Find a resource with its ID in a quote template

Developer Support CMS Development
1

Hello,

Is it possible to find a custom object using its HubSpot ID in the quote builder?
This resource isn’t linked to my deal; I only have its ID.

I haven’t been able to find documentation on this.
Thanks in advance,

Thomas

2

Hey @TCarbuccia,

In HubSpot’s quote templates, directly fetching a custom object by its ID using HubL isn’t supported. HubL functions like crm_associations() are designed to retrieve associated records, not arbitrary ones by ID.

Hubspot Community Thread

Workarounds:

  1. Associate the Custom Object: Link the custom object to the deal or quote so it becomes accessible via crm_associations().
  2. Use CRM Cards or UI Extensions: For more advanced needs, consider building a CRM card or UI extension that fetches and displays the custom object data using HubSpot’s APIs. ( Accounts Dashboard | HubSpot & Accounts Dashboard | HubSpot )
  3. Pre-fetch and Store Data: If the custom object data is known beforehand, you might store necessary details in a custom property on the quote or deal, making it accessible in the template.

For further details on quote template variables and customization, refer to HubSpot’s developer documentation.

Regards,

Kosala

3

Hello,
I kind of suspected as much.
I’m going to try the workarounds you shared.
Thanks for your help!