CRM Deal With Company
A 3-step recipe with Unified.to. We can help you get access.
Recipe · 3 steps
CRM Deal With Company
with Unified.to · Opportunity & Pipeline Management
Create a company, open an associated deal, and list deals for the company.
- Create the company (account) that the deal will be associated with.
- Open a deal linked to the newly created company by referencing its id in company_ids.
- List deals filtered to the new company to confirm the opportunity is tracked under that account.
What you'll need to have ready
- connectionId: The Unified.to connection id for the target CRM.
- companyName: The name of the company / account to create.
- dealName: The name of the deal / opportunity to open.
- amount: The monetary amount of the deal.
- currency: The ISO currency code for the deal amount (e.g. USD).
For your developer
Arazzo workflow unified-to:crm-deal-with-company, 3 operations: createCrmCompany → createCrmDeal → listCrmDeals. Specs on APIs.io.