Zoho CRM action

Link Deal and Contact (Zoho CRM)

Bi-directional action to link a Deal and a Contact

Run in Studio →All Zoho CRM actions
Zoho logoZoho CRM
zoho-generic-contact-deal-association
crmReturns in secondsLight tier
Input

What it needs.

Map each field to a column in your table. Optional fields can stay empty.

FieldType
  • primary_module
    Select the primary module.
    select
  • primary_record_id
    The unique 19-digit ID of the primary record.
    string
  • related_module
    Select the related module.
    select
  • related_record_id
    The unique 19-digit ID of the related record.
    string
  • contact_role
    The specific role assigned to this contact for the deal.
    select

When to use this.

The "Link Deal and Contact (Zoho CRM)" action facilitates the bi-directional association of Deals and Contacts within Zoho CRM, allowing users to establish both Contact-to-Deal and Deal-to-Contact relationships. Key input parameters include the Primary_Module and Primary_Record_ID, which identify the main record, as well as the Related_Module and Related_Record_ID, which specify the associated record. Additionally, the Contact_Role parameter defines the specific role of the contact in relation to the deal. The output fields provide essential feedback, including the status of the operation, a message detailing the result, and the linked_record_id for reference. This action is particularly useful for sales teams looking to streamline their CRM processes, enhance relationship management, and ensure accurate tracking of interactions between deals and contacts. It falls under the CRM category and supports various data types, including text and ID, making it a versatile tool for effective customer relationship management.

Output

What it returns.

Every field this action writes back to the row. Click a line to expand nested objects.

FieldType
  • status
    Status
    nullablestring
  • message
    Message
    string
  • linked_record_id
    Linked Record Id
    nullablestring
Workflow

How this fits a workflow.

Trigger → Link Deal and Contact (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.

  1. Step 1TriggerNew row, form submit, or schedule.
  2. Step 2Link Deal and Contact (Zoho CRM)The Zoho CRM action runs.
  3. Step 3EnrichWaterfall fills missing fields.
  4. Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.

Two actions you can chain after this one:

Link Deal and Contact (Zoho CRM)Get Account by ID (Zoho CRM)Delete Account (Zoho CRM)
Reliability

Throughput & reliability.

How fast it drains a table, and what happens when the upstream provider has a bad day.

  • Per-minute limit100 / min
  • Per-day limit2,000 / day
  • RetriesAutomatic w/ backoff
  • Failed lookupsZero credits

Who runs this

GTM EngineerRevOpsAgency

Light tier. See pricing; per-action credit cost is private.

Related

More Zoho CRM actions.

FAQ.

Mostly. Fast actions fill the cell in a few seconds. Long-running ones run in the background and write back to the row when they finish, so you can close the tab.

No. A failed lookup costs zero credits. When a provider misses or times out, the waterfall moves to the next one and you only pay for the match you actually got.

No. Run it on one cell, on a selection, on the whole table, or on a schedule. Same action either way.

HubSpot, Pipedrive, Zoho, and GoHighLevel are bidirectional, with Salesforce coming soon. Smartlead, Instantly, Lemlist, HeyReach, Apollo Sequences, and Reply.io for outbound.

Run Link Deal and Contact (Zoho CRM) in 60 seconds.

Connect the account, drop the action on a column, run it on your rows.

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