Create Close lead intake
Use “Create Close lead intake” in Recued. It runs the Close lead intake workflow with approval before changes are made.
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
=
[object Object]
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.