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https://github.com/arska/harmonizely2hubspot
https://github.com/arska/harmonizely2hubspot
Last synced: 1 day ago
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- Host: GitHub
- URL: https://github.com/arska/harmonizely2hubspot
- Owner: arska
- Created: 2021-12-27T09:58:07.000Z (almost 3 years ago)
- Default Branch: main
- Last Pushed: 2023-12-19T15:08:05.000Z (11 months ago)
- Last Synced: 2023-12-19T15:59:15.698Z (11 months ago)
- Language: Python
- Size: 59.6 KB
- Stars: 1
- Watchers: 1
- Forks: 0
- Open Issues: 2
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Simplymeet.me and Simplybook.me meeting to HubSpot CRM
This application listens for [Harmonizely.com](https://harmonizely.com/?fpr=aarno62) (discontinued), and it's successors [Simplymeet.me](https://simplymeet.me) and [Simplybook.me](https://affiliate.simplybook.me/idevaffiliate.php?id=6802) "Zapier Webhooks" and creates [HubSpot](https://hubspot.com) Contacts, Deals and Meetings.
The env variable HUBSPOT_ACCESS_TOKEN contains the [HubSpot private App token](https://developers.hubspot.com/docs/api/private-apps) (with Contacts (read/write), Deals (read/write) and Owners (read) privileges) and HUBSPOT_USERS a comma-delimited list of HubSpot users email addresses that will be the owners of the objects created.
Example:
HUBSPOT_ACCESS_TOKEN="pat-xx-xxxxxxxx-xxxx-xxxx..."
HUBSPOT_USERS="[email protected],[email protected]"
The application listens by default on TCP port 8080 and answers any requests to/with "OK" (e.g. for liveness probes). The webhook requests need to be sent to /[email protected], and the created objects (contacts, deals, meetings) will then be owned by the user with the email address "[email protected]".
## Testing in development
This is an example JSON payload I used to test the integration using [YARC](https://chrome.google.com/webstore/detail/yet-another-rest-client/ehafadccdcdedbhcbddihehiodgcddpl?hl=en):
```json
{
"answers": [
{
"question_label": "Phone number",
"question_type": "text",
"value": "+41445455300"
},
{
"question_label": "Comment",
"question_type": "textarea",
"value": "This is a test"
}
],
"canceled_at": null,
"cancellation": null,
"details": null,
"end_date": "2022-02-18T07:45:00+00:00",
"event_type": {
"allow_cancel": true,
"allow_reschedule": true,
"calendar_as_availability": false,
"client_can_add_participants": true,
"confirmation_page_type": "internal",
"confirmation_page_url": null,
"description": null,
"duration": 25,
"duration_type": "fixed",
"is_secret": false,
"location": null,
"location_label": null,
"multiple_meeting": false,
"name": "30 min",
"notification_type": "calendar",
"pass_details_to_redirected_page": false,
"position": 3,
"slug": "30",
"type": "regular"
},
"invitee": {
"cancellation_policy": null,
"email": "[email protected]",
"first_name": "Aarno",
"full_name": "Aarno Aukia",
"locale": "en",
"phone_number": null,
"timezone": "Europe/Zurich"
},
"location": "https://vshn.zoom.us/j/1234567890",
"location_type": "zoom",
"notes": null,
"participants": [
{ "created_at": "2023-12-21T09:30:48+00:00", "email": "[email protected]" }
],
"payment": null,
"pretty_canceled_at": null,
"pretty_canceled_at_in_invitee_timezone": null,
"pretty_scheduled_at": "Friday, February 18, 2022 08:00",
"pretty_scheduled_at_in_invitee_timezone": "Friday, February 18, 2022 at 8:00 AM",
"rescheduling": null,
"scheduled_at": "2022-02-18T07:00:00+00:00",
"state": "new",
"uuid": "12345678-1234-1234-1234-12345678"
}
```
## Deploying
The latest version from the main branch that passes the (very rudimentary) tests is automatically built and pushed as a docker container image to ghcr.io/arska/harmonizely2hubspot
You can run the application using
```
docker run -e HUBSPOT_ACCESS_TOKEN="pat-xx-xxxxxxxx-xxxx-xxxx..." -e HUBSPOT_USERS="[email protected]" ghcr.io/arska/harmonizely2hubspot
```
My production runs on https://APPUiO.cloud, the Swiss Container Platform by https://VSHN.ch - The DevOps Company.
## Harmonizely questions
For each Harmonizely meeting type questions can be defined (and optionally marked as required). The following questions/answers are handled by harmonizely2hubspot
- the first question containing the word "phone", "telefon", or "telephon" will be parsed as (international) phone number and added to the hubspot contact as phone number. Note this is parsed from a separate, manually created question instead of the built-in "require phone number" feature in Harmonizely because that does not work well with autocomplete for me.
- the answer to the first question containing the word "titel" or "title" is appended to the hubspot meeting title.
- the answer to the first question containing the word "comment", "kommentar", or "agenda" will be appended to the hubspot meeting body.