Retrieve Mapping of Deal Stages to Dependent Properties in HubSpot

[RajatVerma47]

We require access to a mapping of deal stages to their respective properties within HubSpot. Specifically, when a deal transitions to a new stage, we need to fetch the corresponding properties that should be filled out for that stage. This mapping will allow us to ensure that only the relevant fields are displayed based on the current deal stage.

Requirements:
1. Retrieve a list of all deal stages along with their associated properties.
2. Provide the mapping in a format that allows us to dynamically fetch and display the required fields based on the selected deal stage.

Priority: Medium

Expected Outcome:
Access to this mapping data will enable us to tailor the property fields based on the deal’s stage, streamlining the data entry process and ensuring relevant information is collected accurately.

[HMir]

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@RajatVerma47 wrote:

We require access to a mapping of deal stages to their respective properties within HubSpot. Specifically, when a deal transitions to a new stage, we need to fetch the corresponding properties that should be filled out for that stage. This mapping will allow us to ensure that only the relevant fields are displayed based on the current deal stage.

Requirements:
1. Retrieve a list of all deal stages along with their associated properties.
2. Provide the mapping in a format that allows us to dynamically fetch and display the required fields based on the selected deal stage.

Priority: Medium

Expected Outcome:
Access to this mapping data will enable us to tailor the property fields based on the deal’s stage, streamlining the data entry process and ensuring relevant information is collected accurately.

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Start by using HubSpot’s API to fetch a list of deal stages, which will provide the identifiers for each stage within the pipeline. However, since HubSpot doesn't directly link specific properties to deal stages, you may need to create a custom mapping.

One approach is to build a list or database where each deal stage is manually associated with its relevant properties. This custom mapping allows you to specify which fields need to be filled out at each stage, ensuring that only the necessary data fields are displayed based on the deal’s progress. Whenever a deal transitions to a new stage, your system can reference this mapping to dynamically show the required fields. This setup can streamline data entry, making it easier for users to input only the relevant information at each stage, improving both efficiency and data accuracy.

[RajatVerma47]

I am looking for an API solution to retrieve property mappings for each deal stage so that our application can dynamically reflect the same fields users see in HubSpot as they progress through the pipeline. Without this capability, we would need to implement a custom mapping system in our own database. However, this approach introduces a risk of discrepancies, as any updates to mappings within HubSpot would need to be manually mirrored in our app to stay synchronized.

Is there any existing API feature or planned enhancement that would allow us to programmatically retrieve or sync deal stage property mappings from HubSpot? This would greatly simplify the process, helping us maintain consistency and reducing redundant configuration efforts for our users.

[FarioConsulting · Accepted solution]

Hi Rajat,
You could customize each stage individually in HubSpot's Deals settings under Objects > Deals.
Also you coould navigate through each deal stage within your pipeline, using the Conditional Stage Properties column to select the necessary properties that should be filled out for transitioning into that specific stage

[RajatVerma47]

Hi,

requirement is to retrieve the mapping data programmatically using a HubSpot API. We need to access the dealStage and its corresponding properties dynamically so that we can use this information within our integrated app.

Could you please provide details on an API endpoint or method that allows us to pull this mapping data? This would help us display the relevant properties for each dealStage within our application automatically, enhancing our user workflow.

Thank you in advance for your assistance!