CRM Card for Deal - Send Company/Contact Associations as Properties
SOLVEHello there!
I am building a CRM card for deal records. I am looking for a way to have the company name and contact name, listed as associations on the deal record, to be sent with the fetch url as appended properties. I cannot find these options in the CRM Card builder nor anywhere in the docs. I am assuming this is not possible, but hopeful that someone has found some sort of workaround? Can I manually type the correct syntax in the properties list?
Something along these lines? This specific wording does not work, but maybe it's something similar? I have also tried typing "company.name", but that did not work either.
1 Accepted solution
CRM Card for Deal - Send Company/Contact Associations as Properties
SOLVEHello @cacooley
I don't think that this is possible. Here's a workaround:
1. create a deal property Associated contact. Associated company
2. Get these associations with the API and post them to those two properties
3. Select those properties in the screenshot you have above
Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!
CRM Card for Deal - Send Company/Contact Associations as Properties
SOLVEHello @cacooley
I don't think that this is possible. Here's a workaround:
1. create a deal property Associated contact. Associated company
2. Get these associations with the API and post them to those two properties
3. Select those properties in the screenshot you have above
Don't forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!
