we have a scenario, we just upgraded to hubspot sales premium. We have leads collected from facebook and our app into hubspot, and we create deals and add various properties i.e., deal stage property to “demo scheduled”, “demo attended” or “demo not attended” etc.
We’d like to show this deals data in our app (written in angular and php/laravel) in our TeacherPartner (TP) dashboards, so TP will be able to see the all “demos scheduled” for them in the hubspot deals and also they can mark them attended or not attended.
I’d like to know the easiest way to implement this integration in our app, can I please know your thoughts?
Also I have gone through the api documentation and I can find “get all deals” api endpoint, effectively I’d like to fetch all the deals created over hubspot having “demo scheduled” only as per logged in TP. But I am unable to find any API endpoint for filter/search deals according to properties / columns..
Also there’s a webhooks api available for which I need to know how best I can use for our usecase scenario..
Also, usecase #2:
We want to integrate custom sms API provider i.e., http://bsms.its.com.pk into our hubspot so we can auto send sms to our contacts based on dealstage actions i.e., “lead contacted”, “demo scheduled”, “demo attended” or “demo not attended” etc. Is there any direct implementation or easy way available to integrate this in hubspot?
Also, what are requests rate limitations for APIs requests and webhooks etc?
1. For usecase 1, the best approach here is to use the HubSpot Get all deals API and you’re right on this. While currently there isn’t a way to search/filter the results based on a certain properties, you can include the dealstage property on the endpoint parameters so that the return data will include that particular property.
Upon gathering the data, your team can explore the method of using a for loop logic to loop through the results and filter deal with deal stage == demo scheduled.
Moving forward, instead of constantly pulling a bunch of deals and looping through, I’d suggest for you to look into HubSpot Webhooks API. The webhooks allows you to subscribe to events (such as when a dealstage change), so that you can receive notification and the request body contain fields such as the objectID. With the object id, your team can use this endpint Get a Deal API to retrieve information of that particular deal and push it into your TP dashboards.
Note: Check out the Webhooks API Overview for the two requirements needed when using the Webhook API.
1. For usecase #2, currently HubSpot doesn’t have an integration with the SMS provider bsms. These are some of the integrations that HubSpot has that is related to SMS: HubSpot Integrations & Application Marketplace. The best way here is to check in and see if bsms provide any endpoint to send sms. If they do, one possible way that I can think of at the top of my mind now is to continue with the steps I listed above for use case 1, so once we receive the webhook notification for a dealstage change to e.g. demo schedule > Trigger the bsms endpoint to send sms.
