CloudTalk

This article shows how you can export a <a href="http://help.cloudtalk.io/en/articles/5671571-speech-to-text-transcription">speech-to-text transcription</a> (STT) from CloudTalk to HubSpot, for cases where HubSpot's native transcription functionality does not work with your solution.

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We recommend using <a href="https://knowledge.hubspot.com/calling/review-call-recordings-and-transcripts" rel="nofollow noopener noreferrer" target="_blank">HubSpot's native functionality</a> for transcriptions when possible.

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 dashboard, navigate to Account &gt; Workflow Automations.

Select <code>+Add Workflow</code> and name your workflow.

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

1. Optional: Add a condition statement if you only want transcriptions to export to HubSpot when the logical filter is met. To forward all transcriptions to HubSpot, delete this step.

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

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

1. Key: <code>content-type</code> 
2. Value: <code>application/json</code>

In the Values section (the request body), include the following key-value pairs with the Format set to <code>AUTO</code>:

1. Key: <code>engagement.active</code>, Value: <code>True</code>
 
2. 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>
 
3. for Key <code>metadata.body</code> paste the following Value:
 1. <code>{% set arr = [</code>
 <code> { time: 0,</code>
 <code> person: '',</code>
 <code> text: 'text'</code>
 <code> }] %}{% set items = event.properties.transcription.json %}{% for item in items %}{% if item.out | length &gt; 0 %}{% set arr = (arr.push({</code>
 <code> time: item.timestamp | int,</code>
 <code> person: 'Agent',</code>
 <code> text: item.out</code>
 <code> }), arr) %}{% endif %}{% if item.in | length &gt;0 %}{% set arr = (arr.push({</code>
 <code> time: item.timestamp | int,</code>
 <code> person: 'Contact',</code>
 <code> text: item.in</code>
 <code> }), arr) %}{% endif %}{% endfor %}{% set sorted = arr |sort(attribute='time') %}{% for item in sorted %}{% if item.time &lt; 1 %}&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;{%elif item.time &gt; 0%}{{item.person}} : '{{item.text}}'&lt;br&gt;{% endif %}{% endfor %}</code>
 
4. Key: <code>engagement.type</code>, Value: <code>NOTE</code>

When done, select <code>Confirm and continue</code>.

Use the top toggle to set your workflow as active and select <code>Save</code> to enact your changes. <code>Confirm</code> creation of the workflow.

1. From the dashboard, navigate to Account &gt; Workflow Automations. 
 
2. Select <code>+Add Workflow</code> and name your workflow. 
 
3. For a trigger Object, select <code>Transcription</code>. Action: <code>Created</code>. 
 
 
 
 1. Optional: Add a condition statement if you only want transcriptions to export to HubSpot when the logical filter is met. To forward all transcriptions to HubSpot, delete this step. 
 
4. As an Action, select <code>API request</code>. 
 
 1. Endpoint: <code>https://api.hubapi.com/engagements/v1/engagements</code>
 
 2. Method: <code>POST</code> 
 
 
 
5. Select Add header:
 1. Key: <code>content-type</code> 
 2. Value: <code>application/json</code> 
 
 
 
6. In the Values section (the request body), include the following key-value pairs with the Format set to <code>AUTO</code>: 
 
 1. Key: <code>engagement.active</code>, Value: <code>True</code>
 
 2. 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>
 
 3. for Key <code>metadata.body</code> paste the following Value:
 1. <code>{% set arr = [</code>
 <code> { time: 0,</code>
 <code> person: '',</code>
 <code> text: 'text'</code>
 <code> }] %}{% set items = event.properties.transcription.json %}{% for item in items %}{% if item.out | length &gt; 0 %}{% set arr = (arr.push({</code>
 <code> time: item.timestamp | int,</code>
 <code> person: 'Agent',</code>
 <code> text: item.out</code>
 <code> }), arr) %}{% endif %}{% if item.in | length &gt;0 %}{% set arr = (arr.push({</code>
 <code> time: item.timestamp | int,</code>
 <code> person: 'Contact',</code>
 <code> text: item.in</code>
 <code> }), arr) %}{% endif %}{% endfor %}{% set sorted = arr |sort(attribute='time') %}{% for item in sorted %}{% if item.time &lt; 1 %}&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;{%elif item.time &gt; 0%}{{item.person}} : '{{item.text}}'&lt;br&gt;{% endif %}{% endfor %}</code>
 
 4. Key: <code>engagement.type</code>, Value: <code>NOTE</code> 
 
 
 
7. When done, select <code>Confirm and continue</code>. 
 
8. Use the top toggle to set your workflow as active and select <code>Save</code> to enact your changes. <code>Confirm</code> creation of the workflow.

Reference for Key-Values in Request Body

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

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

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 Transcription Export

Requirements

Setup

Reference for Key-Values in Request Body