Smart collection record to collection record via smart action

[anon20071947]

Hi @jonl

I believe the flows we are describing are not similar. The solution I suggested above helps you create simultaneously a record in your customers collection (in the database) and then calls the Hubspot API to create a company there (or update if you have also added the hubspot_crm_id key in your create form and database).

@anon20071947

• Some fields will pull data from the Hubspot API (getters but no setters defined)

The Smart Field type I described here with the getters are only to be used in the list and details view, once the record has been created in the customers collection and you have a ready hubspot_crm_id key in your database which you can use to fire a GET a company by ID call to the 3rd party API to pull its properties. So to answer this question

@jonl

How does the FA create form know what HS company_id to pull data for? Without me providing it manually of course.

It’s simply not possible for now. What you would ideally need is a multi-step create form -

• Step 1 - Input form where you can search your CRM company by name (possible in the new Hubspot API - docs) & select it
• Step 2 - Create customer input form where the fields are prefilled with the results from Step 1

I’ll log this in our Productboard.

Now to finish, for your desired flow as presented here

@jonl

When creating A I want the name and email to get data from hubspot and want to fill the address.

The best I can offer is going back to this post in the thread and implementing a Create form using a Smart Action on your Hubspot collection -

Smart collection record to collection record via smart action

Hi again @jonl Thanks for providing me with all the details here. Unfortunately, I don’t see how you can redirect to the create form for the native collection companies when the Smart Action has been triggered from the hubspot-companies Smart Collection. You can implement a new create form in the Smart Action itself regrouping both - The fields needed to persist the new company in your database The fields needed to fire the call to the Hubspot API Did you see what the Smart Actio…

Later, you can enhance the ‘linking’ of both collections for navigation UX, the Customers native one and the Hubspot Companies Smart implementation. A Smart Relationship could come in handy here.

Hope this is much clearer now and apologies for misconstruing your use case