Retrieving and storing meeting/call types against Engagements

jamesgraham
Member

How do we get a list of these, and assign them to an Engagement?

0 Upvotes
10 Replies 10
Derek_Gervais
HubSpot Employee

Hi @jimig,

It's not currently possible to pull a portal's call/meeting types. If you know the values, you can include them when creating an engagement, however. Using the example JSON from the Developer Docs & adding an {{activityType}} field:

{
    "engagement": {
        "active": true,
        "ownerId": 1,
        "type": "CALL",
        "timestamp": 1409172644778,
        "activityType": "Example Activity Type"
    },
    "associations": {
        "contactIds": [2],
        "companyIds": [ ],
        "dealIds": [ ],
        "ownerIds": [ ]
    },
    "metadata": {
        "body": "Example engagement with a custom type",
        "disposition":"b2cf5968-551e-4856-9783-52b3da59a7d0"
    }
} 
0 Upvotes
jamesgraham
Member

Hi Derek, is there any update on this?

I know we can add them but it is key to be able to discover them!

If we pass an invalid value, does the API respond with failure?

0 Upvotes
jamesgraham
Member

Thanks @Derek_Gervais!

Are there any plans to expose those? Otherwise we need to maintain a copy of that list which can easily go out of sync.

0 Upvotes
Derek_Gervais
HubSpot Employee

Hi @jimig,

There's a new endpoint for pulling call dispositions:

Get call engagement dispositions

GET /calling/v1/dispositions - Get the possible dispositions for sales calls.

But it's still not possible to pull meeting types at this time.

0 Upvotes
jamesgraham
Member

Thanks, is there any chance this will ever be available?

0 Upvotes
pherris
Member

I finally tracked down the API endpoint for this data by watching the browser console from the HubSpot admin pages:

/engagements/v1/activity-types

This isn't documented though so YMMV.

Derek_Gervais
HubSpot Employee

Hi @jimig,

It's certainly possible; I'm not aware of any plans to implement this in the near term, but that doesn't mean it's never going to happen. If you have the inclination, I would encourage you to check out the Ideas Forum on the HubSpot Community. That's the best place for product feedback/ideas, as it's monitored closely by the product team.

Regarding the endpoint @pherris discovered; as he said, since that's not documented it's not officially supported, and is subject to be changed/deprecated at any time. I'd avoid building anything that heavily depends on that endpoint, in case there are any unannounced breaking changes.

JustCall_Tech
Member

[quote="pherris, post:7, topic:9641"]
engagements/v1/activity-types
[/quote]

Hey @pherris,

Thanks for discovering this endpoint :stuck_out_tongue:

Were you able to create new activity types here? My product requires me to create call and meeting types for better reporting.

@Derek_Gervais any updates here regarding this API endpoint? Any plans of launching this soon?

 

OlaCarlander
Participant

Plus one for the need for call types against Engagements, I would need to filter on the call type to see how many of a certain kind we have (grouped by team or deal, but that can be fixed at a later state). 

As of now we have to create a report, export it, loose all non latin letters, try to match by name to the keys in our global BI solution at the import.. well you get the problem)

FB1
Participant

Hello @Derek_Gervais

Any plan to support endpoints to list activity types in the new API version please

Have a good day

0 Upvotes