Find a resource with its ID in a quote template

[TCarbuccia]

Hello,

Is it possible to find a custom object using its HubSpot ID in the quote builder?

This resource isn't linked to my deal; I only have its ID.

I haven't been able  to find documentation on this.

Thanks in advance,

Thomas

[kosalaindrasiri · Accepted solution]

Hey @TCarbuccia,

In HubSpot's quote templates, directly fetching a custom object by its ID using HubL isn't supported. HubL functions like crm_associations() are designed to retrieve associated records, not arbitrary ones by ID.

Hubspot Community Thread

Workarounds:

1. Associate the Custom Object: Link the custom object to the deal or quote so it becomes accessible via crm_associations().
2. Use CRM Cards or UI Extensions: For more advanced needs, consider building a CRM card or UI extension that fetches and displays the custom object data using HubSpot's APIs. ( https://developers.hubspot.com/docs/guides/api/crm/commerce/quotes & https://developers.hubspot.com/docs/guides/api/crm/extensions/crm-cards )
3. Pre-fetch and Store Data: If the custom object data is known beforehand, you might store necessary details in a custom property on the quote or deal, making it accessible in the template.

For further details on quote template variables and customization, refer to HubSpot's developer documentation.

Regards,

Kosala

[TCarbuccia]

Hello,

I kind of suspected as much.

I'm going to try the workarounds you shared.

Thanks for your help!