Associate a HubSpot deal to a quote using the Associations API v4

domain: HubSpot · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Ensure you have the numeric HubSpot IDs for both the deal and the quote records.
  2. Create the association using the v4 default association: POST https://api.hubapi.com/crm/v4/objects/deals/{dealId}/associations/default/quotes/{quoteId} with Authorization: Bearer {token} and an empty JSON body or no body.
  3. Alternatively, use the v4 labeled association endpoint to specify a custom association label if configured in your portal.
  4. To verify the association was created, retrieve the quote with deal associations: GET https://api.hubapi.com/crm/v3/objects/quotes/{quoteId}?associations=deals.
  5. The response 'associations' object will contain a 'deals' key with an array of associated deal IDs and association type metadata.
  6. To remove the association, use DELETE https://api.hubapi.com/crm/v4/objects/deals/{dealId}/associations/quotes/{quoteId} with the association type IDs in the request body (verify the exact delete endpoint format against current HubSpot v4 documentation).

Known gotchas

Related routes

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