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Log Zoho CRM call

by recued-core v3 11 views

Use “Log Zoho CRM call” in Recued. It runs the Zoho CRM call logging workflow with approval before changes are made.

How it works 3 steps

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

Process (3 steps)
users ?
call_create ?
card to_summary
Format results as a summary card
Settings 12 configurable

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

subject setting = [object Object]
owner id setting =
zoho crm setting =
call type setting = Outbound
call result setting =
description setting =
call purpose setting = Prospecting
call duration setting = 00:15
related module setting = Leads
call start time setting = [object Object]
related record id setting =
contact or lead id setting =

Trust & control

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

Permissions it requires

Read your Zoho-crm connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

zoho-crm zoho-crmcrmcallsactivitysalesapprovalpack:zoho-crm-work

Details

3 steps 12 configurable settings recipe_id: log-call-zoho-crm