.mixmax.paginate({
        fn: this.mixmax.listContacts,
        maxResults: limit,
        params: {
          sort,
          sortAscending,
          search: search?.toString(),
          includeShared,
          expand: expand?.toString(),
          withAnalytics,
          dates,
          timezoneOffset,
          since,
          until,
          fields: fields?.toString(),
        },
      });

      const results = [];
      for await (const item of items) {
        results.push(item);
      }
      return results;
    },
    getSummary() {
      return "Contacts Successfully fetched!";
    },
  },
};

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
MixMax	`mixmax`	`app`	This component uses the MixMax app.
Sort Field	`sort`	`string`	Select a value from the drop down menu:`emailnametimestampusedCount`
Sort Ascending	`sortAscending`	`boolean`	True to sort ascending (A-Z).
Email	`email`	`string[]`	Exact email required. Matches case-insensitively.
Name	`name`	`string`	Partial match on contact name. Matches case-insensitively. Only one `name` search operator supported.
Groups	`groups`	`string[]`	Select a value from the drop down menu.
Include Shared	`includeShared`	`boolean`	True to include contacts shared with you. Can only be used when also using any filters due to current performance limitations.
Expand	`expand`	`string[]`	Select a value from the drop down menu:`firstNamelastNamegroupsnotessalesforce`
With Analytics	`withAnalytics`	`boolean`	Include analytics in the response
Dates	`dates`	`string`	Select a value from the drop down menu:`todayyesterdaylast7thisWeeklastWeeklast30thisMonthlastMonthlast12MonthsthisYearlastYearallTimespecific`
Limit	`limit`	`integer`	The number of results you'd like to get back. Defaults to 10.
Fields	`fields`	`string[]`	Select a value from the drop down menu:`_iduserIdemailnametimestampusedCountcontactIdsalesforceIdanalyticslocked`

Action Authentication#

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

To retrieve your API key,

Navigate to your MixMax account and sign in
Go to “Settings” > “Integrations” > “API”

Get Contacts with MixMax API on New or Updated Contact from HubSpot API

Pipedream makes it easy to connect APIs for MixMax, 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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