Using the HubSpot Action Templates

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Supported Actions

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Create a Deal

1. Install the template from HubSpot Action Templates.
2. The Create a Deal dialog task is added with the following components:
   • createDeal - User intent to create a deal.
   • dealName, dealStage - Entity nodes for deal details.
   • createDealService - Bot action service to create a deal. Click + to expand and click Edit Request to modify parameters. Sample Request:
     {
       "properties": {
         "dealname": "Custom data integrations",
         "dealstage": "presentationscheduled",
         "pipeline": "default"
       }
     }
     
     Click +Add Response to add responses: Sample Response:
     {
       "id": "10146264661",
       "properties": {
         "createdate": "2022-09-11T10:06:55.570Z",
         "dealname": "Integrations",
         "dealstage": "presentationscheduled",
         "pipeline": "default"
       },
       "createdAt": "2022-09-11T10:06:55.570Z",
       "updatedAt": "2022-09-11T10:06:55.570Z",
       "archived": false
     }
     
   • getAccountService - Bot action service to get account details.
   • createDealMessage - Message node to display responses.
3. Click Train to complete dialog task training.
4. Click Talk to Bot to test and debug.
5. Follow prompts to create a deal:
6. The new deal is created in HubSpot:
7. Click View Deal to see deal details in HubSpot:

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Get a Deal by ID

1. Install the template from HubSpot Action Templates.
2. The Get Deal by Id dialog task is added with the following components:
   • getDeal by Id - User intent to get a deal by ID.
   • dealID - Entity node for entering the deal ID.
   • getDealService - Bot action service to fetch deal. Click +Add Response: Sample Response:
     {
       "id": "10099894869",
       "properties": {
         "dealname": "Nike deal",
         "dealstage": "appointmentscheduled",
         "pipeline": "default"
       },
       "createdAt": "2022-09-07T13:52:04.184Z",
       "updatedAt": "2022-09-10T14:13:05.712Z",
       "archived": false
     }
     
   • getAccountService - Bot action service to get account details.
   • getDealMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test:
4. Click View Deal to see deal details.

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List All Deals

1. Install the template from HubSpot Action Templates.
2. The List All Deals dialog task is added with the following components:
   • List All Deals - User intent to list all deals.
   • listAllDealsService - Bot action script to view all deals. Click +Add Response: Sample Response: (truncated for brevity)
     {
       "total": 7,
       "results": [
         {
           "id": "10274255383",
           "properties": {
             "dealname": "Adidas deal",
             "dealstage": "qualifiedtobuy",
             "pipeline": "default"
           },
           "createdAt": "2022-09-22T07:23:17.500Z",
           "archived": false
         }
       ]
     }
     
   • getAccountService - Bot action service to get account details.
   • listAllDealsMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test and follow prompts.

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Update a Deal

1. Install the template from HubSpot Action Templates.
2. The Update a Deal dialog task is added with the following components:
   • Update a Deal - User intent to update a deal.
   • dealId, dealUpdate, dealName, dealStage - Entity nodes for updating deal details.
   • updateDealScript - Bot action script to update a deal.
   • updateDealService - Bot action service to update a deal: Sample Request:
     {
       "properties": {
         "dealname": "Adidas Deal",
         "dealstage": "closedwon"
       }
     }
     
     Click +Add Response: Sample Response:
     {
       "id": "10123889765",
       "properties": {
         "dealname": "Adidas Deal",
         "dealstage": "closedwon",
         "pipeline": "default"
       },
       "createdAt": "2022-09-09T06:45:26.228Z",
       "updatedAt": "2022-09-11T10:54:30.961Z",
       "archived": false
     }
     
   • getAccountService, getDealService - Bot action services.
   • updateDealMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test:
4. Enter all deal details when prompted. The deal is updated in HubSpot:
5. Click View Deal to see updated details.

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Search Deal by Keyword

1. Install the template from HubSpot Action Templates.
2. The Search Deal by Keyword dialog task is added with the following components:
   • Search Deal - User intent to search a deal.
   • Keyword - Entity node for search keywords.
   • searchDealService - Bot action script to search deals: Sample Request:
     {
       "sorts": [{"propertyName": "createdate", "direction": "DESCENDING"}],
       "query": "abac"
     }
     
     Sample Response: (truncated)
     {
       "total": 3,
       "results": [
         {
           "id": "10274255383",
           "properties": {
             "dealname": "Adidas deal",
             "dealstage": "qualifiedtobuy"
           },
           "archived": false
         }
       ]
     }
     
   • getAccountService - Bot action service to get account details.
   • searchDealMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test:

