CRM

CRM

Clear a field

Sets any field of any CRM entity (deal, contact, company, lead) to an empty value.

CRM

Find contact by phone or email

Searches for a contact in the CRM by phone number or email. Returns the ID and name of the first match.

CRM

Find deal by condition

Searches for deals by filter: stage, assigned user, contact, company, or a custom JSON filter.

CRM

Find lead by condition

Searches for leads by filter: stage, assigned user, phone, email, or a custom JSON filter.

CRM

Find smart process item

Searches for smart process items by filter: stage, assigned user, or a custom JSON filter.

CRM

Format entity phone numbers

Reads all phone numbers of the lead / contact / company the workflow is running on and normalizes them to the chosen format.

CRM

Get company/contact address

Reads the actual or legal address of a CRM company or contact, returning it as a single string and as individual parts.

CRM

Get field value from a related entity

Reads the value of any field from a CRM entity (deal, contact, company, lead) by its ID.

CRM

Set field value on a related entity

Sets the value of any field in a CRM entity (deal, contact, company, lead) by its ID.

CRM

Update company by ID

Updates any company by ID from any workflow context. Fields are passed as JSON.

CRM

Update contact by ID

Updates any contact by ID from any workflow context. Fields are passed as JSON.

CRM

Update deal by ID

Updates any deal by ID from any workflow context. Fields are passed as JSON.

CRM

Update lead by ID

Updates any lead by ID from any workflow context. Fields are passed as JSON.