CRM

ngehring
Participant

Associate custom object to order

I have a custom object called membership. I can associate the custom object to orders via the HubSpot API. I can view those associations in the API.

 

However, I cannot display my custom object's associated order inside the view for my custom object in the CRM. It does not show as an option in the right column or as a card I can add in the middle column. Is this possible?

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2 Replies 2
PamCotton
Community Manager
Community Manager

Associate custom object to order

Hey @ngehring, thank you for posting in our Community!

 

You can create custom views within HubSpot's CRM to display the associated orders alongside your custom object data. You can filter and organize these views based on your requirements. Also, utilize custom modules to design and display the associated orders within your custom object's view. This might involve some development work to create a module that fetches and presents the associated order data.

 

I hope this information helps, @Anton and @TomM2 any other recommendations for the @ngehring matter?

 

Thank you,

 

Pam

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ngehring
Participant

Associate custom object to order

Hi @PamCotton . Thank you! I had considered that, but the form of custom CRM cards I looked at initially require enterprise sales or service hubs, which we do not have. (https://developers.hubspot.com/docs/platform/crm-development-tools-overview)

 

But, searching again, maybe we can take advantage of this form of a custom CRM card? (https://developers.hubspot.com/docs/api/crm/extensions/crm-cards) What we want to do is pretty simple: show the associated order information with custom membership object.

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