Search CRM with HubSpot API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Search CRM with the HubSpot API

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Getting Started#

This integration creates a workflow with a Jotform 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 Submission (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
Configure the Search CRM action
1. Connect your HubSpot account
2. Select a Object Type
3. Optional- Configure Create if not found?
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 Submission (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.5

Key:jotform-new-submission

View on GitHub

Jotform Overview#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Trigger Code#

import jotform from "../../jotform.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    teamId: {
      propDefinition: [
        jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
          excludeDeleted: true,
        }),
      ],
    },
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId, this.teamId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        teamId: this.teamId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
      teamId: this.teamId,
    });

    // insert answers from the webhook event
    const rawRequest = JSON.parse(body.rawRequest);
    for (const key of Object.keys(rawRequest)) {
      const regex = /^q(\d+)_/;
      const match = key.match(regex);
      if (match && match[1]) {
        submission.answers[match[1]].answer = rawRequest[key];
      }
    }

    this.$emit(submission, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      ts: Date.now(),
    });
  },
  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
Jotform	`jotform`	`app`	This component uses the Jotform app.
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.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About Jotform#

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

Action#

Search CRM on HubSpot

Description:Search companies, contacts, deals, feedback submissions, products, tickets, line-items, quotes, leads, or custom objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)

Version:0.0.10

Key:hubspot-search-crm

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";
import {
  SEARCHABLE_OBJECT_TYPES,
  DEFAULT_CONTACT_PROPERTIES,
  DEFAULT_COMPANY_PROPERTIES,
  DEFAULT_DEAL_PROPERTIES,
  DEFAULT_TICKET_PROPERTIES,
  DEFAULT_PRODUCT_PROPERTIES,
  DEFAULT_LINE_ITEM_PROPERTIES,
  DEFAULT_LEAD_PROPERTIES,
} from "../../common/constants.mjs";
import common from "../common/common-create.mjs";

export default {
  key: "hubspot-search-crm",
  name: "Search CRM",
  description: "Search companies, contacts, deals, feedback submissions, products, tickets, line-items, quotes, leads, or custom objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.10",
  type: "action",
  props: {
    hubspot,
    objectType: {
      type: "string",
      label: "Object Type",
      description: "Type of CRM object to search for",
      options: [
        ...SEARCHABLE_OBJECT_TYPES,
        {
          label: "Custom Object",
          value: "custom_object",
        },
      ],
      reloadProps: true,
    },
    createIfNotFound: {
      type: "boolean",
      label: "Create if not found?",
      description: "Set to `true` to create the Hubspot object if it doesn't exist",
      default: false,
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};

    if (this.objectType === "custom_object") {
      try {
        props.customObjectType = {
          type: "string",
          label: "Custom Object Type",
          options: await this.getCustomObjectTypes(),
          reloadProps: true,
        };
      } catch {
        props.customObjectType = {
          type: "string",
          label: "Custom Object Type",
          reloadProps: true,
        };
      }
    }
    if (!this.objectType || (this.objectType === "custom_object" && !this.customObjectType)) {
      return props;
    }

    let schema;
    const objectType = this.customObjectType ?? this.objectType;
    try {
      schema = await this.hubspot.getSchema({
        objectType,
      });

      props.searchProperty = {
        type: "string",
        label: "Search Property",
        description: "The field to search",
        options: schema.searchableProperties,
      };
    } catch {
      props.searchProperty = {
        type: "string",
        label: "Search Property",
        description: "The field to search",
      };
    }

    props.searchValue = {
      type: "string",
      label: "Search Value",
      description: "Search for objects where the specified search field/property matches the search value",
    };
    const defaultProperties = this.getDefaultProperties();
    if (defaultProperties?.length) {
      props.info = {
        type: "alert",
        alertType: "info",
        content: `Properties:\n\`${defaultProperties.join(", ")}\``,
      };
    }

