Update Zoho CRM campaign plan
Approval-gated Zoho CRM campaign planning workflow. It reads one campaign, then updates only the campaign name, status, type, date window, and budgeted cost through recued-core.zoho-crm-sales. It does not delete campaigns, mass-associate leads or contacts, change campaign membership, update actual costs, edit campaign responses, create tasks, upload attachments, or call arbitrary Zoho endpoints.
How it works
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
Configurable at install. Defaults shown — change them anytime in Recued.
type
setting
=
status
setting
=
Planning
end date
setting
=
zoho crm
setting
=
start date
setting
=
campaign id
setting
=
budgeted cost
setting
=
0
campaign name
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.