Put a Contact into a Sales Pipeline at a Custom Stage

[BDavis87]

I am working to add a Contact to the CRM, and then associate that user to the a Pipeline, at an advanced Stage within the Pipeline.

I have tried successfully created a Contact using 

    https://api.hubapi.com/crm/v3/objects/contacts

and using

   https://api.hubapi.com/contacts/v1/contact/

I get the Pipeline Deal Stages using

    https://api.hubapi.com/crm/v3/pipelines/deals

Within the Deals pipeline, there are is a list of Stages, I want to associated that created user to a custom stage within the deal pipeline.

I attempted to use assocations

https://api.hubapi.com/crm-associations/v1/associations

{

     "fromObjectId": {CREATED USER ID},

     "toObjectId": {CUSTOM STAGE},

      "category": "HUBSPOT_DEFINED",

      "definitionId": 4

}

Per documentation this should allow for associating a Contact to a DEAL, but not a STAGE within a Pipeline.

How to associate a Contact to a Pipeline custom Stage using the APIs?

[Jaycee_Lewis]

Hi, @BDavis87 👋 Question to help clarify things. Are you asking how to associate a Contact to a Deal Pipeline and Stage without an associated deal? Or a Contact who has a deal, but associate the Contact but not its deal to a Deal Pipeline and Stage?

I ask because we can associate a Deal to a Deal Pipeline. But we cannot Associate a Contact to a Deal pipeline directly. That would happen via its associated deal. 

Thanks for the additional information. — Jaycee

[BDavis87]

Hey Jaycee,

"Are you asking how to associate a Contact to a Deal Pipeline and Stage withoutan associated deal? ". 

Correct, there is no Deal, just creating a new contact, and need to assign them to a Pipeline to be worked.

I have been given a default Deal pipeline with 10 stages.  I would like to create a Contact and associate it with the 4th stage of the Deal Pipeline.

What I have been told is there is a default pipeline that all potential contacts go into, and they are moved thru the pipeline.  There are now some special contacts that need to jump steps.

Should I instead get a special Deal with a new Deal Pipeline built?  Then create new Contacts to that "new" Deal?

Am I making sense?

Thanks.

--Brock

[BDavis87 · Accepted solution]

What needs to happen

1. Create a Deal

2. Create a Contact 

3. Add the Contact to the Deal

4. Associate the Deal to the Stage within the Pipeline.

I was missing the 'create' the deal.

--Brock