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Apply CRM contact phone maintenance (any CRM)

by recued-core v1 8 views

Use “Apply CRM contact phone maintenance (any CRM)” in Recued. It runs the CRM maintenance write with approval before changes are made. It reads information without changing data in the connected service.

How it works 7 steps

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

Process (7 steps)
target_id default
Apply default
phone_value default
Apply default
has_target_id compare
Check if target id has data
has_phone compare
Check if phone value has data
skip_update any
Check if any of the conditions are true
updated_contact ?
skip: step.skip_update equal true
summary to_summary
Format results as a summary card
Settings 3 configurable

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

crm setting =
phone setting =
contact id setting =

About

Tags

crmcontactdata-hygienemaintenancewriteapproval

Details

7 steps 3 configurable settings recipe_id: crm-contact-maintenance-apply