Update Contact with Heyy API on New Contact in List from HubSpot API

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New Contact in List from the HubSpot API

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Update Contact with the Heyy API

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Getting Started#

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

Select this integration
Configure the New Contact in List trigger
1. Connect your HubSpot account
2. Configure timer
3. Select one or more Lists
4. Optional- Select one or more Contact Properties
Configure the Update Contact action
1. Connect your Heyy account
2. Select a Contact ID
3. Optional- Configure Phone Number
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Email
7. Optional- Select one or more Labels
8. Optional- Configure Attributes
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 Contact in List on HubSpot

Description:Emit new event for each new contact in a list.

Version:0.1.1

Key:hubspot-new-contact-in-list

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";

export default {
  ...common,
  key: "hubspot-new-contact-in-list",
  name: "New Contact in List",
  description: "Emit new event for each new contact in a list.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(contact, list) {
      const {
        vid,
        properties,
      } = contact;
      const {
        value,
        label,
      } = list;
      return {
        id: `${vid}${value}`,
        summary: `${properties?.firstname?.value} ${properties?.lastname?.value} added to ${label}`,
        ts: Date.now(),
      };
    },
    async emitEvent(contact, properties, list) {
      const contactInfo = await this.hubspot.getContact(
        contact.vid,
        properties,
      );
      const meta = this.generateMeta(contact, list);
      this.$emit({
        contact,
        contactInfo,
      }, meta);
    },
    getParams() {
      return {
        count: 100,
      };
    },
    async processResults() {
      const properties = this.properties;
      for (let list of this.lists) {
        const params = this.getParams();
        let hasMore = true;
        while (hasMore) {
          const results = await this.hubspot.getListContacts(params, list.value);
          hasMore = results["has-more"];
          if (hasMore) params.vidOffset = results["vid-offset"];
          for (const contact of results.contacts) {
            await this.emitEvent(contact, properties, list);
          }
        }
      }
    },
  },
};

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`
Lists	`lists`	`string[]`	Select a value from the drop down menu.
Contact Properties	`properties`	`string[]`	Select a value from the drop down menu.

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#

Update Contact on Heyy

Description:Updates the details of a contact under your business. [See the documentation](https://documenter.getpostman.com/view/27408936/2sA2r3a6DW#5a5ee22b-c16e-4d46-ae5d-3844b6501a34).

Version:0.0.1

Key:heyy-update-contact

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../heyy.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "heyy-update-contact",
  name: "Update Contact",
  description: "Updates the details of a contact under your business. [See the documentation](https://documenter.getpostman.com/view/27408936/2sA2r3a6DW#5a5ee22b-c16e-4d46-ae5d-3844b6501a34).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    contactId: {
      propDefinition: [
        app,
        "contactId",
      ],
    },
    phoneNumber: {
      optional: true,
      propDefinition: [
        app,
        "phoneNumber",
      ],
    },
    firstName: {
      optional: true,
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    labels: {
      propDefinition: [
        app,
        "labels",
      ],
    },
    attributes: {
      propDefinition: [
        app,
        "attributes",
      ],
    },
  },
  methods: {
    updateContact({
      contactId, ...args
    } = {}) {
      return this.app.put({
        path: `/contacts/${contactId}`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      updateContact,
      contactId,
      phoneNumber,
      firstName,
      lastName,
      email,
      labels,
      attributes,
    } = this;

    if (phoneNumber && !utils.isPhoneNumberValid(phoneNumber)) {
      throw new ConfigurationError(`The phone number \`${phoneNumber}\` is invalid. Please provide a valid phone number.`);
    }

    const response = await updateContact({
      $,
      contactId,
      data: {
        phoneNumber,
        firstName,
        lastName,
        email,
        ...(labels?.length && {
          labels: labels.map((name) => ({
            name,
          })),
        }),
        attributes:
          attributes && Object.entries(attributes)
            .reduce((acc, [
              externalId,
              value,
            ]) => ([
              ...acc,
              {
                externalId,
                value,
              },
            ]), []),
      },
    });

    $.export("$summary", `Successfully updated contact with ID \`${response.data.id}\`.`);
    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
Heyy	`app`	`app`	This component uses the Heyy app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Phone Number	`phoneNumber`	`string`	The phone number of the contact. It must be in E.164 format. Eg: `+14155552671`. For more information please see here.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Email	`email`	`string`	The email address of the contact.
Labels	`labels`	`string[]`	Select a value from the drop down menu.
Attributes	`attributes`	`object`	The attributes associated with the contact.

Update Contact with Heyy API on New Contact in List from HubSpot API

Pipedream makes it easy to connect APIs for Heyy, 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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