Using private app to retrieve each deal stage and time

AdamReed51 — Thu, 21 Sep 2023 19:46:08 GMT

I'm looking to retrieve a list of all deals and understand each deal stage (e.g. appointment scheduled, kickoff scheduled,... closed won/lost) and the date each transition happened. I have a list of 5k deals I need to pull this data for so the API seems to be the best solution. For example I need to understand:

Deal 123
1. Appt scheduled == 09/09/2023
2. Kickoff scheduled == 09/15/2023
3. Closed Lost == 09/16/2023
Deal 456
1. Appt scheuled == 09/09/2023
2. ...
3. Decision Maker Bought in == 09/20/2023

I've found a few similar type of requests but was unable to get this to pull the data correctly - ideally I'd like to make a single request per deal ID, grab the relevant data and loop through each deal_id.

I've created a private app with the following scopes:

crm.schemas.deals.read
crm.objects.deals.read
timeline

After doing some searching what seems should have what I need is the endpoint:

https://api.hubapi.com/engagements/v1/engagements/associated/deal/{deal_id}/paged?include=metadata

The problem is while I can get a 200 response, the data is always empty:

{

"results": [],

"hasMore": false,

"offset": 0

}

Can you anyone guide me to an endpoint that would provide me with what I need?

Thanks

Re: Using private app to retrieve each deal stage and time

AdamReed51 — Thu, 21 Sep 2023 20:37:20 GMT

Looks like I got it using https://api.hubapi.com/crm/v3/objects/deals/{dealId}?propertiesWithHistory=dealstage

This returns each stage ID insetad of name but it does give timestamps for each stage change so it's just a matter of converting the IDs to names for reporting purposes

topic Using private app to retrieve each deal stage and time in APIs & Integrations

Using private app to retrieve each deal stage and time

Re: Using private app to retrieve each deal stage and time