HubSpot import Engagement (MEETING) Outcome parameter

  • 17Views
  • Last Post 2 weeks ago
0
votes
Johnny Josefsson posted this 3 weeks ago

Hello,

Importing to HubSpot, of object Engagements and type MEETING. Everything is working as it should but can't find the correct mapping of column for "Outcome".

CSV column: Outcome

CSV column value: COMPLETED

Skyvia mapping: ?

 

API:

meetingOutcome:"COMPLETED"

Example:

{
engagement:{
id:{{engagementId}},
portalId:{{portalId}},
active:true,
createdAt:1591155743505 (June 3, 2020, Wed, 11:42:23am UTC+08:00),
lastUpdated:1591155743990 (June 3, 2020, Wed, 11:42:23am UTC+08:00),
createdBy:6247261,
modifiedBy:6247261,
ownerId3005231,
type:"MEETING",
timestamp:1591155900000 (June 3, 2020, Wed, 11:45:00am UTC+08:00),
teamId:138220,
activityType:"First outreach",
source:"CRM_UI",
sourceId:"",
allAccessibleTeamIds:[138220 ],
bodyPreview:"testttttt",
queueMembershipIds:[ ],
bodyPreviewIsTruncated:false,
bodyPreviewHtml:"<html>\n <head></head>\n <body>\n <p>testttttt</p>\n </body>\n</html>",
gdprDeleted:false},
associations:{
contactIds:[id],
companyIds:[],
dealIds:[,],
ownerIds:[ ],
workflowIds:[ ],
ticketIds:[ ],
contentIds:[ ],
quoteIds:[ ]},
attachments:[ ],
scheduledTasks:[ ],
metadata:{
startTime:1591155900000 (June 3, 2020, Wed, 11:45:00am UTC+08:00),
endTime:1591159500000 (June 3, 2020, Wed, 12:45:00pm UTC+08:00),
title:"hstest",
body:"<p>testttttt</p>",
source:"CRM_UI",
preMeetingProspectReminders:[ ],
meetingOutcome:"SCHEDULED"}}

Order By: Standard | Newest | Votes
0
votes
Mariia Zaharova posted this 3 weeks ago

Hello Johnny,

 

Thank you for contacting our Skyvia Team!

 

According to the HubSpot Engaganemts API docs there is OUTCOME field: https://legacydocs.hubspot.com/docs/methods/engagements/engagements-overview

 

We recommend you to try mapping the Metadata_Status field for such a case, most likely, this will solve your issue.

 

Feel free to contact us with any further questions.

 

Best regards,

Mariia

0
votes
Johnny Josefsson posted this 3 weeks ago

Hello,

As far as I can see in the documentation "status" (and state is not mentioned) is only for Object:Engagement Type:CALL - and not MEETING

And the above JSON response indicated "meetingOutcome"

However I tested to map my column "outcome" with value COMPLETED against target Metadata_Status (and also Metadata_State)

But the status of the Meeting when inserted to HubSpot is still "None

Any other suggestion how to map that "outcome" when inserting/upserting meetings?

 

0
votes
Johnny Josefsson posted this 3 weeks ago

At the moment, as far as the current information from HubSpot, it's not possible to set Outcome on type Meetings through the API - only retrieve it.

Working with HubSpot to get a mer cleary answer there.

It would not work with appending the value of OUTCOME csv to "Metadata_Body" as that is just only the "description", "message" for the Meeting. No status / outcome would be updated on the actual Meeting to filter and so on.

0
votes
Mariia Zaharova posted this 2 weeks ago

Hello Johnny,

 

Thank you for the provided details.

Please contact us if you have any further news from HubSpot.

 

Best regards,

Mariia

Close