I am looking at using the CRM API to get information about Quotes from Deals that have been set to Closed and Won. From the documentation it seems like in order to get all the information around a quote I will need to make a decent number of web service calls. I am looking for a way to get more information out of less calls
Currently it would be like:
- Get Deals that are closed won
- Get associated quotes for each deal
- Get quote details
- Get companies associated with a quote
- Get contacts associated with a quote
- Get line_items associated with a quote
- Get company details
- Get contacts details
- Get line_items details
I may be missing something, but that just seems like overkill to get 1 quote
Hi @matthewlewis,
Thanks for reaching out!
I’ll add some subject-matter experts to our conversation to get their input on using fewer API calls to get full details on quotes.
Do you have any thoughts on how @matthewlewis could use fewer API calls to get full details on quotes for deals set to Closed and Won? @RMones, @miljkovicmisa, @tjoyce @himanshurauthan, @JBeatty
Thanks!
First of all, a very happy new year @kvlschaefer and @matthewlewis.
Hope you are doing good.
So I went through your query and I guess I have something for you. So what we can do is we have our plugin ‘HubSpot for Woocommerce’ which syncs all data between Woocommerce and HubSpot.
So what we can do is, my team will modify our plugin to match your requirements i.e. we will sync all the quotes as deals over HubSpot with requested details.
Please connect with us if you like the idea.
https://makewebbetter.com/contact-us/
Best Regards,