CRM Integration

Common patterns for pushing enriched data to CRMs and outreach platforms.

Push Company to HubSpot

Use Case: Create or update a company record in HubSpot with enriched data.

const HUBSPOT_TOKEN = process.env.HUBSPOT_TOKEN;

const name = await ctx.thisRow.get('Company Name');
const website = await ctx.thisRow.get('Website');
const city = await ctx.thisRow.get('City');
const state = await ctx.thisRow.get('State');
const phone = await ctx.thisRow.get('Phone');
const industry = await ctx.thisRow.get('Industry');
const employeeCount = await ctx.thisRow.get('Employee Count');

// Prepare domain for HubSpot
let domain = '';
if (website) {
  try {
    const url = website.startsWith('http') ? website : `https://${website}`;
    domain = new URL(url).hostname.replace(/^www\./, '');
  } catch (e) {
    domain = String(website).replace(/^(https?:\/\/)?(www\.)?/, '').split('/')[0];
  }
}

const properties = {
  name: name,
  domain: domain || undefined,
  city: city || undefined,
  state: state || undefined,
  phone: phone || undefined,
  industry: industry || undefined,
  numberofemployees: employeeCount || undefined
};

// Remove undefined values
const cleanedProperties = {};
for (const [key, value] of Object.entries(properties)) {
  if (value !== undefined && value !== null && value !== '') {
    cleanedProperties[key] = value;
  }
}

// Search for existing company by domain
let companyId = null;

if (domain) {
  const searchResponse = await fetch('https://api.hubapi.com/crm/v3/objects/companies/search', {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      filterGroups: [{
        filters: [{
          propertyName: 'domain',
          operator: 'EQ',
          value: domain
        }]
      }],
      limit: 1
    })
  });

  if (searchResponse.ok) {
    const searchData = await searchResponse.json();
    if (searchData.results?.length > 0) {
      companyId = searchData.results[0].id;
    }
  }
}

// Update or create company
let response;
if (companyId) {
  // Update existing
  response = await fetch(`https://api.hubapi.com/crm/v3/objects/companies/${companyId}`, {
    method: 'PATCH',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({ properties: cleanedProperties })
  });
} else {
  // Create new
  response = await fetch('https://api.hubapi.com/crm/v3/objects/companies', {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({ properties: cleanedProperties })
  });
}

const data = await response.json();

return {
  hubspotId: data.id,
  action: companyId ? 'updated' : 'created'
};

Push Contact to HubSpot

Use Case: Create or update a contact in HubSpot and associate with company.

const HUBSPOT_TOKEN = process.env.HUBSPOT_TOKEN;

const firstName = await ctx.thisRow.get('First Name');
const lastName = await ctx.thisRow.get('Last Name');
const email = await ctx.thisRow.get('Email');
const phone = await ctx.thisRow.get('Phone');
const jobTitle = await ctx.thisRow.get('Job Title');
const linkedinUrl = await ctx.thisRow.get('LinkedIn URL');
const companyId = await ctx.thisRow.get('HubSpot Company ID'); // From company push

if (!email) {
  return null;
}

const properties = {
  firstname: firstName,
  lastname: lastName,
  email: email,
  phone: phone || '',
  jobtitle: jobTitle || '',
  hs_linkedin_url: linkedinUrl || ''
};

// Search for existing contact by email
const searchResponse = await fetch('https://api.hubapi.com/crm/v3/objects/contacts/search', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    filterGroups: [{
      filters: [{
        propertyName: 'email',
        operator: 'EQ',
        value: email
      }]
    }]
  })
});

const searchData = await searchResponse.json();
let contactId = null;

if (searchData.results?.length > 0) {
  // Update existing
  contactId = searchData.results[0].id;
  await fetch(`https://api.hubapi.com/crm/v3/objects/contacts/${contactId}`, {
    method: 'PATCH',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({ properties })
  });
} else {
  // Create new
  const createResponse = await fetch('https://api.hubapi.com/crm/v3/objects/contacts', {
    method: 'POST',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({ properties })
  });
  
  const createData = await createResponse.json();
  contactId = createData.id;
}

// Associate with company if we have both IDs
if (contactId && companyId) {
  await fetch(`https://api.hubapi.com/crm/v4/objects/contacts/${contactId}/associations/companies/${companyId}`, {
    method: 'PUT',
    headers: {
      'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify([{
      associationCategory: "HUBSPOT_DEFINED",
      associationTypeId: 1
    }])
  });
}

return { contactId, companyId };

Push Lead to Instantly

Use Case: Add a lead to an Instantly.ai email campaign with custom variables.

