Salesforce Lead to HubSpot List and Email

arazzo: 1.0.1
info:
  title: Salesforce Lead to HubSpot List and Email
  summary: Create a Salesforce lead, mirror to HubSpot, add to a list, then email.
  description: >-
    A cross-provider workflow that captures a lead in Salesforce, mirrors the
    person into HubSpot as a contact, adds that contact to a HubSpot CRM list,
    and sends a transactional welcome email. Demonstrates a full lead-handoff
    pattern from one CRM into another platform's list segmentation and email.
  version: 1.0.0
sourceDescriptions:
  - name: salesforceRestApi
    url: https://raw.githubusercontent.com/api-evangelist/salesforce/refs/heads/main/openapi/salesforce-rest-api-openapi.yml
    type: openapi
  - name: hubspotContactsApi
    url: https://raw.githubusercontent.com/api-evangelist/hubspot/refs/heads/main/openapi/hubspot-crm-contacts-api-openapi.yml
    type: openapi
  - name: hubspotListsApi
    url: https://raw.githubusercontent.com/api-evangelist/hubspot/refs/heads/main/openapi/hubspot-crm-lists-api-openapi.yml
    type: openapi
  - name: hubspotMarketingEmailApi
    url: https://raw.githubusercontent.com/api-evangelist/hubspot/refs/heads/main/openapi/hubspot-marketing-emal-api-openapi.yml
    type: openapi
workflows:
  - workflowId: salesforce-lead-to-hubspot-list-email
    summary: Create a Salesforce lead, mirror to HubSpot, list-add, then email.
    description: >-
      Inserts a Lead in Salesforce, creates the matching HubSpot contact, adds
      that contact to a HubSpot CRM list, and sends a transactional welcome
      email.
    inputs:
      type: object
      properties:
        firstName:
          type: string
        lastName:
          type: string
        company:
          type: string
        email:
          type: string
        listId:
          type: string
        emailTemplateId:
          type: integer
    steps:
      - stepId: create-lead
        description: Insert a new Lead record into Salesforce.
        operationId: $sourceDescriptions.salesforceRestApi.createRecord
        parameters:
          - name: sobjectType
            in: path
            value: Lead
        requestBody:
          contentType: application/json
          payload:
            FirstName: $inputs.firstName
            LastName: $inputs.lastName
            Company: $inputs.company
            Email: $inputs.email
        successCriteria:
          - condition: $statusCode == 201
          - condition: $response.body#/success == true
        outputs:
          leadId: $response.body#/id
      - stepId: create-hubspot-contact
        description: Mirror the lead into HubSpot as a contact.
        operationId: $sourceDescriptions.hubspotContactsApi.createContact
        requestBody:
          contentType: application/json
          payload:
            properties:
              email: $inputs.email
              firstname: $inputs.firstName
              lastname: $inputs.lastName
        successCriteria:
          - condition: $statusCode == 201
        outputs:
          contactId: $response.body#/id
      - stepId: add-to-list
        description: Add the HubSpot contact to a CRM list.
        operationId: $sourceDescriptions.hubspotListsApi.addListMembers
        parameters:
          - name: listId
            in: path
            value: $inputs.listId
        requestBody:
          contentType: application/json
          payload:
            recordIdsToAdd:
              - $steps.create-hubspot-contact.outputs.contactId
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          listResult: $statusCode
      - stepId: send-welcome
        description: Send a transactional welcome email through HubSpot.
        operationId: $sourceDescriptions.hubspotMarketingEmailApi.sendTransactionalEmail
        requestBody:
          contentType: application/json
          payload:
            emailId: $inputs.emailTemplateId
            message:
              to: $inputs.email
            contactProperties:
              firstname: $inputs.firstName
              lastname: $inputs.lastName
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          emailStatus: $statusCode
    outputs:
      leadId: $steps.create-lead.outputs.leadId
      contactId: $steps.create-hubspot-contact.outputs.contactId
      emailStatus: $steps.send-welcome.outputs.emailStatus