Ok so if i get it right its about enrich deals data with other objects data right?
If yes. is it a one time job or one time job + continue time bases?
You can do this within HubSpot. ( most of the job)
You can do this by many different ways.
For example. You can just ;
create the properties you want in DEALS from Contacts, Companies etc..
Create a propertie in DEALS Bolean like "allpropertiesknow" or name it as you want.
Create a WF . Trigger IF new properties in DEALS are empty. Action Copy from Contacts,Companies,etc to DEALS new propertie with IF UNKOWN ( this means empty with no data). ACTIVATE TRIGGER and ENROLL previous.
CONTINUATION OF THE WF. IF all properties you need are known ( with info). and mark TRUE "allpropertiesknow".
IF YOU HAVE OPERATIONAL PROFESSIONAL YOU CAN TRIGGER WEBHOOK
IF NOT TWO OPTIONS
CREATE A HUBSPOT APP AND CREATE A WEBHOOK TRIGGER FOR CHANGE IN THE "allpropertiesknow" DEAL PROPERTY. from here you can send it to the endpoint you wisht to.
USE HUBSPOT API with cron to REQUEST last DEALS with allpropertiesknow know it. and refine it with a timestamp in order to eliminate potencial duplicates.
Ok so if i get it right its about enrich deals data with other objects data right?
If yes. is it a one time job or one time job + continue time bases?
You can do this within HubSpot. ( most of the job)
You can do this by many different ways.
For example. You can just ;
create the properties you want in DEALS from Contacts, Companies etc..
Create a propertie in DEALS Bolean like "allpropertiesknow" or name it as you want.
Create a WF . Trigger IF new properties in DEALS are empty. Action Copy from Contacts,Companies,etc to DEALS new propertie with IF UNKOWN ( this means empty with no data). ACTIVATE TRIGGER and ENROLL previous.
CONTINUATION OF THE WF. IF all properties you need are known ( with info). and mark TRUE "allpropertiesknow".
IF YOU HAVE OPERATIONAL PROFESSIONAL YOU CAN TRIGGER WEBHOOK
IF NOT TWO OPTIONS
CREATE A HUBSPOT APP AND CREATE A WEBHOOK TRIGGER FOR CHANGE IN THE "allpropertiesknow" DEAL PROPERTY. from here you can send it to the endpoint you wisht to.
USE HUBSPOT API with cron to REQUEST last DEALS with allpropertiesknow know it. and refine it with a timestamp in order to eliminate potencial duplicates.
jul 26, 20226:16 AM - editado jul 26, 20226:18 AM
Participante
Getting complete deals data with fewer calls
resolver
Hi @jpsanchez that's erally interesting, I was seeing it only from API side.
Just to better understand, say I want insert in a deal the company and the owner. I have the couple dealID-CompanyID inside deal associations.
I create a propery in deeals "Company_record".
Then how couls I fill it with action copy? I mean how could I tell Hubspot "go into associations, get the company associated with this deal and copy the record in company_record field?
Moreover, I have searched inside property types, and I can't find a "company" type (whilst there is an user type). So how could I save Company data inside the deal?
I have sales enterprise, so I can definitely trigger the webhook from a WF.
Hi, @AMoscato! To confirm, you are correct that this will require multiple calls. Let's see if our community has any feedback on ways you can be more efficient when making those requests — @jpsanchez@Oezcan@RMones do you have any insight you can share with @AMoscato?