    try {
      // eslint-disable-next-line pipedream/props-description
      props.additionalProperties = {
        type: "string[]",
        label: "Additional properties to retrieve",
        optional: true,
        options: async ({ page }) => {
          if (page !== 0) {
            return [];
          }
          const { results: properties } = await this.hubspot.getProperties({
            objectType: this.customObjectType ?? this.objectType,
          });
          const defaultProperties = this.getDefaultProperties();
          return properties.filter(({ name }) => !defaultProperties.includes(name))
            .map((property) => ({
              label: property.label,
              value: property.name,
            }));
        },
      };
    } catch {
      props.additionalProperties = {
        type: "string[]",
        label: "Additional properties to retrieve",
        optional: true,
      };
    }

    let creationProps = {};
    if (this.createIfNotFound && objectType) {
      try {
        const { results: properties } = await this.hubspot.getProperties({
          objectType,
        });
        const relevantProperties = properties.filter(this.isRelevantProperty);
        const propDefinitions = [];
        for (const property of relevantProperties) {
          propDefinitions.push(await this.makePropDefinition(property, schema.requiredProperties));
        }
        creationProps = propDefinitions
          .reduce((props, {
            name, ...definition
          }) => {
            props[name] = definition;
            return props;
          }, {});
      } catch {
        props.creationProps = {
          type: "object",
          label: "Object Properties",
          description: "A JSON object containing the object to create if not found",
        };
      }
    }
    return {
      ...props,
      ...creationProps,
    };
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return this.objectType;
    },
    getDefaultProperties() {
      if (this.objectType === "contact") {
        return DEFAULT_CONTACT_PROPERTIES;
      } else if (this.objectType === "company") {
        return DEFAULT_COMPANY_PROPERTIES;
      } else if (this.objectType === "deal") {
        return DEFAULT_DEAL_PROPERTIES;
      } else if (this.objectType === "ticket") {
        return DEFAULT_TICKET_PROPERTIES;
      } else if (this.objectType === "product") {
        return DEFAULT_PRODUCT_PROPERTIES;
      } else if (this.objectType === "line_item") {
        return DEFAULT_LINE_ITEM_PROPERTIES;
      } else if (this.objectType === "lead") {
        return DEFAULT_LEAD_PROPERTIES;
      } else {
        return [];
      }
    },
    async getCustomObjectTypes() {
      const { results } = await this.hubspot.listSchemas();
      return results?.map(({ name }) => name ) || [];
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      objectType,
      customObjectType,
      additionalProperties = [],
      searchProperty,
      searchValue,
      /* eslint-disable no-unused-vars */
      info,
      createIfNotFound,
      creationProps,
      ...otherProperties
    } = this;

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

    const defaultProperties = this.getDefaultProperties();
    const data = {
      properties: [
        ...defaultProperties,
        ...additionalProperties,
      ],
      filters: [
        {
          propertyName: searchProperty,
          operator: "EQ",
          value: searchValue,
        },
      ],
    };
    const { results } = await hubspot.searchCRM({
      object: customObjectType ?? objectType,
      data,
      $,
    });

    if (!results?.length && createIfNotFound) {
      const response = await hubspot.createObject({
        $,
        objectType: customObjectType ?? objectType,
        data: {
          properties,
        },
      });
      const objectName = hubspot.getObjectTypeName(customObjectType ?? objectType);
      $.export("$summary", `Successfully created ${objectName}`);
      return response;
    }

    $.export("$summary", `Successfully retrieved ${results?.length} object(s).`);
    return results;
  },
};

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.
Object Type	`objectType`	`string`	Select a value from the drop down menu:`{ "label": "Contacts", "value": "contact" }{ "label": "Companies", "value": "company" }{ "label": "Deals", "value": "deal" }{ "label": "Tickets", "value": "ticket" }{ "label": "Line Items", "value": "line_item" }{ "label": "Products", "value": "product" }{ "label": "Feedback Submissions", "value": "feedback_submission" }{ "label": "Leads", "value": "lead" }{ "label": "Custom Object", "value": "custom_object" }`
Create if not found?	`createIfNotFound`	`boolean`	Set to `true` to create the Hubspot object if it doesn't exist

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

Search CRM with HubSpot API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for HubSpot, Jotform 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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