CRM

Koomi
Member

API to query specific column in pieplie

SOLVE

Hello,

 

In our pipeline we would like to read all of the individual deals and their content but only of a specific column.

 

Is this possible with the API?

 

Screen Shot 2019-02-08 at 3.17.40 PM.pngScreen Shot 2019-02-08 at 3.17.31 PM.png

0 Upvotes
1 Accepted solution
Koomi
Solution
Member

API to query specific column in pieplie

SOLVE
0 Upvotes
6 Replies 6
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

API to query specific column in pieplie

SOLVE

Hi @Koomi 

 

Yes, you can access the Deal Information from the API.

 

There's the Deals API and CRM Pipelines (seems to lack some functionality) replaces the Deals Pipelines API.

 

...BUT...

 

It would be much easier to create a Filter (on your Deals page set to Table View) to show only the deals in Closed Won and set the columns to show exactly the information you want.

 

Does this do want you want or did I over simplify?

Mike

 

0 Upvotes
Koomi
Member

API to query specific column in pieplie

SOLVE

Thank you for the prompt reply Mike!

What we want to do is read that specific numerical field and tally up the number and display it in another application we have.

 

So is that possible with the APIs you suggested?

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

API to query specific column in pieplie

SOLVE

Thank you for the extra detail - yes, the API is the way to go.

 

We do the same for one of our clients. We built a custom dashboard that pulls all the information from HubSpot and displays it in a table with totals, sort by region, total by region, etc.

 

Have fun

Mike

0 Upvotes
Koomi
Member

API to query specific column in pieplie

SOLVE

But we only want to pull from one column. So that is possible correct?

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

API to query specific column in pieplie

SOLVE

Ummm... not that easy.

 

With the Deals API you can specifiy the Property (Column) you want.

 

But...

 

You're still going to have to process the Deals to filter out what you want, handle pagination (if you're dealing with more than 100 deals), filtering date ranges, etc.

 

So, you've got some fun and games ahead of you.

Mike

 

Koomi
Solution
Member

API to query specific column in pieplie

SOLVE

Thank you!

0 Upvotes