CloudTalk

This article provides the export steps of a <a href="http://help.cloudtalk.io/en/articles/5671571-speech-to-text-transcription">speech-to-text transcription</a> (STT), where the transcription is exported to your HubSpot workspace.

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existing workflow with a Recording Uploaded trigger for <a href="http://help.cloudtalk.io/en/articles/5671571-speech-to-text-transcription">transcription creation</a>

HubSpot admin role with access to private apps

- existing workflow with a Recording Uploaded trigger for <a href="http://help.cloudtalk.io/en/articles/5671571-speech-to-text-transcription">transcription creation</a>
- HubSpot admin role with access to private apps

HubSpot authorization logic has changed as of March 2023. Requests made to HubSpot's API are now authenticated using the OAuth authorization saved within your first integration instance with HubSpot.

- For newly created workflow automations, this means you don't need to format any additional keys or authentication headers into your endpoint url or setup.
   
- The limitation is that you can no longer have multiple HubSpot integration instances with workflow automations—only automations from the most recently configured integration instance will run.

From the legacy dashboard, navigate to Account &gt; Workflow Automations.

Scroll down and select <code>+Add Workflow</code>.

For a trigger Object, select <code>Transcription</code>. Action: <code>Created</code>.

Optional: Add conditions if you want transcriptions to export to HubSpot only in cases where these conditions are met.

As an Action type, select <code>API request</code>.

1. Endpoint: <code>https://api.hubapi.com/engagements/v1/engagements</code>
 
2. Method: <code>POST</code>

In the Values section (the request body), include the following key-value pairs:

1. Key <code>engagement.active</code> has the Value <code>True</code>
 
2. <code>engagement.ownerId</code> is <code>1</code>
 
3. for Key <code>associations.contactIds.0</code> paste the following Value:
 1. <code>{%- for url in event.properties.call.contacts[0].external_urls -%} {%- if url.integration_name == "hubspot" -%} {{ url.external_url | split("/") | last}} {%- endif -%} {%- endfor -%}</code>
 
4. for Key <code>metadata.body</code> paste the following Value:
 1. <code>&lt;span&gt;&lt;strong&gt;Transcription of call between Cloudtalk and {{ event.properties.call.contacts[0].name }} &lt;/strong&gt;&lt;/span&gt;&lt;br&gt;&lt;br&gt;</code>
 <code>{% set items = event.properties.transcription.json %} {% for item in items %} &lt;span&gt; {% if item.out | length &gt; 0 %}&lt;strong&gt; Contact:&lt;/strong&gt;"{{item.out}}" {% endif %} {% if item.in | length &gt;0 %} &lt;strong&gt;Agent:&lt;/strong&gt; "{{item.in}}" {% endif %}&lt;/span&gt;&lt;br&gt; {% endfor %}</code>
 
5. <code>engagement.type</code> is <code>NOTE</code>

When done, select <code>Save and activate</code>.

1. Scroll down and select <code>+Add Workflow</code>.
 
2. Name your workflow. 
 
3. For a trigger Object, select <code>Transcription</code>. Action: <code>Created</code>. 
 
4. Optional: Add conditions if you want transcriptions to export to HubSpot only in cases where these conditions are met. 
 
5. As an Action type, select <code>API request</code>. 
 
 1. Endpoint: <code>https://api.hubapi.com/engagements/v1/engagements</code>
 
 2. Method: <code>POST</code> 
 
 
 
6. In the Values section (the request body), include the following key-value pairs: 
 
 1. Key <code>engagement.active</code> has the Value <code>True</code>
 
 2. <code>engagement.ownerId</code> is <code>1</code>
 
 3. for Key <code>associations.contactIds.0</code> paste the following Value:
 1. <code>{%- for url in event.properties.call.contacts[0].external_urls -%} {%- if url.integration_name == "hubspot" -%} {{ url.external_url | split("/") | last}} {%- endif -%} {%- endfor -%}</code>
 
 4. for Key <code>metadata.body</code> paste the following Value:
 1. <code>&lt;span&gt;&lt;strong&gt;Transcription of call between Cloudtalk and {{ event.properties.call.contacts[0].name }} &lt;/strong&gt;&lt;/span&gt;&lt;br&gt;&lt;br&gt;</code>
 <code>{% set items = event.properties.transcription.json %} {% for item in items %} &lt;span&gt; {% if item.out | length &gt; 0 %}&lt;strong&gt; Contact:&lt;/strong&gt;"{{item.out}}" {% endif %} {% if item.in | length &gt;0 %} &lt;strong&gt;Agent:&lt;/strong&gt; "{{item.in}}" {% endif %}&lt;/span&gt;&lt;br&gt; {% endfor %}</code>
 
 5. <code>engagement.type</code> is <code>NOTE</code> 
 
 
 
7. When done, select <code>Save and activate</code>.

Reference for Key-Values in Request Body

<code>engagement.active</code> accesses the activity of the HubSpot (HS) engagement.

<code>engagement.ownerId</code> accesses the HS owner.

- <code>engagement.active</code> accesses the activity of the HubSpot (HS) engagement.
 
- <code>engagement.ownerId</code> accesses the HS owner.

The code pasted for <code>associations.contactIds.0</code> extracts the desired contact ID from the external URL.

The code pasted for <code>metadata.body</code> contains dynamic references (in Nunjuks) to the CSV transcription. This builds an output for the body of the note.

<code>engagement.type</code> references the type of engagement to output.

- The code pasted for <code>associations.contactIds.0</code> extracts the desired contact ID from the external URL.
 
- The code pasted for <code>metadata.body</code> contains dynamic references (in Nunjuks) to the CSV transcription. This builds an output for the body of the note. 
 
- <code>engagement.type</code> references the type of engagement to output.

Have more questions? Don't hesitate to contact our <a href="mailto:support@cloudtalk.io" rel="nofollow noopener noreferrer" target="_blank">Support team</a>. We're always here to help you!

User Level:

HubSpot Export

Requirements

Setup

Reference for Key-Values in Request Body