Deal Prediction Mechanism

1. If the contact has only one open deal, the email is linked to that deal.
2. If the contact has multiple open deals, the email is linked to the most recently modified deal, provided the deal is not closed-lost.
3. If there are no valid open deals, the email is not linked to any deal.

1. Correct an incorrect association.
2. Attach an email to a deal that the prediction could not infer.

1. Link Deal to Emails API.
2. Unlink Deal from Emails API.

Link Deal to Emails API

Endpoints

Sample request for linking a single email

Input JSON

Input JSON

Sample request for linking multiple emails

Input JSON

Keys

1. owner (JSON object, mandatory): Specify the details of the user whose email you want to link. It consists of the following keys
1. name:  Specify the name of the user whose email you want to link.
2. id: Specify the ID of the user whose email you want to link.
2. message_id (string, mandatory when message_id is not mentioned in the endpoint):  Specify the unique message ID of the email to which the deal will be linked. You can obtain message ID of a record through Get Emails of a Record API. [/crm/[version}/Contacts/{contacts_record_ID}/Emails]  
3. linked_record(JSON object, mandatory): Specify the details of the Deals record to be linked to the email. It consists of the following mandatory keys
1. module(JSON object, mandatory): Specify the details of the Deals module. It consists of the following keys
1. api_name: Specify the API name of the Deals module.
2. id: Specify the ID of the Deals module.
2. name: Specify the name of the Deals record that the email must be linked to. Refer to the field: Deal_Name in the Get Records API for the Deals record. [/crm/[version}/Deals/{deals_record_ID}]  in the Get Records API.
3. id: Specify the ID of the Deals record that the email must be linked to.
   

Notes 

1. An email can be linked to only one deal at a time.
2. You can link multiple emails in a single request by providing multiple Emails objects in the request body.
3. This API works only with existing email records.

Unlink Deal from Emails API

Endpoints

1. owner_ID Specify the unique ID of a user whose email you want to unlink. 
2. message_ids Specify the unique message IDs of the emails which you want to unlink. You can obtain message IDs of a record through Get Emails of a Record API.

1. Prediction linked an email to deal A.
2. Your business logic determines that the email belongs to deal B.
3. Call the Unlink API.
4. Call the Link API with the correct deal.

1. Unlinking does not delete the email.
2. Email remains visible under the Contact.
3. Only the Deal association is removed.

Link Deal to Emails API v/s Associate Email with a Record API

1. Use Associate Email API when you want to log a new email into CRM and associate it to a record.
2. Use Link/Unlink Deal APIs when you want to manage the Deal association of an existing email.

Key differences

1. Deal Prediction handles the common association scenarios.
2. Link and Unlink APIs provide manual control over Email-Deal associations.
3. Associate Email with a Record API brings external emails into Zoho CRM.

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