CRM

Hey @PamCotton , Thanks for your response it is really helpfull. I found this API endpoint https://api.hubapi.com/crm/v4/associations/{fromObjectType}/{toObjectType}/batch/read for associtaion of contacts. But my further question is in this...

From which API i can find primary company associated with contact?

We are integrating 3CX but primarily using the mobile app. We want to ensure that calls made through 3CX are recorded in HubSpot. Although we're familiar with the 3CX desktop app, our team mainly uses the mobile app. Can someone assist with this?

Hi there, I'm looking to create a 404 page. Am I able to create an template that I can then build using modules (similar to webpages and landing pages) where myslef or a team member can drag and drop? I found this page which shows how I can set ...

I have different clients and different contractors are assigned to each clients. I s there a place to load my contractors' names where I can match them with accounts to be worked on? I need to be able to have some sort of table/matrix where I...

I'm having an error on both Chrome and Edge where when I attempt to email a contact by going under CRM > Contacts > Preview (seen by hovering over the contact name) > email, it saves the last thing I typed in the email text box. Every emai...

Hello everyone, I have an email inbox in Conversations, by default, the new email thread will be associated with the sender's contact email but I don't want to work this way. I can observed there is a way to disassociate the contact from the...

I want to set custom headers per each request. for example, i want to traceId for request const hubspotClient = new Client({ accessToken: 'accessToken' }); hubspotClient.crm.deals.basicApi.getById(dealId, { headers: { 'x-request-id': u...

Hello, I want to use OAuth and according to the documentation, for that I need "Client ID" and "Client seceret". I have the "Client secret", however, the "Client ID" doesn't appear. I added screenshots for how my app looks versus how it looks ...

Does anyone know how to with API reach the shipping address that is stored from Payment link and that address is related to the line item. I am trying to show in a container the line item for the user logged in and the shipping address related to t...

Hey community, Need to Know if we can replicate the product and line item features for tickets as well, just like we use it for deals. even if there is any work around for the same. Thanks and regards Pranav Pandhi

i have a large amount of deals that i'm tracking and i try to always have at least one task assigned to a deal at all times. Many times these tasks are not comnpleted on the due date. I want to be able to look at the list view and sort deals by ta...