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* shahmini master HubSpot CRM Create Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce * shahmini master HubSpot crm Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce_instructions.md * Update template-metadata.json HubSpot CRM * Update template-metadata.json * Update template-metadata.json hubspot crm * Update template-metadata.json hubspotcrm * Update and rename Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce.yaml to Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company.yaml * Update and rename Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce_instructions.md to Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company_instructions.md * Update template-metadata.json * Update Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company_instructions.md correction * Error correction --------- Co-authored-by: Deepak Ayilliath <[email protected]> Co-authored-by: Deepak Ayilliath <[email protected]>
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...hen a contact is created in Salesforce and then associate the contact with a company.yaml
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|---|---|---|
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| $integration: http://ibm.com/appconnect/integration/v2/integrationFile | ||
| integration: | ||
| type: trigger-action | ||
| trigger-interfaces: | ||
| trigger-interface-1: | ||
| type: event-trigger | ||
| triggers: | ||
| CREATED: | ||
| input-context: | ||
| data: Contact | ||
| assembly: | ||
| $ref: '#/integration/assemblies/assembly-1' | ||
| options: {} | ||
| connector-type: salesforce | ||
| action-interfaces: | ||
| action-interface-1: | ||
| type: api-action | ||
| business-object: postCrmV3ObjectsContacts_model | ||
| connector-type: hubspotcrm | ||
| actions: | ||
| postCrmV3ObjectsContacts: {} | ||
| action-interface-3: | ||
| type: api-action | ||
| business-object: Account | ||
| connector-type: salesforce | ||
| actions: | ||
| RETRIEVEALL: {} | ||
| action-interface-6: | ||
| type: api-action | ||
| business-object: postCrmV3ObjectsCompanies_model | ||
| connector-type: hubspotcrm | ||
| actions: | ||
| postCrmV3ObjectsCompanies: {} | ||
| action-interface-4: | ||
| type: api-action | ||
| business-object: getCrmV3ObjectsCompaniesSearch_model | ||
| connector-type: hubspotcrm | ||
| actions: | ||
| RETRIEVEALL: {} | ||
| action-interface-2: | ||
| type: api-action | ||
| business-object: >- | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId_model | ||
| connector-type: hubspotcrm | ||
| actions: | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId: {} | ||
| action-interface-7: | ||
| type: api-action | ||
| business-object: >- | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId_model | ||
| connector-type: hubspotcrm | ||
| actions: | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId: {} | ||
| assemblies: | ||
| assembly-1: | ||
| assembly: | ||
| execute: | ||
| - custom-action: | ||
| name: HubSpot CRM Create contact | ||
| target: | ||
| $ref: '#/integration/action-interfaces/action-interface-1' | ||
| action: postCrmV3ObjectsContacts | ||
| map: | ||
| mappings: | ||
| - properties: | ||
| mappings: | ||
| - email: | ||
| template: '{{$Trigger.Email}}' | ||
| - firstname: | ||
| template: '{{$Trigger.FirstName}}' | ||
| - jobtitle: | ||
| template: '{{$Trigger.Title}}' | ||
| - lastname: | ||
| template: '{{$Trigger.LastName}}' | ||
| $map: http://ibm.com/appconnect/map/v1 | ||
| input: | ||
| - variable: Trigger | ||
| $ref: '#/trigger/payload' | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| - if: | ||
| name: If 2 | ||
| input: | ||
| - variable: Trigger | ||
| $ref: '#/trigger/payload' | ||
| - variable: GmailSendemail2 | ||
| $ref: '#/node-output/Gmail Send email 2/response/payload' | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| branch: | ||
| - condition: | ||
| '{{$Trigger.AccountId}}': | ||
| neq: '' | ||
| execute: | ||
| - retrieve-action: | ||
| name: Salesforce Retrieve accounts | ||
| target: | ||
| $ref: '#/integration/action-interfaces/action-interface-3' | ||
| filter: | ||
| where: | ||
| Id: '{{$Trigger.AccountId}}' | ||
| input: | ||
| - variable: Trigger | ||
| $ref: '#/trigger/payload' | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| limit: 10 | ||
| allow-truncation: false | ||
| pagination-type: TOKEN | ||
| allow-empty-output: false | ||
| - retrieve-action: | ||
| name: HubSpot CRM Retrieve companies with filter | ||
| target: | ||
| $ref: '#/integration/action-interfaces/action-interface-4' | ||
| filter: | ||
| where: | ||
| name: '{{$SalesforceRetrieveaccounts.Name}}' | ||
| input: | ||
| - variable: Trigger | ||
| $ref: '#/trigger/payload' | ||
| - variable: SalesforceRetrieveaccounts | ||
| $ref: >- | ||
| #/block/If 2/node-output/Salesforce Retrieve | ||
| accounts/response/payload | ||
| - variable: SalesforceRetrieveaccountsMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/Salesforce Retrieve | ||
| accounts/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| limit: 10 | ||
| allow-truncation: true | ||
| pagination-type: SKIP_LIMIT | ||
| allow-empty-output: true | ||
| - if: | ||
| name: If | ||
| input: | ||
| - variable: Trigger | ||
| $ref: '#/trigger/payload' | ||
| - variable: SalesforceRetrieveaccounts | ||
| $ref: >- | ||
| #/block/If 2/node-output/Salesforce Retrieve | ||
| accounts/response/payload | ||
| - variable: SalesforceRetrieveaccountsMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/Salesforce Retrieve | ||
| accounts/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM Retrieve | ||
