Copy Contact Association Label to Contact Property

[DEstillero]

Hello,

I'd like to know if it is possible to get the string of the association label on a Contact that is associated with a deal. Then using that string to copy it over to a Contact property. 

I've got the below custom code where I'm able to get the Associated Contact's details however I'm unsure on how to get the Associated Contact's Association Label. I would then like to save that value onto a variable which I will use to copy onto the Contact property.

Any assistance on this would be great! 

hubspotClient.crm.deals.associationsApi.getAll(event.object.objectId, 'contacts').then((results) => {
let contactPromises = results.body.results.map(item => {
return hubspotClient.crm.contacts.basicApi.getById(item.id, ['hs_object_id', 'hs_buying_role', 'firstname', 'lastname', 'champion']).then(results => {
return results.body
})
})

Promise.all(contactPromises).then(resultsArray => {
console.log(resultsArray)


resultsArray.forEach(item => {
let buying_role = item.properties.hs_buying_role
console.log(buying_role)
let firstname = item.properties.firstname
console.log(firstname)
let lastname = item.properties.lastname
console.log(lastname)
})
})
})

[PamCotton · Accepted solution]

Hey @DEstillero, thank you for posting in our Community!

You can use the HubSpot API to retrieve the association label from a contact associated with a deal, and then update the contact property with that label.
 For example, start by using the deals.associationsApi.getAll method to get contacts associated with a deal. After you can retrieve the details and association label for each contact using contacts.basicApi.getById and deals.associationsApi.getAssociation. And update the contact property with the retrieved association label using contacts.basicApi.update

I hope this helps,

Kindly,

Pam

[RaymondThomas]

I think the approach is to use the crm.deals.associationsApi.getAll to get the association IDs then use the crm.deals.associationsApi.getById to get the association lable.

[PamCotton · Accepted solution]

Hey @DEstillero, thank you for posting in our Community!

You can use the HubSpot API to retrieve the association label from a contact associated with a deal, and then update the contact property with that label.
 For example, start by using the deals.associationsApi.getAll method to get contacts associated with a deal. After you can retrieve the details and association label for each contact using contacts.basicApi.getById and deals.associationsApi.getAssociation. And update the contact property with the retrieved association label using contacts.basicApi.update

I hope this helps,

Kindly,

Pam

[DEstillero]

Hi @PamCotton 

That make sense to me thank you! However, I'm unfamiliar with using deals.associationsApi.getAssociation, are you able to show me an example of where it is used?

Kind regards,

Dennis

[DavidVoigt · Accepted solution]

Hi @DEstillero happy to help you out!

For example,

const objectType = "DEAL";
const objectId = "your_deal_id";
const toObjectType = "CONTACT";
const after = undefined;
const limit = 500;

Then your API call looks like this:

const apiResponse = await hubspotClient.crm.associations.v4.basicApi.getPage(objectType, objectId, toObjectType, after, limit);

Which should return an array of results like this:

{
  "results": [    
    {
      "toObjectId": 25262191424,
      "associationTypes": [
        {
          "category": "USER_DEFINED",
          "typeId": 170,
          "label": "Decision Maker"
        },
        {
          "category": "HUBSPOT_DEFINED",
          "typeId": 3,
          "label": null
        }
      ]
    }
  ]
} 

 
It includes all contacts associated with the deal, including the flexible association type id and its label.

[DEstillero]

Great thanks David! Appreciate this and I will try it out!