topic Quote template using crm_associations() HubL function in CMS Development

Quote template using crm_associations() HubL function

PD_ — Tue, 17 Jan 2023 23:21:14 GMT

Background

I'm trying to use the crm_associations() HubL function in a custom quote template to look up companies associated with the deal. A deal can have two companies: one is the purchaser, and the other is a consultant that assists the purchaser with installation of our product. We use custom association types to represent these different types of deal-to-company associations.

For each quote I'm trying to look up both companies so each one can be included on the quote template.

Problem

The problem is that no matter what I try, the crm_associations() function always returns an object with a total of 0 and an empty results array.

Here's an example of what I've tried that I think should work:

{% set deal_consultant = crm_associations(deal_id, "USER_DEFINED", 111, "limit=3") %}

I noticed that the function documentation mentions "Please note: for security purposes, of the HubSpot standard object types only the product, and marketing_event objects can be retrieved on a publicly accessible page."

Questions

Do quote templates count as "publicly accessible" pages? Is this the reason I'm not getting any results?

Is there a way to password protect a quote such that I can actually make use of the crm_associations function? Or is there any other way to show both companies on a quote?

Re: Quote template using crm_associations() HubL function

alyssamwilie — Wed, 18 Jan 2023 05:10:26 GMT

Since the quotes crm object is also only allowed on private pages I can't imagine quotes themselves would be counted as public.

Is 111 the correct association ID for ya'll's custom association?

If you output deal_id in the quote is it actually returning a value?

Re: Quote template using crm_associations() HubL function

PD_ — Wed, 18 Jan 2023 21:55:59 GMT

I output the deal ID that I'm using in the function and it was correct.

I confirmed that 111 is the correct association type ID. When I use the Associations API ( https://api.hubapi.com/crm/v4/objects/deal/<DEAL_ID>/associations/company ) I get back the response below ( toObjectIds have been modified). You'll see that one of the results has a typeId of 111.

{ "results": [ { "toObjectId": 10111111111, "associationTypes": [ { "category": "HUBSPOT_DEFINED", "typeId": 5, "label": "Primary" }, { "category": "HUBSPOT_DEFINED", "typeId": 341, "label": null } ] }, { "toObjectId": 10222222222, "associationTypes": [ { "category": "USER_DEFINED", "typeId": 111, "label": "Consultant" }, { "category": "HUBSPOT_DEFINED", "typeId": 341, "label": null } ] } ] }

Re: Quote template using crm_associations() HubL function

tss_developer — Fri, 23 May 2025 16:31:08 GMT

Is there any resolution to this question? I am encountering the same issue...

Re: Quote template using crm_associations() HubL function

kennedyp — Mon, 02 Jun 2025 22:09:08 GMT

Hey @tss_developer ! I don't see any resolution on this thread, but given how much time has passed, I recommend making a new thread with context about your specific use case. Feel free to link to it here and we can tag in some active community members!