← Recruit CRM + HubSpot integrations

Search CRM with HubSpot API on Candidate Created (Instant) from Recruit CRM API

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Trigger workflow on
Candidate Created (Instant) from the Recruit CRM API
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Search CRM with the HubSpot API
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Getting Started

This integration creates a workflow with a Recruit CRM trigger and HubSpot 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 Candidate Created (Instant) trigger
    1. Connect your Recruit CRM account
  3. Configure the Search CRM action
    1. Connect your HubSpot account
    2. Select a Object Type
  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:Triggers when a new candidate is created. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/5e7ebc825ccf9-creates-a-new-subscription)
Version:0.0.1
Key:recruit_crm-candidate-created

Recruit CRM Overview

The Recruit CRM API provides a suite of functions to automate and streamline recruitment processes. It allows you to integrate your recruitment workflow with other services, create custom applications, or even build bots. With Pipedream, you can connect the Recruit CRM API to a vast array of other apps and services to automate actions like updating candidate records, syncing with HR systems, or triggering notifications based on recruitment activities.

Trigger Code

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "recruit_crm-candidate-created",
  name: "Candidate Created (Instant)",
  description: "Triggers when a new candidate is created. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/5e7ebc825ccf9-creates-a-new-subscription)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listCandidates;
    },
    getResourcesFnArgs() {
      return {
        params: {
          limit: constants.PAGINATION.LIMIT,
          sort_by: constants.PAGINATION.SORT_BY.CREATED_ON,
          sort_order: constants.PAGINATION.SORT_ORDER.DESC,
        },
      };
    },
    getEventName() {
      return events.CANDIDATE_CREATED;
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Candidate: ${resource.first_name}`,
        ts: Date.parse(resource.created_on),
      };
    },
  },
};

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
Recruit CRMappappThis component uses the Recruit CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Trigger Authentication

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

To retrieve your API Token,

  • Navigate to your Recruit CRM account and sign in
  • Go to “Admin Settings” > “API & Integrations”

About Recruit CRM

Trusted by Recruitment Agencies in 100+ countries. Recruit CRM builds cloud-based software for the global Recruitment & Staffing industry.

Action

Description:Search companies, contacts, deals, feedback submissions, products, tickets, line-items, or quotes. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)
Version:0.0.6
Key:hubspot-search-crm

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, SEARCHABLE_OBJECT_PROPERTIES,
} from "../../common/constants.mjs";

export default {
  key: "hubspot-search-crm",
  name: "Search CRM",
  description: "Search companies, contacts, deals, feedback submissions, products, tickets, line-items, or quotes. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.6",
  type: "action",
  props: {
    hubspot,
    objectType: {
      type: "string",
      label: "Object Type",
      description: "Type of CRM object to search for",
      options: SEARCHABLE_OBJECT_TYPES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    props.searchProperty = {
      type: "string",
      label: "Search Property",
      description: "The field to search",
      options: this.getSearchProperties(),
    };
    props.searchValue = {
      type: "string",
      label: "Search Value",
      description: "Search for objects where the specified search field/property matches the search value",
    };
    // eslint-disable-next-line pipedream/props-description
    props.additionalProperties = {
      type: "string[]",
      label: "Properties to return with the results",
      optional: true,
      options: async ({ page }) => {
        if (page !== 0) {
          return [];
        }
        const { results: properties } = await this.hubspot.getProperties(this.objectType);
        return properties.map((property) => ({
          label: property.label,
          value: property.name,
        }));
      },
    };
    return props;
  },
  methods: {
    getSearchProperties() {
      return SEARCHABLE_OBJECT_PROPERTIES[this.objectType];
    },
  },
  async run({ $ }) {
    const {
      objectType,
      additionalProperties,
      searchProperty,
      searchValue,
    } = this;
    const data = {
      object: objectType,
      properties: additionalProperties,
      filters: [
        {
          propertyName: searchProperty,
          operator: "EQ",
          value: searchValue,
        },
      ],
    };
    const { results } = await this.hubspot.searchCRM(data, $);
    $.export("$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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
Object TypeobjectTypestringSelect 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" }

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

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

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