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Oct 1, 2021 8:59:55 AM
Oct 1, 2021 8:59:55 AM
This article gives an overview of the available engagement blocks in the Hubspot connector in Qlik Application Automation. It will also go over a basic example of using these blocks.
Engagements are used to store data from CRM actions, including notes, tasks, emails, meetings, and calls. At a minimum, engagements should be associated with at least one CRM record.
Standard use-case: The Engagement blocks can be used to create engagements (in order to log calls, notes, or emails from an external system) and get engagement data for reporting.
Engagement objects all have a type that determines what the metadata field should look like; these types and their corresponding metadata are detailed below. The Engagements API currently supports the following engagement types:
The following engagement blocks are available in Qlik Application Automation:
There are also a few helper blocks that are used as metadata when creating / updating engagements: Email, Meeting, Task, and Call.
Let's now go over a basic example of how to create an EMAIL engagement using the Hubspot connector:
The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.