Custom Code - Get firstname & lastname from email address

[MSaurat]

Hi, 

I'm not a developper of any sort but I'm trying to understand custom code for worflows. I'd like to be able to get the firstname & lastname of a contact when the email address looks like this "firstame.lastname@domain.com". 

I've used this python code: 

import re

def extract_name_from_hubspot_email(email):
# Define a regular expression pattern to match HubSpot email format
pattern = r'^([a-zA-Z]+)\.([a-zA-Z]+)@.*$'

# Use re.match to extract the first name and last name
match = re.match(pattern, email)

if match:
first_name = match.group(1)
last_name = match.group(2)
return first_name, last_name

# If the email doesn't match the expected HubSpot format, return None
return None, None

# Example usage:
email = "john.doe@hubspot.com"
first_name, last_name = extract_name_from_hubspot_email(email)
if first_name and last_name:
print("First Name:", first_name)
print("Last Name:", last_name)
else:
print("Unable to extract first name and last name from the email.")

But not really sure how to do it with the custom code. 

Any help appreciated. 

Thank you 

[Maciek-Magic · Accepted solution]

That should do the trick.

const hubspot = require('@hubspot/api-client');

exports.main = async (event, callback) => {

  const hubspotClient = new hubspot.Client({
    accessToken: process.env.SECRET_NAME // Change "SECRET_NAME" with your Private App key secret name
  });

  let email;
  try {
    const ApiResponse = await hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, ["email"]);
    email = ApiResponse.properties.email;
    
    let names = email.split("@"); // split emaill adress by "@"
    let fnln = names[0].split("."); // get whatever is before "@" and plit it by "."
    var fn = fnln[0]; //get whatever is before "." (First name)
    var ln = fnln[1]; // get whatever is after "." (Last name)
   if(fnln.length == 2 ){ // checking if First Name and Last Name exists together and are separeted by "."
    hubspotClient.crm.contacts.basicApi.update(event.object.objectId, {
      "properties": {
        "firstname": fn, // update contact record with First Name
        "lastname": ln // update contact record with Last Name
      }
    });
    } else{
      
      // WIll update First Name as John and Last Name as Doe
      hubspotClient.crm.contacts.basicApi.update(event.object.objectId, {
      "properties": {
        "firstname": "John",
        "lastname": "Doe"
      }
    });
    }
  } catch (err) {
    console.error(err);
    // We will automatically retry when the code fails because of a rate limiting error from the HubSpot API.
    throw err;
  }
}

[Maciek-Magic · Accepted solution]

That should do the trick.

const hubspot = require('@hubspot/api-client');

exports.main = async (event, callback) => {

  const hubspotClient = new hubspot.Client({
    accessToken: process.env.SECRET_NAME // Change "SECRET_NAME" with your Private App key secret name
  });

  let email;
  try {
    const ApiResponse = await hubspotClient.crm.contacts.basicApi.getById(event.object.objectId, ["email"]);
    email = ApiResponse.properties.email;
    
    let names = email.split("@"); // split emaill adress by "@"
    let fnln = names[0].split("."); // get whatever is before "@" and plit it by "."
    var fn = fnln[0]; //get whatever is before "." (First name)
    var ln = fnln[1]; // get whatever is after "." (Last name)
   if(fnln.length == 2 ){ // checking if First Name and Last Name exists together and are separeted by "."
    hubspotClient.crm.contacts.basicApi.update(event.object.objectId, {
      "properties": {
        "firstname": fn, // update contact record with First Name
        "lastname": ln // update contact record with Last Name
      }
    });
    } else{
      
      // WIll update First Name as John and Last Name as Doe
      hubspotClient.crm.contacts.basicApi.update(event.object.objectId, {
      "properties": {
        "firstname": "John",
        "lastname": "Doe"
      }
    });
    }
  } catch (err) {
    console.error(err);
    // We will automatically retry when the code fails because of a rate limiting error from the HubSpot API.
    throw err;
  }
}

[DamianKnapp]

So - this one brings up an error as per below. should this be "import from" on line 1?

[ERROR] Runtime.UserCodeSyntaxError: Syntax error in module 'hubspotHandler': invalid syntax (file.py, line 1)
Traceback (most recent call last):
  File "/var/task/file.py" Line 1
    const hubspot = require('@hubspot/api-client');
Memory: 37/128 MB
Runtime: 1.52 ms

[Maciek-Magic · Accepted solution]

Looks like you didn't change SECRET_NAME to your Secret name with Private App token.

I'll walk you through.

Navigate to HubSpot Settings

In Left menu find INTEGRATIONS > PRIVATE APPS

Click Crate a Private app button
In Basic Info give it a name - ex. Contact

In Scopes in CRM find crm.objects.contacts and select Read and Write for it

Click Create App button and Continue creating in pop-up

Click Show token and Copy

Now go to you Custom Code step in workflow
Second from Top there is a Dropdown list with Secrets, click it

Click Add Secret,

Give it a name best would be same as you gave to you Private App ie. Contact so you know what is what
In Secret Value paste token you copied from Private App. And Save it.

Now go to your code and change this

accessToken: process.env.SECRET_NAME

to this

accessToken: process.env.Contact

[DamianKnapp]

Awesome - Ok. 

Thanks for getting my training wheels on with this. Its really helped me out. 

[Maciek-Magic]

Above script is for Node.js and your error have .py extenson which indicates that you are using Python.
Change Language to node.js (drop down at very top of Custom code window)

[DamianKnapp]

Ahh ok - cool. So, i have changed this to node but i am now getting a new error

WARNING: The logs for this function have exceeded the 4KB limit.
...
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Unknown application error occurred
Runtime.Unknown

Memory: 74/128 MB
Runtime: 1546.15 ms

[DanielJeal]

What do you want to do with the name when you get it? Update the Contacts name in HubSpot? Also, what if their email is lastname.firstname?!

[MSaurat]

Hey Dan, 

Yes basically extract FN & LN and add the corresponding fields. I'm not worried about the email address having LN.FN@ as we're dealing with professional accounts and 99% are FN.LN@ 

[MiaSrebrnjak]

Hi @MSaurat, 

Thank you for reaching out to the Community! 

I found this code on GitHub which could be helpful: @coldrickjack shared how to split the full name provided by a contact using a custom coded workflow action. 

@coldrickjack do you think @MSaurat could do something similar with the first & lastname of a contact's email address? Thank you!

Cheers
Mia, Community Team