| companies with filter/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM Retrieve | ||
| companies with filter/response | ||
| - variable: GmailSendemail | ||
| $ref: >- | ||
| #/block/If 2/node-output/Gmail Send | ||
| email/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| branch: | ||
| - condition: | ||
| '{{$count($HubSpotCRMRetrievecompanieswithfilter)}}': '0' | ||
| execute: | ||
| - custom-action: | ||
| name: HubSpot CRM Create company | ||
| target: | ||
| $ref: >- | ||
| #/integration/action-interfaces/action-interface-6 | ||
| action: postCrmV3ObjectsCompanies | ||
| map: | ||
| mappings: | ||
| - properties: | ||
| mappings: | ||
| - domain: | ||
| template: '{{$split(''$Trigger.Email'', "@")[1]}}' | ||
| - name: | ||
| template: '{{$SalesforceRetrieveaccounts[0].Name}}' | ||
| $map: http://ibm.com/appconnect/map/v1 | ||
| input: | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with | ||
| filter/response/payload | ||
| - variable: >- | ||
| HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with filter/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| - custom-action: | ||
| name: >- | ||
| HubSpot CRM Create association with a | ||
| contact | ||
| target: | ||
| $ref: >- | ||
| #/integration/action-interfaces/action-interface-2 | ||
| action: >- | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId | ||
| map: | ||
| mappings: | ||
| - fromObjectId: | ||
| template: '{{$HubSpotCRMCreatecontact.id}}' | ||
| $map: http://ibm.com/appconnect/map/v1 | ||
| input: | ||
| - variable: HubSpotCRMCreatecompany | ||
| $ref: >- | ||
| #/block/If/node-output/HubSpot CRM | ||
| Create company/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with | ||
| filter/response/payload | ||
| - variable: >- | ||
| HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with filter/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| filter: | ||
| where: | ||
| and: | ||
| - toObjectId: '{{$HubSpotCRMCreatecompany.id}}' | ||
| - toObjectType: Companies | ||
| - fromObjectId: '{{$HubSpotCRMCreatecontact.id}}' | ||
| input: | ||
| - variable: HubSpotCRMCreatecompany | ||
| $ref: >- | ||
| #/block/If/node-output/HubSpot CRM | ||
| Create company/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with | ||
| filter/response/payload | ||
| - variable: >- | ||
| HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with filter/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| limit: 10 | ||
| else: | ||
| execute: | ||
| - custom-action: | ||
| name: >- | ||
| HubSpot CRM Create association with a contact | ||
| 2 | ||
| target: | ||
| $ref: >- | ||
| #/integration/action-interfaces/action-interface-7 | ||
| action: >- | ||
| putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId | ||
| map: | ||
| mappings: | ||
| - fromObjectId: | ||
| template: '{{$HubSpotCRMCreatecontact.id}}' | ||
| $map: http://ibm.com/appconnect/map/v1 | ||
| input: | ||
| - variable: HubSpotCRMAddassociations2 | ||
| $ref: >- | ||
| #/block/If/node-output/HubSpot CRM Add | ||
| associations 2/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with | ||
| filter/response/payload | ||
| - variable: >- | ||
| HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with filter/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| filter: | ||
| where: | ||
| and: | ||
| - toObjectId: >- | ||
| {{$HubSpotCRMRetrievecompanieswithfilter[0].id}} | ||
| - toObjectType: Companies | ||
| - fromObjectId: '{{$HubSpotCRMCreatecontact.id}}' | ||
| input: | ||
| - variable: HubSpotCRMAddassociations2 | ||
| $ref: >- | ||
| #/block/If/node-output/HubSpot CRM Add | ||
| associations 2/response/payload | ||
| - variable: HubSpotCRMRetrievecompanieswithfilter | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with | ||
| filter/response/payload | ||
| - variable: >- | ||
| HubSpotCRMRetrievecompanieswithfilterMetadata | ||
| $ref: >- | ||
| #/block/If 2/node-output/HubSpot CRM | ||
| Retrieve companies with filter/response | ||
| - variable: HubSpotCRMCreatecontact | ||
| $ref: >- | ||
| #/node-output/HubSpot CRM Create | ||
| contact/response/payload | ||
| - variable: flowDetails | ||
| $ref: '#/flowDetails' | ||
| limit: 10 | ||
| output-schema: {} | ||
| else: | ||
| execute: [] | ||
| output-schema: {} | ||
| name: Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company | ||
| models: {} |
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...ted in Salesforce and then associate the contact with a company_instructions.md
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| To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20contact%20in%20HubSpot%20CRM%20when%20a%20contact%20is%20created%20in%20Salesforce%20and%20then%20associate%20the%20contact%20with%20a%20company_instructions.md) (opens in a new window). | ||
|
|
||
| 1. Click **Create flow** to start using the template. | ||
| 2. Connect to the following accounts by using your credentials: | ||
| - [Salesforce](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-salesforce) | ||
| - [HubSpot CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-hubspot-crm) | ||
| 3. To start the flow, in the banner, click **Start flow**. | ||
|
|
||
| Use this template to create a contact in HubSpot CRM with the contact details whenever a contact is created in Salesforce. If the Salesforce contact has the company’s details, then the company will be associated with the contact in HubSpot CRM. | ||
|
|
||
| You can also visit the IBM Integration Community to learn more about this use case. |
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