topic Re: Check to see if a contact exists before creating in APIs & Integrations

Check to see if a contact exists before creating

eibach-cv — Tue, 20 Sep 2022 16:27:46 GMT

I am migrating from eCommerce bridge to the v3 API, and when I am doing my DEAL CONTACT creation, I get errors that the contact already exists so I want to add a check to see if the cotnact exists before I continue. What is the best way to do that?

if (order["Status"] == "deleted"): print("skippped - order deleted") pass elif(): # This is where I want to do the check print("contact exists") pass else: name_split = order["BillAddress"]["Name"].split() firstname = name_split[0] lastname = ' '.join(name_split[1:]) properties = { "email": order["Customer"]["Email"], "firstname": strip_accents(firstname), "lastname": strip_accents(lastname), "phone": order["Customer"]["BillingPhone"], "address": order["BillAddress"]["Street1"], "city": order["BillAddress"]["City"], "state": order["BillAddress"]["State"], "zip": order["BillAddress"]["PostalCode"], "country": order["BillAddress"]["Country"] } simple_public_object_input = SimplePublicObjectInput(properties=properties) try: api_response = client.crm.contacts.basic_api.create(simple_public_object_input=simple_public_object_input) pprint(api_response) except ApiException as e: print("Exception when calling basic_api->create: %s\n" % e)

Re: Check to see if a contact exists before creating

Jaycee_Lewis — Thu, 22 Sep 2022 18:33:38 GMT

Hi @eibach-cv 👋 thanks for reaching out. Hey, @himanshurauthan @klloyd__1, have you tackled a similar project to what @eibach-cv is describing?

Thank you! — Jayce

Re: Check to see if a contact exists before creating

klloyd__1 — Fri, 23 Sep 2022 18:06:16 GMT

Thanks for the tag @Jaycee_Lewis !

@eibach-cv you'll want to make a call to the CRM Search Endpoint in the elif section of your code. I'm not sure exactly how it's set up in the Python API client, but if you were to do the API request from scratch the code would be:

import requests import json url = "https://api.hubapi.com/crm/v3/objects/contacts/search?hapikey=xxxxxxx" payload = json.dumps({ "filterGroups": [ { "filters": [ { "operator": "EQ", "propertyName": "email", "value": "sampleemail@gmail.com" } ] } ] }) headers = { 'Content-Type': 'application/json' } response = requests.request("POST", url, headers=headers, data=payload) print(response.text)

Assuming the request is formatted properly, you'll get a successful 200 response regardless of whether or not any contacts actually exist. So, you would need to look at the successful response of this request. The response will be empty if there are no results, and if there are results you'll be returned the Contact ID of the existing contact.

If the Contact already exists, you'd probably also want to update the Contact with any new values from the order (PATCH /crm/v3/objects/contacts/{contactId}), and then associate that Contact to their Deal record (PUT

/crm/v3/objects/contacts/{contactId}/associations/{toObjectType}/{toObjectId}/{associationType})

Let me know if this helps!

Re: Check to see if a contact exists before creating

himanshurauthan — Mon, 26 Sep 2022 07:15:49 GMT

Hello @Jaycee_Lewis and @eibach-cv,

So firstly, you have to hit the CRM Search Endpoint to check if the user already exists on HubSpot or not. If yes, then you can just create the association with the deal, and if not, then you have to create the contact first then, you can associate the deal.

This is the best way in which you resolve your threads.

Hope it will help you out.

Regards,