CRM Card - I could not able to see in contact page

[sb_dev]

Team,

I have created CRM Card with my Dev account with necessary changes. But I could not able to see that card into Contact page. 

I have followed below steps,

1. In Dev Account, I have created the CRM Card and then I have specified my application URL which will pass the below response to HubSpot.

{"results":[{"title":"API-22: APIs working too fast","description":"Customer reported that the APIs are just running too fast. This is causing a problem in that they're so happy."}]}​

• I have set Contacts as target type
• And then I have added two card properties - title & description

Now, I am looking for this card in contact page. Am I missing anything?

Right now, all these action I have performed through UI not API (It's not required now, will do it later). 

Thank you.

[dennisedson]

Hi @sb_dev ,

Thanks for submitting this.

I want to make sure I get the sequence correct

1. You created a Title and Description properties in the UI 
2. You then, via an API, created/updated a contact with values for these two new properties

You are now not seeing these additional property values within the contact card.

Could you do us a favor and add the API URL that you used (xxx out the hapikey if needed). 

When you made the request, did you receive a success message?  

Any additional info you can add will help us solve for you!

Thanks!

d

[sb_dev]

Thank you @dennisedson for the response.

I think for CRM Card, HubSpot will make the request for the given URL in Card settings. Right?

Also, I am not talking about Create/Update Contact with custom property. That I have already checked and its working fine with API call.

Please check below steps which I have followed for CRM Card, 

1. I have created new App (MyHubSpotApp) in developer account.
2. For this app, I have added Contacts object as a scopes.
3. Next, I have added CRM Card with below required settings,
   1. Added Data fetch URL and set Target record types to Contacts.
      
   2. Data fetch URL is right now returning two properties title and description. So, these two properties I have added to Card Properties.
4. And after that I am looking for the card with these details in Contact page

Possible cause of issue - I found that This app is not connected with my Test Account. And that might be causing the reported issue. So, I have also tried to install this App by these steps but I could not able to complete the installation.

I have downloaded this node solution and made necessary changes. But for that I am getting below error.

 > Error exchanging authorization_code for access token index.js:130 (node:13304) UnhandledPromiseRejectionWarning: TypeError: Cannot read property 'body' of undefined     at exchangeForTokens (..\SampleProject\HubSpot\oauth-quickstart-nodejs-master\oauth-quickstart-nodejs-master\index.js:131:34)     at process._tickCallback (internal/process/next_tick.js:68:7)

Please let me know if you need more details. 

Thank you.

[sb_dev · Accepted solution]

Team,

I could able to install the Application with my test account. I didn't check/fix the error which I was getting with this downloaded this node solution. 

I have tried to install the application with Postman. If anyone wants to install the app, please follow below steps in Developer Account.

1. Go to Application settings [URL - https://app.hubspot.com/developer/{portal_id}/application/{app_id}] & Auth Tab
2. Add any URL for redirect_uri. e.g. https://www.hubspot.com/
3. Copy the full URL and paste it into the browser
4. Perform necessary actions. e.g. Login -> Test Account Selection -> Grant access.
5. It will navigate you on redirect_uri with the code parameter.
6. In the next step, we need to make a POST request on https://api.hubapi.com/oauth/v1/token with the required parameters.
7. App will be installed with the Test account once we get a success response for the above API.

After installing the application I could able see the Card on the Contacts page.

Thank you.

[dennisedson]

@sb_dev , thank you for posting your solution!  This is a great help to the community!!