const INSTANTLY_API_KEY = process.env.INSTANTLY_API_KEY;
const CAMPAIGN_ID = 'your-campaign-id';

const email = await ctx.thisRow.get('Email');
const firstName = await ctx.thisRow.get('First Name');
const lastName = await ctx.thisRow.get('Last Name');
const companyName = await ctx.thisRow.get('Company Name');
const personalization = await ctx.thisRow.get('Email Personalization');

if (!email) {
  return null;
}

// Build payload
const body = {
  campaign: CAMPAIGN_ID,
  email: email,
  first_name: firstName || '',
  last_name: lastName || '',
  company_name: companyName || '',
  skip_if_in_workspace: true, // Prevent duplicates
  custom_variables: {
    personalization: personalization || '',
    companyName: companyName || ''
  }
};

// Add lead to campaign
const response = await fetch('https://api.instantly.ai/api/v2/leads', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${INSTANTLY_API_KEY}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(body)
});

const data = await response.json();

return {
  leadId: data?.id,
  status: response.ok ? 'added' : 'failed'
};

Push to Pipedrive

Use Case: Create an organization in Pipedrive with enriched data.

const PIPEDRIVE_API_TOKEN = process.env.PIPEDRIVE_API_TOKEN;

const name = await ctx.thisRow.get('Company Name');
const website = await ctx.thisRow.get('Website');
const linkedinUrl = await ctx.thisRow.get('Company LinkedIn URL');

if (!name) {
  throw new Error("Missing company name");
}

const payload = {
  name: name,
  website: website || undefined,
  linkedin: linkedinUrl || undefined
};

const response = await fetch(`https://api.pipedrive.com/v1/organizations?api_token=${PIPEDRIVE_API_TOKEN}`, {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  body: JSON.stringify(payload)
});

const data = await response.json();

if (!data?.success) {
  throw new Error(`Pipedrive error: ${JSON.stringify(data)}`);
}

return {
  pipedriveId: data.data.id,
  url: `https://app.pipedrive.com/organization/${data.data.id}`
};

Deduplication Pattern

Use Case: Check if a record already exists before creating it.

const email = await ctx.thisRow.get('Email');
const HUBSPOT_TOKEN = process.env.HUBSPOT_TOKEN;

// Search for existing contact
const searchResponse = await fetch('https://api.hubapi.com/crm/v3/objects/contacts/search', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${HUBSPOT_TOKEN}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    filterGroups: [{
      filters: [{
        propertyName: 'email',
        operator: 'EQ',
        value: email
      }]
    }]
  })
});

const searchData = await searchResponse.json();

if (searchData.results?.length > 0) {
  // Contact exists - halt workflow
  ctx.halt('Contact already exists in HubSpot');
  return { exists: true, id: searchData.results[0].id };
}

// Contact doesn't exist - continue with creation
return { exists: false };

Push to Multiple CRMs

Use Case: Push the same data to multiple CRMs in parallel.

const companyName = await ctx.thisRow.get('Company Name');
const website = await ctx.thisRow.get('Website');
const email = await ctx.thisRow.get('Email');

// Push to multiple CRMs in parallel
const [hubspotResult, pipedriveResult, instantlyResult] = await Promise.all([
  // HubSpot
  (async () => {
    const response = await fetch('https://api.hubapi.com/crm/v3/objects/companies', {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${process.env.HUBSPOT_TOKEN}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        properties: { name: companyName, domain: website }
      })
    });
    return response.json();
  })(),
  
  // Pipedrive
  (async () => {
    const response = await fetch(`https://api.pipedrive.com/v1/organizations?api_token=${process.env.PIPEDRIVE_API_TOKEN}`, {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify({ name: companyName, website: website })
    });
    return response.json();
  })(),
  
  // Instantly
  (async () => {
    const response = await fetch('https://api.instantly.ai/api/v2/leads', {
      method: 'POST',
      headers: {
        'Authorization': `Bearer ${process.env.INSTANTLY_API_KEY}`,
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        campaign: 'your-campaign-id',
        email: email,
        company_name: companyName
      })
    });
    return response.json();
  })()
]);

return {
  hubspot: hubspotResult.id,
  pipedrive: pipedriveResult.data?.id,
  instantly: instantlyResult.id
};

Best Practices

Always Deduplicate

Search for existing records before creating new ones to avoid duplicates.

Use Environment Variables

Store API keys in environment variables, never hardcode them.

Handle Errors Gracefully

Check response status and handle errors without breaking the workflow.

Associate Related Records

Clean Data Before Pushing

Remove undefined/null values and normalize data before sending to CRM.

Batch When Possible

Use Promise.all() to push to multiple systems in parallel.

Common Patterns

CRM Integration Recipes

CRM Integration

Push Company to HubSpot

Push Contact to HubSpot

Push Lead to Instantly

Push to Pipedrive

Deduplication Pattern

Push to Multiple CRMs

Best Practices

Common Patterns

​CRM Integration

​Push Company to HubSpot

​Push Contact to HubSpot

​Push Lead to Instantly

​Push to Pipedrive

​Deduplication Pattern

​Push to Multiple CRMs

​Best Practices

CRM Integration

Push Company to HubSpot

Push Contact to HubSpot

Push Lead to Instantly

Push to Pipedrive

Deduplication Pattern

Push to Multiple CRMs

Best Practices