APIs & Integrations

Baba70
Mitglied

Add information to Customer Portal

lösung

Hi,

my company works with B2C customers who want to renovate their accommodation with governmental programs, so a deal crosses several stages on several pipelines (signature of contract, waiting for the application approval, then planning for the installation..).

I am looking to create a Customer Portal for customers  to have a personal My Account page, where they can see the updated status of their deal pipelines (like application status, application accepted successfully, works on hold, etc), which they access after login, without submitting additional tickets.  With the current Customer Portal option, there only submitted tickets that are displayed. 
Could anyone share tips on how to do it or does it require API development beforehand?

Thanks.

 

0 Upvotes
1 Akzeptierte Lösung
ChehakWadhdwa
Lösung
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Add information to Customer Portal

lösung

hey @Baba70 

You can create the portal for your customers and then use the deal api's that are provided by hubspot to achieve the goal you want .

for reference deals api follow https://developers.hubspot.com/docs/api/crm/deals  and look for api's in endpoint tab

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
1 Antwort
ChehakWadhdwa
Lösung
Mitglied | Diamond Partner
Mitglied | Diamond Partner

Add information to Customer Portal

lösung

hey @Baba70 

You can create the portal for your customers and then use the deal api's that are provided by hubspot to achieve the goal you want .

for reference deals api follow https://developers.hubspot.com/docs/api/crm/deals  and look for api's in endpoint tab

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

0 Upvotes