How do I use Deluge to add a Contact Role to an Opportunity (Deal)?
We have a related company that we want to take contacts from and add them directly to our deal as contact roles.
For example, we have a deal with the field Operator (which is a Account/Company) that links to the operator on the deal. When we add that operator to the deal, I'd like to have a deluge script that creates a Contact Role directly on the deal that for a specific person from that operator with the role "Operator". This way we can do reporting easily that shows the company of the operator but also have the contact show up in the deal.
I cannot figure out how to add a new contact/role to the deal. My code is currently...
operatorcontact.put("Contact_Role","4275663000000006875");
operatorcontact.put("Parent_Id",deal.get("id").toString());
zoho.crm.createRecord("Contact_Roles",operatorcontact);
It clearly isn't working so I'm not sure how to do it. The operatorcontact is the map pulled by getting the all the contacts associated with the operator, so it already has an id, Full_Name, etc., etc.
Any help would be greatly appreciated. It seems like this should be simple. I'd have thought there would be an addRelatedRecord() method similar to the getrelatedRecords method.
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