*Workflows › Reference › Actions › CRM*

# Link record to the opportunity

> Links the opportunity to a quote, an inbox thread, an order or a project.

## At a glance

| Property | Value |
| --- | --- |
| Domain | `crm` |
| Group in the editor | CRM › Opportunities |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to CRM. Administrators always pass; a module outside the plan blocks everyone. |
| Add-on | CRM |
| Destructive | No: the public MCP catalogue does not mark it as destructive |
| Also available in | REST API, MCP (`filmo_crm_opportunities_link`) |

ACTION `crm.opportunities.linkRecord`

## Inputs

| Name | Type | Required | Description |
| --- | --- | --- | --- |
| `opportunityId` | string | Yes |  |
| `kind` | enum<string> | Yes |  `quote`, `thread`, `order`, `project` |
| `quoteId` | string | No |  |
| `isPrimary` | boolean | No |  |
| `threadId` | string | No |  |
| `orderId` | string | No |  |
| `projectId` | string | No |  |

## Outputs

| Name | Type | Description |
| --- | --- | --- |
| `opportunityId` | string |  |
| `kind` | enum<string> |  `quote`, `thread`, `order`, `project` |
| `linkedEntityId` | string |  |
| `created` | boolean |  |

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Canonical URL: https://docs.filmo.io/workflows/reference/actions/crm-opportunities-linkrecord  
Last updated: 2026-10-25