"CSV" takes input data in the form of JSON array and transforms it into CSV format.
In this example, we'll create a flow: "Import contacts from HubSpot, create an email template in Mailchimp with a link to a file containing the imported contacts."
We will convert the query output from HubSpot into a CSV format file using "CSV" and "File Append."
- Go to the Flows tab from the top menu.
- Create a new flow.
- Search and select "Setup."
- Setup acts as a trigger in this flow and runs all the child steps.
- Setup doesn't require any configuration. Click Done.
- Setup acts as a trigger in this flow and runs all the child steps.
- Add HubSpot in the child step.
- Add "Get Contacts" query.
- Connect your HubSpot account.
- If you don't have one, you can sign up for free.
- If you don't have one, you can sign up for free.
- Enter the number of records you want to import.
- The records will be imported page-by-page, and the number you provide will be rounded to the nearest page.
- Leave this field empty, if you want to import all records.
- Select the List from which you want to import the contacts. Click Continue.
- Click Test.
- You will receive a success message when Integry fetches all HubSpot contacts. Click Done.
- Click on the "Add Step" button.
- Search and select "CSV."
- Add the "JSON to CSV" action.
- Provide a 'CSV Delimiter' that separates the values in the CSV file (mostly the comma (,) character).
- Provide the input JSON array in the 'JSON Text' field. You can either input the array manually or add dynamic tags to enter it's value.
- To add a dynamic tag, click on the '+' sign, then click Get 'Contacts.'
- Click "Add to Field" in front of 'Obj' to add the data stored in Obj object to the JSON Text field.
- To add a dynamic tag, click on the '+' sign, then click Get 'Contacts.'
- Click Continue.
- Click Test.
- You will receive a success message when the JSON array of the records fetched by the query step has been converted into CSV format.
- Click on Test Result to view the converted records.
- All the contacts imported by the HubSpot query have been converted into CSV format and are separated by a (,).
- All the contacts imported by the HubSpot query have been converted into CSV format and are separated by a (,).
- Click on the "Add Step" button.
- Search and select "File Append."
- We will be converting the csv data into a file.
- We will be converting the csv data into a file.
- Add the "Append File" action.
- Enter a suitable File Name.
- Enter the File Extension.
- We support txt, js, html, csv, png, pdf file formats.
- We support txt, js, html, csv, png, pdf file formats.
- Enter the Data to be appended to the file.
- You can either enter the data manually or use dynamic tags.
- To add a dynamic tag to the field, click on the '+' sign and then click JSON to CSV.
- Expand the 'Out' object and click "Add to Field" in front of 'output' to add the tag for the data coming in from CSV step.
- Click Continue.
- Click Test.
- You will see a success message when the data from CSV step has been appended into a file.
- The File Append step will provide a URL of the file containing CSV data of all imported contacts from HubSpot, you can see that in the Response section of Test Result. Click Done.
- You can send this file in an action to any app.
- Click on the "Add Step" button.
- Add the Mailchimp action "Create Email Template."
- Connect your Mailchimp account.
- If you don't have one, you can sign up for free.
- Enter the Name of the email template.
- Enter the HTML. You can either enter a manual value of add dynamic tags received in the output of the File Append step for this field.
- Click on the '+' sign on the right of the HTML field, then click Append File.
- Expand the 'Out' object , and then click "Add to Field" in front of 'file_url' to add a dynamic tag.
- Click on the '+' sign on the right of the HTML field, then click Append File.
- Click Continue and then click Test.
- You will see a success message when all contacts fetched from HubSpot have been sent to Sendinblue.
- Save and publish your flow.
When your user sets up this integration, the imported contacts from HubSpot will be appended into a file and then sent to Mailchimp as a part of the email template.
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