topic Re: Association between companies contacts and deals in APIs & Integrations

Association between companies contacts and deals

BPegenaute — Fri, 25 Nov 2022 16:03:34 GMT

Hi,

Ee're creating a private app to exchange data from our database to HS and we're trying to create custom relations between companies and contacts.

I have studied the documentation on association labels, but it seems it does not serve my purpose. From our database, we're injecting data to a new property we created in HS called company_id which is the same for the company and all the employees (contacts) working there.

I can't figure out how to instruct HS to look for that data point and use it to relate contacts to companies (and later on, to deals), is that something possible?

Thanks

Re: Association between companies contacts and deals

Jaycee_Lewis — Wed, 30 Nov 2022 17:23:52 GMT

Hi, @BPegenaute 👋 Thanks for reaching out! To confirm, you are not missing a documented option.

Hey, @ChrisoKlepke @weiliang_lee, do you have any thoughts on workarounds or other ways @BPegenaute might think about this project?

Best,

Jaycee

Re: Association between companies contacts and deals

BPegenaute — Wed, 30 Nov 2022 17:42:58 GMT

Hi there

Thanks for your answer

We found a way around by injecting HS's tracking code into our SPA, but now we're facing a different issue as all forms are reconverting data from the original contact created and associated to the record.

Thanks tho

Re: Association between companies contacts and deals

weiliang_lee — Thu, 01 Dec 2022 03:43:13 GMT

Hi @Jaycee_Lewis thanks for the tag, definitely can chime in on this.

@BPegenaute could you help me understand this a little more:

I'm assuming your system has means to push data into HS whenever you catch a chang. You have already created this custom property in your Contact and Company objects (called "company_id"), and successfully update them whenever you catch a change in your database.

And your missing piece is, how to associate them right? Aside from what Jaycee provided (which is the association bit), I'm guessing that you want to do a search of contacts by that company_id right? If so, you can use this endpoint - https://developers.hubspot.com/docs/api/crm/search

From here you can do a filter of the property name, and then do a batch association to it.

Is this what you're looking for?

Cheers