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 recued-core.outreach.account.search

Search account on outreach

◆ users recued-core.outreach.user.search

Search user on outreach

◆ matching_prospects recued-core.outreach.prospect.search

Search prospect on outreach

■ has_email compare

Check if email has data

◆ create_prospect recued-core.outreach.prospect.create

Create prospect on outreach

skip: step.has_email not_equal true

■ card to_summary

Format results as a summary card

▼

Output

summary card

json matching_prospects.result

json create_prospect.result

Settings 5 configurable

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

email setting =

title setting =

last name setting =

account id setting =

first name setting =