← HubSpot + Zonka Feedback integrations

Send Email Survey with Zonka Feedback API on New Companies from HubSpot API

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New Companies from the HubSpot API
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Send Email Survey with the Zonka Feedback API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Zonka Feedback action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Companies trigger
    1. Connect your HubSpot account
    2. Configure timer
  3. Configure the Send Email Survey action
    1. Connect your Zonka Feedback account
    2. Select a Survey ID
    3. Configure Email
    4. Optional- Configure Subject
    5. Optional- Configure Message
    6. Optional- Configure Signature
    7. Optional- Configure Survey Attributes
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each new company added.
Version:0.0.16
Key:hubspot-new-company

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";

export default {
  ...common,
  key: "hubspot-new-company",
  name: "New Companies",
  description: "Emit new event for each new company added.",
  version: "0.0.16",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.createdAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, createdAfter) {
      return this.getTs(company) > createdAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "createdate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

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

Description:Send a survey by email. [See docs](https://apidocs.zonkafeedback.com/?version=latest#97c28279-79ce-47e8-ac73-a3077f37631e)
Version:0.0.1
Key:zonka_feedback-send-email-survey

Zonka Feedback Overview

Zonka Feedback API allows for the collection and management of customer feedback data. Through Pipedream, you can automate the process of capturing this feedback, analyze the data for insights, and integrate with other services to act on the information collected. With Pipedream's serverless platform, you can create complex workflows that trigger actions in other apps, based on feedback received, without writing extensive code.

Action Code

import zonkaFeedback from "../../zonka_feedback.app.mjs";

export default {
  key: "zonka_feedback-send-email-survey",
  name: "Send Email Survey",
  description: "Send a survey by email. [See docs](https://apidocs.zonkafeedback.com/?version=latest#97c28279-79ce-47e8-ac73-a3077f37631e)",
  version: "0.0.1",
  type: "action",
  props: {
    zonkaFeedback,
    surveyId: {
      propDefinition: [
        zonkaFeedback,
        "surveyId",
      ],
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the recipient to which the email is to be sent",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the email",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description: "Content for message body of the email",
      optional: true,
    },
    signature: {
      type: "string",
      label: "Signature",
      description: "Signature content at the end of the email",
      optional: true,
    },
    attributes: {
      propDefinition: [
        zonkaFeedback,
        "attributes",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.zonkaFeedback.sendEmailSurvey({
      $,
      data: {
        surveyId: this.surveyId,
        email: this.email,
        subject: this.subject,
        message: this.message,
        signature: this.signature,
        attributes: this.attributes,
      },
    });
    $.export("$summary", `Survey sent to ${this.email}`);
    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.

LabelPropTypeDescription
Zonka FeedbackzonkaFeedbackappThis component uses the Zonka Feedback app.
Survey IDsurveyIdstringSelect a value from the drop down menu.
Emailemailstring

Email address of the recipient to which the email is to be sent

Subjectsubjectstring

Subject of the email

Messagemessagestring

Content for message body of the email

Signaturesignaturestring

Signature content at the end of the email

Survey Attributesattributesobject

Key-value pair of survey attributes

Action Authentication

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

To access the APIs you need a valid Auth Token.

  • Sign into your Zonka Feedback account
  • Navigate to Company Settings > Developers > API
  • Select API
  • Click "Generate Token" to create your auth token

About Zonka Feedback

Zonka Feedback is a multi-channel feedback system and survey app with actionable insights, real-time reporting and collaborative inbox.

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