Sales · CONNECTIONWork with Skode CRM leads, deals and contacts: create, update, search, close deals and read the pipeline forecast.
Explore 18 workflow actions for Skode CRM, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Closes a deal as won or lost (lost needs a reason); a won deal may raise an invoice when configured.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a contact with a name and an email or phone; an existing email answers a conflict.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a deal in a pipeline (first stage unless given).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a lead; the organisation's duplicate rules apply.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves a contact to the trash (restorable for 30 days).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves a deal to the trash (restorable for 30 days).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Moves a lead to the trash (restorable for 30 days).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reads a contact with its deals, recent activities and tags.
Reads one lead with its fields and related data.
Weighted, best-case and worst-case forecast for a pipeline and period, compared with the previous period.
Lists contacts with filters, full-text search and sorting.
Lists deals by pipeline, stage, owner, status, value and close date.
Lists leads with filters and sorting.
Merges duplicates into a primary contact with all their activities, deals, conversations and tags.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Searches leads for text in the chosen fields.
Changes the given fields of a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a deal's fields or moves it to another stage; stage rules fire.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes the given fields of a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Skode CRM. A saved workflow is not a completed provider action.
