{"id":50972,"date":"2023-01-21T14:38:01","date_gmt":"2023-01-21T14:38:01","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-1\/?p=50972"},"modified":"2023-03-09T14:25:34","modified_gmt":"2023-03-09T14:25:34","slug":"using-the-hubspot-action-templates","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/integrations\/using-the-hubspot-action-templates\/","title":{"rendered":"Using the HubSpot Action Templates"},"content":{"rendered":"

You can use the <\/span>Prebuilt Action Templates <\/b>from your HubSpot integration to auto-create dialog tasks and test them using the <\/span>Talk to Bot<\/b> option.<\/span><\/p>\n

Steps to create a dialog task using HubSpot action templates:<\/span><\/p>\n

    \n
  1. Go to <\/span>Build > Conversation Skills<\/b>,<\/span> and then click the <\/span>Dialog Tasks<\/b>.<\/span><\/li>\n
  2. Click <\/span>Create a Dialog Task<\/b>.
    \"\"<\/a><\/span><\/li>\n
  3. On the Dialog Task pop-up, under the <\/span>Integration<\/b>, select the <\/span>HubSpot <\/b>option to view the action templates.
    \"\"<\/a><\/span>
    \nNote<\/b>: If you have not configured any integration for your virtual assistant, you will see the <\/span>Explore Integrations<\/b> option. Once you click this option, you will be redirected to the <\/span>Actions <\/b>page to configure an integration for your VA. For more information, see <\/span>    Actions Overview<\/span><\/a>.<\/span>
    \"\"<\/li>\n<\/ol>\n

    HubSpot Actions\u00a0<\/span><\/span><\/h2>\n

    The following HubSpot actions are supported in this release:<\/span><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Supported Tasks<\/b><\/td>\nDescription<\/b><\/td>\nMethod<\/b><\/td>\n<\/tr>\n
    Create a Deal<\/span><\/td>\nCreates a new deal in the system.<\/span><\/td>\nPOST<\/span><\/td>\n<\/tr>\n
    Get Deal by Id<\/span><\/td>\nRetrieves a deal details\u00a0<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Update a Deal<\/span><\/td>\nUpdates the deal details.<\/span><\/td>\nPATCH<\/span><\/td>\n<\/tr>\n
    List all Deals<\/span><\/td>\nRetrieves all deals from the system.<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Search Deal by Keyword<\/span><\/td>\nSearches all deals that match with the keyword.<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Delete Deal<\/span><\/td>\nDeletes a deal.<\/span><\/td>\nDELETE\u00a0<\/span><\/td>\n<\/tr>\n
    Create a Contact<\/span><\/td>\nCreates a request in the system.<\/span><\/td>\nPOST<\/span><\/td>\n<\/tr>\n
    Get Contact by Id<\/span><\/td>\nRetrieve a contact details<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    List All Contacts<\/span><\/td>\nRetrieves all contacts from the system<\/span><\/td>\nGet<\/span><\/td>\n<\/tr>\n
    Update a Contact<\/span><\/td>\nUpdates the contact details<\/span><\/td>\nPATCH<\/span><\/td>\n<\/tr>\n
    Search Contact by Keyword<\/span><\/td>\nSearch all contacts that match with the keyword<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Delete a Contact<\/span><\/td>\nDeletes a contact<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Create a Deal<\/span><\/span><\/h3>\n

    Steps to create a new deal in HubSpot:<\/span><\/p>\n

      \n
    1. Refer to the <\/span>Install the HubSpot Action Templates<\/span><\/a> section for installing this action template.<\/span><\/li>\n
    2. The Create a Deal <\/i>dialog task is added with the following components:\"\"<\/a>\n