How to Link Deals to Products in Zoho CRM

Andrew Simpson
September 2, 2021
In this video, you will learn how to link a Product to a Deal in Zoho CRM using Deluge Zoho CRM allows you to link Products to Deal records

Zoho CRM does not have a built-in linking module to link deals to products. To link them, one must use the API and update a record that doesn't exist yet. The process involves getting the deal and product IDs, updating the related record with the relation name of "deals" and "products", and updating the parent module as product and sub module as deal-product. The result is that the product and deal will be linked.

Linking products to your deals in Zoho CRM is an essential step for gaining insight into your customers and understanding which products are selling. By linking products to deals, you can better track customer preferences and make data-driven decisions based on the products they are buying. This can help you better understand customer behavior and inform your sales and marketing strategies. Additionally, linking products to deals can also help you optimize customer service and identify customer trends. In summary, linking products to deals in Zoho CRM is an essential step for gaining valuable customer insights.

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