Use “Create a Salesloft person intake” in Recued. It runs the Salesloft person creation with approval before changes are made.

How it works 9 steps

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

Process (9 steps)

■ first_name trim

Trim whitespace from setting first name

■ last_name trim

Trim whitespace from setting last name

■ email_address trim

Trim whitespace from setting email address

■ has_first_name compare

Check if first name has data

■ has_last_name compare

Check if last name has data

■ has_email compare

Check if email address has data

■ ready all

Check if all conditions are true

■ create_person ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

phone setting =

title setting =

last name setting =

salesloft setting =

first name setting =

linkedin url setting =

email address setting =