Name: Create Zoho CRM lead intake
Author: recued-core

Create Zoho CRM lead intake

by recued-core v3 14 views

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

How it works 2 steps

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

Process (2 steps)

■ lead_create ?

■ card to_summary

Format results as a summary card

Settings 10 configurable

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

email setting =

phone setting =

company setting = [object Object]

owner id setting = [object Object]

zoho crm setting =

last name setting = [object Object]

first name setting =

description setting =

lead source setting = Recued

lead status setting = Not Contacted

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

Read your Zoho-crm connection

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

2 steps 10 configurable settings recipe_id: create-lead-intake-zoho-crm