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This custom code snippet can be used to associate a contact to a company based on the company name property that is stored at a contact level. It's particularly useful if your customers are using a freemail address and aren't supplying a company website - just the name of their company. If no company is found a new record will be created in the …
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// Import the Hubspot NodeJS Client Library - this will allow us to use the HubSpot APIs | |
const hubspot = require('@hubspot/api-client'); | |
/* | |
This function is called when the custom code action is executed. It takes 2 arguements. The first is the event object which contains information on the currently enrolled object. | |
The second is the callback function which is used to pass data back to the workflow. | |
*/ | |
exports.main = (event, callback) => { | |
// Instantiate a new HubSpot API client using the HAPI key (secret) | |
const hubspotClient = new hubspot.Client({ | |
accessToken: process.env.HUBSPOTTOKEN | |
}); | |
// Retrive the currently enrolled contacts "company" property | |
hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, ["company"]) | |
.then(results => { | |
// Get data from the results and store in variables | |
let companyName = results.body.properties.company; | |
//console.log("SEARCH TERM: " + companyName); // - FOR DEBUG | |
// Create search criteria | |
const filter = { propertyName: 'name', operator: 'EQ', value: companyName } | |
const filterGroup = { filters: [filter] } | |
const sort = JSON.stringify({ propertyName: 'name', direction: 'DESCENDING'}) | |
const properties = ['name'] | |
const limit = 1 | |
const after = 0 | |
const searchCriteria = { | |
filterGroups: [filterGroup], | |
sorts: [sort], | |
properties, | |
limit, | |
after | |
} | |
// Search the CRM for Companies matching "companyName" variable defined earlier | |
hubspotClient.crm.companies.searchApi.doSearch(searchCriteria).then(searchCompanyResponse => { | |
//console.log("RESULTS: " + searchCompanyResponse.body.total); // - FOR DEBUG | |
// If total equals 0 no results found | |
if(searchCompanyResponse.body.total == 0){ //NO MATCH FOUND - CREATE COMPANY AND ASSOCIATE | |
// console.log("COMPANY " + companyName + "NOT FOUND: CREATE + ASSOCIATE") // - FOR DEBUG | |
//Create a Company object | |
const companyObj = { | |
properties: { | |
name: companyName, | |
}, | |
} | |
//Create the Company using Company object above | |
hubspotClient.crm.companies.basicApi.create(companyObj).then(companyCreateResponse =>{ | |
//Associate Company with Contact using the ID returned from the previous request | |
hubspotClient.crm.companies.associationsApi.create(companyCreateResponse.body.id,'contacts', event.object.objectId,'company_to_contact'); | |
}); | |
}else{ // MATCH FOUND - ASSOCIATE COMPANY TO CONTACT | |
// console.log("COMPANY " + companyName + " FOUND: ASSOCIATE RECORDS"); // - FOR DEBUG | |
//Associate Company with Contact | |
hubspotClient.crm.companies.associationsApi.create(searchCompanyResponse.body.results[0].id,'contacts', event.object.objectId,'company_to_contact'); | |
} | |
}); | |
callback({outputFields: {}}); | |
}) | |
.catch(err => { | |
console.error(err); | |
}); | |
} |
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Hello, I'd like to modify this code to associate meetings in my contact records with their associated deals. Does anyone know if that's possible? I know it's supposed to load into the deal automatically, but the trigger for my deal creation workflow is if they book a meeting, which means it can't load since the deal didn't exist yet. I appreciate your help!