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.
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!
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",
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?
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.
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.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.