Get a specific deal associated contact in quotes by Its associated label

[simosanfilippo]

Hello everyone!

I'm trying to get a deal associated contact by Its associated label in a quote.

If I use the hubl 'crm_associations' function in a module with hardcoded values I can see the result in the module preview, but when I use the module in a quote template no result is shown.

This is because of a restriction specified in the documentation:

'Please note: for security purposes, of the HubSpot standard object types only the product, and marketing_event objects can be retrieved on a publicly accessible page. Any other standard object type must be hosted on a page which is either password protected or requires a CMS Membership login.  Custom objects do not have this same restriction.'

(Note that contact and deal are both default objects and the quote is not a password protected page)

If I use personalization tokens, and more than one contact is associated to the deal, only one contact info is shown (and there is no way to specify which I want to be shown):

Apparently in this case the first associated contact is shown.

By default, in a quote base.html file, some variables are set:

{% set DEAL = ASSOCIATED_OBJECTS.deal %}

In deal associated objects not all contact infos are stored (for example the associated label), so I can't get those infos from that variable.

So, is there any way to print a specific deal associated contact infos by Its associated label?

Hope someone can help,

Simone

[simosanfilippo]

Hi Jaycee, 

you correctly understood the needed steps!

It would be great if we could declare an hubl variable (as we already do for other custom objects) so in the quote editor, I can use those variables in this way in the rich text module: {{ variableName.propertyName }}.

We also considered making an API call to retrieve those infos but we would need a serverless function to avoid having the private app token on the client.

Even having a lambda function, could I set an hubl variable with the value returned by the API call?

We need to have an hubl variable, so our customer can use It wherever he wants.

Thanks a lot - Simone 

[Jaycee_Lewis]

Hey, @simosanfilippo 👋 Thanks for your question.

I'd like to invite the community into the conversation — hey, @Kevin-C @SJaeger @piersg would this be a good fit for a serverless function? I feel like I understand the needed steps, but not the execution:

• get all associated contacts for the given deal ID
• get detailed information for each contact, and identify the contact with the required associated label
• call the function from the quote template to get the required information

Do you have any thoughts on other workarounds? 

Thank you very much for taking a look! — Jaycee