Let me re-describe my needs.
We want to add a new crm card using the develop account, which shows the user’s name, chat type, last message time, etc. (there may be other information later).
At present, we have completed the configuration of contacts record by using Development Account.
The specific displayed data is found out according to the passed parameters firstname, lastname and associatedObjectId, as long as there is associatedObjectId,We can get some information about this contact in our database.
Now we want to show this new crm card on companies, deals and tickets record, but because these pages can’t get the associatedObjectId of contact, we can’t construct contact information. For these records,Contacts was associated on the page later, and there were no properties available when configuring properties on the development account.
Based on the above problems, there are now two schemes.
Option 1:
Contact information is obtained through api call, and companies record is obtained through the interface of https://api.hubapi.com/companies/v2/companies/:CompanyID/contacts, and all the contacts associated with the company are returned.
Deals record is obtained through the interface of Accounts Dashboard | HubSpot, and the response contains associatedVids.
But tickets record doesn’t seem to have a related interface. I didn’t find it. How to deal with this?
Option 2:
The way you give to use workflow, but the workflow is created under the user account, and the development account cannot be created. It is impossible for every user to create a workflow. What we hope is to use the development account to do some public configuration.
Users who have installed our app can use it directly,show these contacts data
We still prefer the first option, and hope you can help us solve this problem, or there are other better options for this demand. I wonder if there are other users who have similar needs and how to achieve them.
If the implementation is complicated, please explain it in detail and add more pictures and videos. Thank you so much!