Claude/update referral hubspot schema 01.12.26#115
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rm-camp-17 wants to merge 3 commits intoHubSpot:mainfrom
Open
Claude/update referral hubspot schema 01.12.26#115rm-camp-17 wants to merge 3 commits intoHubSpot:mainfrom
rm-camp-17 wants to merge 3 commits intoHubSpot:mainfrom
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- HubSpot card UI extension (platformVersion 2025.2) - Deal sidebar card for referral management - React-based UI with company/program/session selection - Referral creation and status updates - Vercel Next.js API backend - HubSpot API integration layer - Endpoints for companies, programs, sessions, referrals - Association and batch read helpers - Comprehensive documentation - Full README with architecture and setup - Quick start guide for 15-min deployment - API endpoint documentation - Troubleshooting guide Project structure supports: - Custom object associations (Program, Session, Referral) - Deal-to-Company-to-Program-to-Session flow - Outreach status and client interest tracking - Configurable via environment variables
Build referral builder module for HubSpot API
Updates the Camp Referral Builder to use the correct 2025.02 HubSpot property schema with the following improvements: Backend changes: - Update property names: referral_status (was referral_outreach_status), client_interest (was referral_client_interest) - Add support for all new properties: previously_sent_to_camp, referral_name, copied_from_deal_key, copied_from_year, email tracking - Implement robust upsert logic: search for existing referrals by key to prevent duplicates - Add dynamic association type ID fetching instead of hardcoded values - Add helper functions for searching objects by property - Add GET /api/referrals/properties endpoint to fetch enum definitions - Auto-populate referral_name, copied_from_deal_key, and copied_from_year on create Frontend changes: - Load property dropdown options dynamically from API - Fix property names in Save button (referral_status, client_interest) - Add Content-Type: application/json header to API requests - Clear form completely after successful create - Show create vs update message based on response - Load property definitions on component mount Documentation: - Update README with 2025.02 schema changes section - Document all new properties and their purposes - Update API endpoint documentation - Add new properties endpoint to API docs - Update environment variable examples
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