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Delete a Deal

1. Install the template from HubSpot Action Templates.
2. The Delete Deal dialog task is added with the following components:
   • Delete Deal - User intent to delete a deal.
   • DealId - Entity node for the deal ID.
   • deleteDealService - Bot action script to delete a deal:
   • getAccountService - Bot action service to get account details.
   • deleteDealMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test:

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Create a Contact

1. Install the template from HubSpot Action Templates.
2. The Create a Contact dialog task is added with the following components:
   • createContact - User intent to create a contact.
   • Email, firstName, lastName, phone - Entity nodes for contact details.
   • createContactService - Bot action service to create a contact. Click Edit Request: Sample Request:
     {
       "properties": {
         "email": "harry@abac.com",
         "firstname": "Harry",
         "lastname": "Anthony",
         "phone": "(877) 829-06966777"
       }
     }
     
     Click +Add Response: Sample Response:
     {
       "id": "1201",
       "properties": {
         "email": "harry.anthony@abac.com",
         "firstname": "harry",
         "lastname": "anthony",
         "lifecyclestage": "lead"
       },
       "createdAt": "2022-09-21T05:54:29.872Z",
       "archived": false
     }
     
   • getAccountService - Bot action service to get account details.
   • createContactMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.

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Get a Contact by ID

1. Install the template from HubSpot Action Templates.
2. The Get Contact by Id dialog task is added with the following components:
   • getContact by Id - User intent to get a contact by ID.
   • contactID - Entity node for the contact ID.
   • getContactService - Bot action service to fetch contact. Click Edit Request:
   • Click +Add Response: Sample Response:
     {
       "id": "1201",
       "properties": {
         "email": "harry.anthony@abac.com",
         "firstname": "harry",
         "lastname": "anthony"
       },
       "createdAt": "2022-09-21T05:54:29.872Z",
       "archived": false
     }
     
   • getAccountService - Bot action service to get account details.
   • getContactMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.

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List All Contacts

1. Install the template from HubSpot Action Templates.
2. The List All Contacts dialog task is added with the following components:
   • List All Contacts - User intent to list all contacts.
   • listAllContactsService - Bot action script to view all contacts: Sample Request:
     {
       "sorts": [{"propertyName": "createdate", "direction": "DESCENDING"}]
     }
     
     Click +Add Response: Sample Response: (truncated)
     {
       "total": 6,
       "results": [
         {
           "id": "1401",
           "properties": {
             "email": "getkgw@zomato.com",
             "firstname": "John",
             "lastname": "Doe"
           },
           "archived": false
         }
       ]
     }
     
   • getAccountService - Bot action service to get account details.
   • listAllContactsMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.

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Update a Contact

1. Install the template from HubSpot Action Templates.
2. The Update a Contact dialog task is added with the following components:
   • UpdateContact - User intent to update a contact.
   • contactId, contactUpdate, email, firstName, lastName, phone - Entity nodes.
   • updateContactScript - Bot action script to update contact.
   • updateContactService - Bot action service to update contact: Sample Request:
     {
       "properties": {
         "email": "harry.anthony@abac.com"
       }
     }
     
     Click +Add Response: Sample Response:
     {
       "id": "1201",
       "properties": {
         "email": "harry.anthony@abac.com",
         "lastmodifieddate": "2022-09-21T06:18:56.655Z"
       },
       "updatedAt": "2022-09-21T06:18:56.655Z",
       "archived": false
     }
     
   • getAccountService, getContactService - Bot action services.
   • updateContactMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.

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Search Contact by Keyword

1. Install the template from HubSpot Action Templates.
2. The Search Contact by Keyword dialog task is added with the following components:
   • Search Contact - User intent to search a contact.
   • Keyword - Entity node for search keywords.
   • searchContactService - Bot action script to search contacts: Sample Request:
     {
       "sorts": [{"propertyName": "createdate", "direction": "DESCENDING"}],
       "query": "abac"
     }
     
     Sample Response:
     {
       "total": 1,
       "results": [
         {
           "id": "1201",
           "properties": {
             "email": "john.doe@example.com",
             "firstname": "Work",
             "lastname": "Assist"
           },
           "archived": false
         }
       ]
     }
     
   • getAccountService - Bot action service to get account details.
   • searchContactMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.

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Delete a Contact

1. Install the template from HubSpot Action Templates.
2. The Delete Contact dialog task is added with the following components:
   • Delete Contact - User intent to delete a contact.
   • ContactId - Entity node for the contact ID.
   • deleteContactService - Bot action script to delete a contact:
   • getAccountService - Bot action service to get account details.
   • deleteContactMessage - Message node to display responses.
3. Click Train, then Talk to Bot to test.