Tableau Connector for Act! CRM

Build 24.0.9060

AddOrRemoveContactToCompany

Associate the contact (if it is not already present) to a company.

Stored Procedures Specific Information

Process of adding or removing contact to company

Act! CRM allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can typically be used with only = comparision. The available columns for AddOrRemoveContactToCompany are ContactId, CompanyId and Type. For example:

For Adding Contact To Company

EXEC AddOrRemoveContactToCompany CompanyId = '123456', ContactId = '567890', Type = 'add'

For removing contact from company

EXEC AddOrRemoveContactToCompany CompanyId = '123456', ContactId = '567890', Type = 'remove'

Input

Name Type Description
CompanyId String The unique identifier (id) for a given company.
ContactId String The unique identifier (id) for a given contact that aren't associated with a company.
Type String Whether to add or remove the contact

Result Set Columns

Name Type Description
Status String Stored Procedure Execution Status

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Build 24.0.9060