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mzebib68
Top Contributor

owner info vs ID

SOLVE

I'm trying to create a custom field concatenating the deal owner value bu it doesn't work.

 

using CONCAT([Deal owner], " test") -> it returns the owner ID instead of the name (ie. joe smith)

using LABEL([Deal owner]) -> even if the formula seems ok my dataset is empty....

 

any idea on how to get the owner value instead of the ID?

thanks

1 Accepted solution
Syeda_Fatima
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

owner info vs ID

SOLVE

Hey @mzebib68 

 

I would suggest, use the HubSpot API to query the owner information based on the owner ID.
The endpoints for the Contacts, Companies, and Deals APIs can be used to make this request.

 

Let's suppose if you have the ID of the deal owner, you will have to make a GET request to the Deals API endpoint with the filter parameter to get the information about the deal owner.

Like, the following request will return the information about the deal owner with the ID of 12345:

 

GET https://api.hubapi.com/deals/v1/deal/12345?hapikey=YOUR_HAPI_KEY&properties=dealownerid

 

You should receive a response with the owner information, such as the owner name, email, and other details.

 

You can then use this information to create the custom HubSpot field that you need.

 

Hope this helps.

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1 Reply 1
Syeda_Fatima
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

owner info vs ID

SOLVE

Hey @mzebib68 

 

I would suggest, use the HubSpot API to query the owner information based on the owner ID.
The endpoints for the Contacts, Companies, and Deals APIs can be used to make this request.

 

Let's suppose if you have the ID of the deal owner, you will have to make a GET request to the Deals API endpoint with the filter parameter to get the information about the deal owner.

Like, the following request will return the information about the deal owner with the ID of 12345:

 

GET https://api.hubapi.com/deals/v1/deal/12345?hapikey=YOUR_HAPI_KEY&properties=dealownerid

 

You should receive a response with the owner information, such as the owner name, email, and other details.

 

You can then use this information to create the custom HubSpot field that you need.

 

Hope this helps.

0 Upvotes