how to get properties about contacts on companies record

[VElle]

hello

i created a new crm card,the card appear on Contacts,Companies,Deals and Tickets.on Contacts record,i could use firstname and associatedObjectId properties，but on Companies record , i could not choose some  properties about contacs info,how can i choose some  properties about contacs, then i can handle contacs detail info in my  python code.

What I want to achieve is that I associate a contact on the companies/deals/tickets  record and show the contact information on the new  crm card.

by now,contacts could show on contacts record

How can I achieve the effect of the following picture?

What properties should I bring or what configuration should I add so that I can get contact information on the company record?

achievenew crm card

[VElle · Accepted solution]

question1:

Now I want to get contact information through api call. For example, through the https://api.hubapi.com/companies/v2/companies/:CompanyID/contacts interface, the contacts associated with companies can be obtained. The contacts associated with deals can be obtained through the interface of https://developers.hubspot.com/beta-docs/reference/API/CRM/Objects/Deals/V1. Is it feasible to construct a response in python code according to the information of the contacts? At present, there is still a problem. There are no tickets. I haven't found any related interfaces. Which interface can get the contact information associated with Ticks?

question2:

At first, the developer account was not set with crm.objects.companies.read, crm.schemas.companies.read, tickets, crm.objects.deals.read, crm.schemas.deals.read, but only with crm.objects.contacts.read, Crm.objects.contacts.write. Later, I used the develop account to add these scopes under the app, but when testing on the web page, I always get an error prompt. Why? Isn't the required scopes already set? Why do I still prompt for the lack of scopes?

Is it because I need to reset something after adding scopes? The access token used in the interface is directly obtained from our system waplus, and associating the contact with hubspot will bring the access token.

question3:

Several scopes have been added, and the user will report an error directly when accessing them, prompting "No permission, you need to contact developer". How can you prompt the user to re-authorize?

[VElle]

Let me re-describe my needs.
We want to add a new crm card using the develop account, which shows the user's name, chat type, last message time, etc. (there may be other information later).
At present, we have completed the configuration of contacts record by using Development Account.
The specific displayed data is found out according to the passed parameters firstname, lastname and associatedObjectId, as long as there is associatedObjectId,We can get some information about this contact in our database.
Now we want to show this new crm card on companies, deals and tickets record, but because these pages can't get the associatedObjectId of contact, we can't construct contact information. For these records,Contacts was associated on the page later, and there were no properties available when configuring properties on the development account.
Based on the above problems, there are now two schemes.
Option 1:
Contact information is obtained through api call, and companies record is obtained through the interface of https://api.hubapi.com/companies/v2/companies/:CompanyID/contacts, and all the contacts associated with the company are returned.
Deals record is obtained through the interface of https://developers.hubspot.com/beta-docs/reference/API/CRM/objects/Deals/V1, and the response contains associatedVids.
But tickets record doesn't seem to have a related interface. I didn't find it. How to deal with this?
Option 2:
The way you give to use workflow, but the workflow is created under the user account, and the development account cannot be created. It is impossible for every user to create a workflow. What we hope is to use the development account to do some public configuration.
Users who have installed our app can use it directly,show these contacts data

We still prefer the first option, and hope you can help us solve this problem, or there are other better options for this demand. I wonder if there are other users who have similar needs and how to achieve them.
If the implementation is complicated, please explain it in detail and add more pictures and videos. Thank you so much!

[DSharma02]

Hi @VElle ,

If I understood correctly, you wnat some property from contacts to reflect on companies but not able to do via CRM card. If yes, then you can create company properties same as contact properties with the same field and of have access to workflows, create a workflow and in action, chose COPY PROPERTY VALUE action to copy values from Contacts to Comapnies record and then use those properties:

Hope this helps!
Thanks

[VElle]

Let me re-describe my needs.
We want to add a new crm card using the develop account, which shows the user's name, chat type, last message time, etc. (there may be other information later).
At present, we have completed the configuration of contacts record by using Development Account.
The specific displayed data is found out according to the passed parameters firstname, lastname and associatedObjectId, as long as there is associatedObjectId,We can get some information about this contact in our database.
Now we want to show this new crm card on companies, deals and tickets record, but because these pages can't get the associatedObjectId of contact, we can't construct contact information. For these records,Contacts was associated on the page later, and there were no properties available when configuring properties on the development account.
Based on the above problems, there are now two schemes.
Option 1:
Contact information is obtained through api call, and companies record is obtained through the interface of https://api.hubapi.com/companies/v2/companies/:CompanyID/contacts, and all the contacts associated with the company are returned.
Deals record is obtained through the interface of https://developers.hubspot.com/beta-docs/reference/API/CRM/objects/Deals/V1, and the response contains associatedVids.
But tickets record doesn't seem to have a related interface. I didn't find it. How to deal with this?
Option 2:
The way you give to use workflow, but the workflow is created under the user account, and the development account cannot be created. It is impossible for every user to create a workflow. What we hope is to use the development account to do some public configuration.
Users who have installed our app can use it directly,show these contacts data

We still prefer the first option, and hope you can help us solve this problem, or there are other better options for this demand. I wonder if there are other users who have similar needs and how to achieve them.
If the implementation is complicated, please explain it in detail and add more pictures and videos. Thank you so much!

[VElle]

question1:

Now I want to get contact information through api call. For example, through the https://api.hubapi.com/companies/v2/companies/:CompanyID/contacts interface, the contacts associated with companies can be obtained. The contacts associated with deals can be obtained through the interface of https://developers.hubspot.com/beta-docs/reference/API/CRM/Objects/Deals/V1. Is it feasible to construct a response in python code according to the information of the contacts? At present, there is still a problem. There are no tickets. I haven't found any related interfaces. Which interface can get the contact information associated with Ticks?

question2:

At first, the developer account was not set with crm.objects.companies.read, crm.schemas.companies.read, tickets, crm.objects.deals.read, crm.schemas.deals.read, but only with crm.objects.contacts.read, Crm.objects.contacts.write. Later, I used the develop account to add these scopes under the app, but when testing on the web page, I always get an error prompt. Why? Isn't the required scopes already set? Why do I still prompt for the lack of scopes?

Is it because I need to reset something after adding scopes? The access token used in the interface is directly obtained from our system waplus, and associating the contact with hubspot will bring the access token.

[VElle]

I see that the settings in the workflow are that contacts information can be copied to company, but you can only select the property of the company, not the card property on the right side. Do you need to copy the contacts information to company and then obtain contacts-related attributes from the page?like this?

[VElle]

Does this workflow need to be configured by every user? I don't think the develop account has workflow configuration, but only the user account has workflow configuration. What we want is to configure it with the develop account, and users can use it directly without any other configuration.