topic Re: Website/Landing page that fetches and write data to CRM in CMS Development

Website/Landing page that fetches and write data to CRM

ChrisChiha — Sun, 16 Oct 2022 11:36:53 GMT

Hello,

I have a complex scenario that i am trying to solve. Basically what we require is a website/landing page, that can fetch and display data based on a contact ID that is passed in the URL as a parameter maybe.
Another section of this page would be able to write data to the CRM (I was thinking of embedding a form for the same).

So to sum it up, i'll give a live scenario that we are expecting:
1) Share a link with a contact
2) Display the data fetched form inside this contact (and from associated objects if possible)
3) If this contact fills the input fields, update the properties related to this contact.

In your opinion, what is the best practice to achieve this?

Thanks!
@ChrisChiha

Re: Website/Landing page that fetches and write data to CRM

BarryGrennan — Mon, 17 Oct 2022 00:51:05 GMT

You can build dynamic pages based on crm objects

Limitations of that approach would be that as you're using company info the page needs to be password protected.

If you don't want to go that route, I imagine it'd need to be the CRM API

Barry Grennan

Freelance HubSpot CMS Developer

Website | Contact

Re: Website/Landing page that fetches and write data to CRM

ChrisChiha — Mon, 17 Oct 2022 08:21:53 GMT

Hey @BarryGrennan ,

Thanks for your reply!

I tried dynamic pages, but went through some issues configuring the page slug.
I picked contact record id as the page slug, but wasn't able to configure it / pass it to the page to display accordingly.

Are you aware if i can access the associated objects of the contact i am fetching to the page?

Re: Website/Landing page that fetches and write data to CRM

Teun — Mon, 17 Oct 2022 09:22:41 GMT

Hi @ChrisChiha ,

Check out this page of the docs. You should be able to use the `crm_object` and `crm_associations` functions. For the form, I would advise you to use a default HubSpot form and add contact properties and other object properties to the form. You are not limited to only using contact properties in your form.

Re: Website/Landing page that fetches and write data to CRM

ChrisChiha — Mon, 17 Oct 2022 11:20:29 GMT

Hey @Teun ,

This is what i have in my module so far. i am able to fetch the property values for the contact passed in the dynamic page, but for the associated deals to this contact, it is diplaying nothing. I even tried to pass the contact id directly in the code to test, but still no luck:

{% if dynamic_page_crm_object %}

{% set user = dynamic_page_crm_object %}

<h1 style="color:#000000;">{{user.firstname}} {{user.lastname}} <br/> {{user.email}} <br/> {{user.phone}} </h1>

{% set contact_id = request_contact.contact_vid %}
{% set deals = crm_associations(contact_id,"HUBSPOT_DEFINED", 4) %}

<ul>
{% for deal in deals %}
<li>{{ deal.customer_full_name }}</li>
{% endfor %}
</ul>

{% endif %}

Re: Website/Landing page that fetches and write data to CRM

Teun — Mon, 17 Oct 2022 11:24:59 GMT

Hi @ChrisChiha ,

You can only access deals from a membership or password-protected page. Is this the case for the page you are building? Only products, marketing events, and custom objects are available on public pages.

Re: Website/Landing page that fetches and write data to CRM

ChrisChiha — Mon, 17 Oct 2022 11:39:49 GMT

Hello @Teun ,

Yes, the page is private (password protected).

Re: Website/Landing page that fetches and write data to CRM

Teun — Mon, 17 Oct 2022 11:50:50 GMT

Hi @ChrisChiha ,

So I checked the following things:

1. Your definition ID of the association is correct.

2. It is a HubSpot-defined association, so that is correct as well.

This leaves the contact ID itself. If you use {{contact_id|pprint}} does it show a correct value? And if you use {{deals|pprint}}, what does that give you?
And if you paste the contact ID directly as a string in the function, does that change anything?
{% set deals = crm_associations("1234","HUBSPOT_DEFINED", 4) %}

{{deals|pprint}}

You could also try this:

{% set deals = crm_associations(contact_id,"HUBSPOT_DEFINED", 4, "limit=50", "customer_full_name", false) %}

Because it could be that you need to retrieve the specific property.

Re: Website/Landing page that fetches and write data to CRM

ChrisChiha — Mon, 17 Oct 2022 12:03:09 GMT

Hey @Teun , good news!

When i am doing the {{deals|pprint}}, it is returning the associated deals as follow:

(CrmObjectList: {hasMore=false, offset=2, results=[{customer_full_name=test2 test2, id=6802074961}, {id=9613818449}, {customer_full_name=test test, id=9614892653}], total=2})

The issue seems in the for loop

Re: Website/Landing page that fetches and write data to CRM

ChrisChiha — Mon, 17 Oct 2022 12:58:55 GMT

Re: Website/Landing page that fetches and write data to CRM

Teun — Mon, 17 Oct 2022 13:23:37 GMT

So your code should be:

{% for deal in deals.results %} <li>{{ deal.customer_full_name }}</li> {% endfor %}