Use “Add a Salesloft person to a cadence” in Recued. It runs the Salesloft cadence membership creation with approval before changes are made.

How it works 11 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (11 steps)

■ person_id trim

Trim whitespace from setting person id

■ cadence_id trim

Trim whitespace from setting cadence id

■ person ?

■ cadence ?

■ existing_memberships ?

■ users ?

■ has_person compare

Check if person id has data

■ has_cadence compare

Check if cadence id has data

■ ready all

Check if all conditions are true

■ create_membership ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

person id setting =

salesloft setting =

cadence id setting =