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Update Zoho CRM campaign plan

by recued-core v3 15 views

Use “Update Zoho CRM campaign plan” in Recued. It runs the Zoho CRM campaign planning 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)
campaign ?
campaign_update ?
card to_summary
Format results as a summary card
Settings 8 configurable

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

type setting =
status setting = Planning
end date setting = [object Object]
zoho crm setting =
start date setting = [object Object]
campaign id setting = [object Object]
budgeted cost setting = [object Object]
campaign name setting = [object Object]

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-crmcrmcampaignsmarketingbudgetapprovalpack:zoho-crm-sales

Details

3 steps 8 configurable settings recipe_id: update-campaign-plan-zoho-crm