Get all deals from a company and associate them (deals) to a contact

FMontenegro — Thu, 20 Apr 2023 14:10:26 GMT

Hello. I am still very new to HubSpot/HubL development and I am struggling to achieve something that I believe should be quite easy (I just can't find it in the docs).

What I need is to get all Deals from a Company so that I can then Associate these Deals to a/some Contact(s).

I'm using HubSpot Client V8 and Node.js 16.x.

Company-based WorkFlow (Custom Code).

Done so far:

1. Check if there is a value for 4 properties (emails) and for each:

1.1 If there's no email value, do nothing.

1.2 If there's an email value, check if exists a Contact with that email

1.2.1 If there is a Contact, do nothing

1.2.2 If not, (a) create a Contact with that email and (b) associate this Contact to the Company

This is what I need:

Given the company Id ('hs_object_id'), get all the Deals associated with it and associate all these Deals to each of the Contacts that were just created.

This is basically the last thing I do, currently:

const createContact = await hubspotClient.crm.contacts.basicApi.create(SimplePublicObjectInputForCreate);

This is inside my try/catch. Of course, the code is doing a few other things, but the explanation would become way too long.

For now, I just want to get the Deals and associated with the "createContact" line above.

I believe the Deals could be provided while creating the Contact?

const SimplePublicObjectInputForCreate = { properties, associations: [ // HERE ] };

I hope this made sense.

Thank you in advance!

Re: Get all deals from a company and associate them (deals) to a contact

HunorSZ — Thu, 20 Apr 2023 17:02:48 GMT

Hi!

First of all you need to use the /crm/v3/objects/companies/{companyId} endpoint, where you provide the companyId and provide the deal as value for the associations param, like this:

const companyId = "123456789"; const properties = []; const propertiesWithHistory = undefined; const associations = ["deal"]; const archived = false; const idProperty = undefined; const apiResponse = await hubspotClient.crm.companies.basicApi.getById(companyId, properties, propertiesWithHistory, associations, archived, idProperty);

Response:

{ "id": "123456789", "properties": { "createdate": "...", "domain": "xyz.com", "hs_lastmodifieddate": "...", "hs_object_id": "123456789", "name": "xzy" }, "createdAt": "...", "updatedAt": "...", "archived": false, "associations": { "deals": { "results": [ { "id": "987654321", "type": "company_to_deal" } ] } } }

Now you have all the deal ids connected to the company.

After this, you will add these deal ids to the request when you create the contact via /crm/v3/objects/contacts:

You find some documentation here why the associationTypeId is equal to 4.

Hope this helps,

Hunor

topic Re: Get all deals from a company and associate them (deals) to a contact in APIs & Integrations

Get all deals from a company and associate them (deals) to a contact

Re: Get all deals from a company and associate them (deals) to a contact