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

How it works 7 steps

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

Process (7 steps)

■ email trim

Trim whitespace from setting email

■ accounts ?

■ users ?

■ matching_prospects ?

■ has_email compare

Check if email has data

■ create_prospect ?

skip: step.has_email not_equal true

■ card to_summary

Format results as a summary card

Settings 6 configurable

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

email setting =

title setting =

outreach setting =

last name setting =

account id setting =

first name setting =