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How do I set up the Create Records Workflow action?

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Workflows' Create Records action creates a record in the specified CRM module when entry criteria are met. 
Follow these steps to set up the Create Records action:

  1. Click the Add Action drop-down.
  2. Select Create Record. This opens a window where you must enter record details.
  3. Enter the Action Title.  For example, Create a deal.
  4. Select Deals from the Create a record in drop-down.
  5. Enter the values on the right for the fields mentioned on the left.
    1. Click on the text area on the right.
    2. Select Raw text from the drop-down.
    3. Click on Select an option or type the field value.
    4. Click Save.
    5. Click the +Add Record Field button to add a new field from the Deals module.  
  6. Click Save to save the action.
  7. Click Save to save the workflow.
To learn more about the Create Records workflow action, click here.


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