attach_contact_to_deal
Find or create a person by email and optionally an organization by name, then attach them to a deal.
Instructions
Find-or-create a person (by email) and optionally an organization (by name), then link both to the deal.
Flow:
Search person by email — if not found, create (requires contact_name).
If company_name given, search org — if not found, create.
Link person+org to the deal.
Each sub-operation is independently backed up. To fully undo, restore each backup file in reverse order (use list_backups).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| deal_id | Yes | ||
| contact_email | Yes | ||
| contact_name | No | ||
| company_name | No |