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Create Close lead intake

by recued-core v3 25 views

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

How it works 5 steps

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

Process (5 steps)
◆ statuses recued-core.close.lead_status.search
Search lead status on close
◆ create_lead recued-core.close.lead.create
Create lead on close
■ status_rows default
Apply default
■ status_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table status_table
json create_lead.result
Settings 8 configurable

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

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 =

Uses (2 operations)

Pack operation Search lead status on close recued-core.close.lead_status.search
Pack operation Create lead on close recued-core.close.lead.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 Close connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

close closecrmlead-intakecontactsalesapprovalpack:close

Details

5 steps 8 configurable settings recipe_id: create-lead-intake-close