topic Re: Add timeline activity to new deals in APIs & Integrations

Add timeline activity to new deals

DBurke3 — Fri, 11 Aug 2023 09:55:36 GMT

Hi all,

One of the options that is available to users in Hubspot when they create a new deal via the UI is to add timeline activity to a deal from associated Contacts and Companies:

However, I’m struggling to see a corresponding option when creating a deal via the API. What my current logic does is this:

Create the deal via the API
Associate the created deal with my company in Hubspot
Iterate over all contacts on the company and associate each contact with the deal

The option to include timeline activity does not seem to exist when creating this association, like it does in the UI above. Does anyone know how I can add that timeline activity via the API?

Thanks,

Darren

Re: Add timeline activity to new deals

coldrickjack — Fri, 11 Aug 2023 10:18:12 GMT

Hey @DBurke3,

If you are doing this via the API the process is a little bit more invovled unfortunately. What you need to do is use the CRM Engagement Endpoints to retrieve all of the "Notes", "Meetings" , "Tasks" and "Emails" from the contact record and then update the associations of those objects to reflect on the Deal in question.

Re: Add timeline activity to new deals

DBurke3 — Fri, 11 Aug 2023 10:23:59 GMT

Hi @coldrickjack,

Thanks for the very quick reply and suggested solution!

Let me give that a go and see if I can come up with a nice implementation to do that.

Cheers,

Darren

Re: Add timeline activity to new deals

DBurke3 — Mon, 14 Aug 2023 08:37:44 GMT

Thanks @coldrickjack for the suggestion which worked. For the benefit of others, here's the implementation that worked for me:

def associate_deal_to_hs_engagements(self, hubspot_company_id: str😞
   # first associate any engagements from the company
   self.associate_engagements_to_deal(hubspot_client.engagements.get_associated("COMPANY", hubspot_company_id))

   # now associate any engagements for the contacts
   contact_ids = hubspot_client.crm_associations.get_company_to_contacts(hubspot_company_id)
   for contact_id in contact_ids:
      self.associate_engagements_to_deal(hubspot_client.engagements.get_associated("CONTACT", contact_id))

def associate_engagements_to_deal(self, engagements😞
   for engagement in engagements:
   hubspot_client.crm_associations.create(engagement["engagement"]["id"], self.id, Definitions.ENGAGEMENT_TO_DEAL)

Re: Add timeline activity to new deals

coldrickjack — Mon, 14 Aug 2023 10:02:19 GMT

Glad to hear you got it working @DBurke3 and thanks for sharing the code above!