Log Zoho CRM call

by recued-core v4 24 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 recued-core.zoho-crm-work-admin.user.search

Search user on zoho crm work admin

◆ call_create recued-core.zoho-crm-work.call.create

Create call on zoho crm work

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 11 configurable

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

subject setting = [object Object]

owner id 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 =

Pack operation Search user on zoho crm work admin recued-core.zoho-crm-work-admin.user.search

Pack operation Create call on zoho crm work recued-core.zoho-crm-work.call.create

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

Read your Zoho-crm connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

3 steps 11 configurable settings recipe_id: log-call-zoho-crm