Create Close lead intake
Approval-gated Close lead intake workflow. It reads current lead statuses, creates one lead with one nested contact, and returns the created record. It never deletes or merges leads, creates tasks or opportunities implicitly, sends email/SMS/calls, mutates custom fields, uploads files, or calls arbitrary Close routes.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (5 steps)
statuses
?
create_lead
?
status_rows
default
Apply default
status_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
close
setting
=
lead name
setting
=
status id
setting
=
description
setting
=
website url
setting
=
contact name
setting
=
contact email
setting
=
contact phone
setting
=
contact title
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.