ATattention
Conversation
CRM

Update Linked CRM Records

Updates the CRM records (accounts, contacts, etc.) linked to a conversation. Replaces the current set of linked records with the provided list.

put/conversations/{id}/linked-crm-records

Request

Path parameters

idstring required

UUID of the conversation to update

Request body

opportunity_idstring

UUID of the opportunity to associate the CRM records with

Example request

{
  "opportunity_id": "opp_xyz789",
  "linked_crm_records": [
    {
      "id": "acc_001",
      "code": "salesforce_account"
    },
    {
      "id": "con_002",
      "code": "salesforce_contact"
    }
  ]
}

Response

Linked CRM records updated successfully

successboolean required

Indicates whether the linked CRM records were updated successfully

Example response

{
  "success": true
}

Changes

No recorded changes to this operation across all 4 revisions of this API.