deals_merge
Merge one deal into another, deleting the source and keeping the target, while transferring activities, notes, and followers. Ideal for cleaning up duplicates and consolidating related deals.
Instructions
Merge two deals together.
Merges one deal into another, combining their data. The source deal will be deleted and its data will be merged into the target deal.
Workflow tips:
The deal specified in 'id' will be DELETED (source)
The deal specified in 'merge_with_id' will be KEPT (target)
All activities, notes, and followers will be transferred to the target deal
Use deals/get to review both deals before merging
This operation cannot be undone
Deal products, files, and participants are merged
Useful for cleaning up duplicates
Common use cases:
Merge duplicate deals: { "id": 123, "merge_with_id": 456 }
Consolidate related deals: { "id": 789, "merge_with_id": 456 }
Clean up data after finding duplicates
Warning: This operation is irreversible. The source deal (id) will be permanently deleted.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the deal to merge (will be deleted) | |
| merge_with_id | Yes | ID of the deal to merge with (will be kept) |