Link Activity To Deal
Activities
Link an Activity to a Deal
Attach an existing account-level activity to a deal.
Two-way visibility: the activity keeps its account_id, so it remains in the account timeline AND now appears in the deal timeline.
Errors:
- 404 if activity or deal not found in this org
- 409 if activity is already linked to a different deal
- 422 if the activity’s account differs from the deal’s account
POST
Link Activity To Deal
Attaches an existing account-level activity to a deal via a validated RPC. The activity keeps its
account_id, so it remains visible in the account timeline and now also appears in the deal timeline. If the activity’s account_id was unset, linking it to the deal backfills that column from the deal’s own account — a deal always belongs to one account, so the two links stay consistent.
Linking to a deal is validated, not a raw column write: this endpoint goes through a SECURITY DEFINER RPC that enforces the checks below. Updating an activity’s deal_id routes through the same RPC; unlinking a deal does not — it’s always a plain column write.
Auth
Requires a CRM manage scope and an active organization on the token. Any*:manage scope qualifies — in practice contacts:manage, deals:manage, companies:manage, or activities:manage.
Response
Errors
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
The account-level activity's id to attach to a deal.
Body
application/json
Deal to attach the activity to.
Response
Successful Response