Update Contact with Omnisend API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API

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Update Contact with the Omnisend API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Omnisend 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 Deal 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 a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Update Contact action
1. Connect your Omnisend account
2. Select a Contact ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Tags
6. Optional- Configure Country
7. Optional- Configure Country Code
8. Optional- Configure State
9. Optional- Configure City
10. Optional- Configure Address
11. Optional- Configure Postal Code
12. Optional- Select a Gender
13. Optional- Configure Birthdate
14. Optional- Configure Custom Properties
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 Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-deal

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_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 Omnisend

Description:Modify subscriber information or update their subscription status. [See the documentation](https://api-docs.omnisend.com/reference/patch_contacts-contactid)

Version:0.0.1

Key:omnisend-update-contact

View on GitHub

Omnisend Overview#

Omnisend's API lets you automate email marketing by integrating with your e-commerce platform. You can sync subscriber lists, trigger personalized emails based on customer behavior, and track results. With Pipedream, you can seamlessly connect Omnisend to a plethora of other services, creating custom workflows. This means you can automate follow-ups, update databases, or kick off multi-step sequences with ease.

Action Code#

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

export default {
  key: "omnisend-update-contact",
  name: "Update Contact",
  description: "Modify subscriber information or update their subscription status. [See the documentation](https://api-docs.omnisend.com/reference/patch_contacts-contactid)",
  version: "0.0.1",
  type: "action",
  props: {
    omnisend,
    contactId: {
      propDefinition: [
        omnisend,
        "contactId",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Tags are labels you create to organize and manage your audience.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the contact.",
      optional: true,
    },
    countryCode: {
      type: "string",
      label: "Country Code",
      description: "The ISO country code (2 characters).",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the contact.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the contact.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The street address of the contact.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The postal or zip code of the contact.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "The gender of the contact ('m' for male, 'f' for female).",
      options: [
        "m",
        "f",
      ],
      optional: true,
    },
    birthdate: {
      type: "string",
      label: "Birthdate",
      description: "The birthdate of the contact in YYYY-MM-DD format.",
      optional: true,
    },
    customProperties: {
      type: "object",
      label: "Custom Properties",
      description: "Custom properties for the contact.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      omnisend,
      contactId,
      ...data
    } = this;

    const response = await omnisend.updateContact({
      $,
      contactId,
      data,
    });

    $.export("$summary", `Successfully updated contact with ID ${contactId}`);
    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
Omnisend	`omnisend`	`app`	This component uses the Omnisend app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Tags	`tags`	`string[]`	Tags are labels you create to organize and manage your audience.
Country	`country`	`string`	The country of the contact.
Country Code	`countryCode`	`string`	The ISO country code (2 characters).
State	`state`	`string`	The state of the contact.
City	`city`	`string`	The city of the contact.
Address	`address`	`string`	The street address of the contact.
Postal Code	`postalCode`	`string`	The postal or zip code of the contact.
Gender	`gender`	`string`	Select a value from the drop down menu:`mf`
Birthdate	`birthdate`	`string`	The birthdate of the contact in YYYY-MM-DD format.
Custom Properties	`customProperties`	`object`	Custom properties for the contact.

Update Contact with Omnisend API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Omnisend, 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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