Linking Legacy Custom Objects in Zendesk Sell
How can I link a legacy custom object to a lead, contact, or deal in Zendesk Sell?
Linking a legacy custom object to a lead, contact, or deal in Zendesk Sell involves creating a relationship between the objects. This is done by defining a relationship name and selecting the source and target objects.
In the Admin Center, navigate to Relationships and add a new relationship. Choose a name for the relationship, ensuring it uses underscores instead of spaces. Specify the source (e.g., zen:lead) and the target (your custom object type). Decide on the relationship type, either 1:1 or 1:Many, depending on your business needs. Save the relationship to complete the process.
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