HubSpot Ideas

ybaptiste

Make deal splits data available via public API

Make deal splits data available via public API

15 Replies
KarineP
Member

This feature would help us from a reporting persepctive - can this be looked into please? 

paddie
Participant

Awesome Idea! At the moment we have to add split deals into spreadsheets which is anoying. 

dmaxwell
Contributor | Partner
Please add API access capability for deal splits to include %, owner, etc..
 
Definitely need this capability if we are going to be able to use Deal data from our system (currently splitting and duplicating deals at half values which works for sales attribution, but if we want to use as a full crm and track deal attributes post-close; delivered / serviced / warranty; need deal split with primary owner available via API so that we can update the single deal record).

 

HubSpot Support APAC | 8am-5pm SGT

 
Oct 26, 2021 6:17 AM

I was able to partner internally and have additional clarification for you regarding the Deal split feature!

The deal split functionality is still quite new, and isn't fully supported in our API offering yet. There are a couple of related deal properties that can be accessed via the Deals API (e.g. is_deal_split, hs_num_associated_deal_splits), but the underlying ability to split deals and assign owners isn't accessible yet for now!

The API team has also shared that we will support public API access for such properties in the future.

 

hannalofving
Contributor | Platinum Partner

This is nessasary! Please make this happen. 

AxelS
Contributor | Platinum Partner

please this is a must have! 

DGonzalez8
Member | Elite Partner

We have a very specific use-case where the deal split owner and amounts need to transfer over to a custom object for revenue-tracking purposes. This is much needed!

AExsitec
Member | Platinum Partner

If you use this endpoint: https://api.hubapi.com/properties/v1/deals/properties

 

You'll find a property named hs_all_deal_split_owner_ids which is quite useful.

 

 

"name": "hs_all_deal_split_owner_ids",
"label": "Deal Split Users",
"description": "The owner ids of all associated Deal Splits. This property is set automatically by HubSpot.",
"groupName": "dealinformation",

 

paddie
Participant

@AExsitec but this is just working when you assume all deals are splitted with the same % because you don't get the % out of this.

HubSpotSuprAdmn
Participant

Yes please.

GMofley
Member

Agreed - vital to integrated dashboards

RCandia
Member

Such a necessary feature! As of now we are still downloading this information manually.

dmaxwell
Contributor | Partner

Love to get this on the priority list for making it avaiable!

imrehg
Member

This feature is crucial to get proper reporting working using HubSpot. Deal splits combined with Hubspot's Goals would make our reporting complete. Otherwise one would really need another tool, which just diminishes the usefulness of Hubspot.

 

As mentioned above, there are specific bits that can already be used (is_deal_split, hs_num_associated_deal_splits), but it's a "close but no cigar situation): crucially it doesn't have the split percentages. I think the majority of users would be keen on getting those percentages (and thus having completely read access to the relevant info), while updating through the API seems more of a niche / second iteration feature.

Does this help the team to get more insights into user priorities regarding this feature?

joelgrossman
Participant

Deal splits matter for commissions. 

 

I'm not sure how anyone else does it, but we now use a 3rd party commission platform for calculating commissions. The fact that they cannot access the Deal Split amount makes the Deal Split feature in Hubspot fairly useless to us -- it's just as useful to track our deal splits elsewhere because we can't programmatically get the data out of HubSpot.  

joelgrossman
Participant

Deal splits are not useful for us without this. I'm fact, it causes problems because the deal is apparently split in HS but our commission platform cannot calculate the split.