Hi All,
We have a use case - Our CSMs use Gainsight ,and our Sales team use our CRM - Hubspot.
As there is no direct way of syncing Timeline Notes from Gainsight to Hubspot ,we use External APIs to do this, based on the below Hubspot API documentation:
https://legacydocs.hubspot.com/docs/methods/engagements/get_engagement
To give our Sales Team visibility to the Notes added by the CSM ,especially in case of a Back to Sales(If the customer is not a fit)
Based the this doc - to create a new note in Hubspot ,i should use POST - using which I am able to send newly created notes from GS to HS.
However to update a note ,I should use PATCH - However i do not see this option in the External Actions .
How would you recommend updating edited Notes from Gainsight to Hubspot via APIs(or any other option)?
Do External APIs have Patch option?
+2Hi
+2
+2Hi
I can take this one
Currently we do not have Patch as an option. We did get some asks around this a while ago. I’ll follow your idea - Patch option for External APIs | Gainsight Community and will prioritise this accordingly.
cc:
Hi
This is the only way we can sync GS Timeline to HS right now ,so not having the Patch option is a huge limitation.
Everytime a CSM wants to edit a note it has to go via me to inform HS Ops to update it manually.
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