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Create an Apollo contact intake

by recued-core v3 21 views

Use “Create an Apollo contact intake” in Recued. It runs the Apollo contact creation with approval before changes are made.

How it works 8 steps

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

Process (8 steps)
■ email trim
Trim whitespace from setting email
◆ accounts recued-core.apollo.account.search
Search account on apollo
◆ contact_stages recued-core.apollo.contact_stage.search
Search contact stage on apollo
◆ labels recued-core.apollo.label.search
Search label on apollo
◆ matching_contacts recued-core.apollo.contact.search
Search contact on apollo
■ has_email compare
Check if email has data
◆ create_contact recued-core.apollo.contact.create
Create contact on apollo
skip: step.has_email not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json matching_contacts.result
json create_contact.result
Settings 10 configurable

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

email setting =
title setting =
last name setting =
account id setting =
first name setting =
label names setting =
website url setting =
direct phone setting =
contact stage id setting =
organization name setting =

Uses (5 operations)

Pack operation Search account on apollo recued-core.apollo.account.search
Pack operation Search contact stage on apollo recued-core.apollo.contact_stage.search
Pack operation Search label on apollo recued-core.apollo.label.search
Pack operation Search contact on apollo recued-core.apollo.contact.search
Pack operation Create contact on apollo recued-core.apollo.contact.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Apollo connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

apollo apollocontactleadsales-intelligenceintakeapprovalpack:apollo

Details

8 steps 10 configurable settings recipe_id: create-contact-intake-apollo