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While setting up a Smart Flow, select Create Record Action.
Once the Create Record Action is selected, configure it by providing the following details:
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Name: Assign a clear and descriptive name to the action to easily identify its purpose in the flow.
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Description: Provide a brief explanation of what this action does and the type of record being created.
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Effective Module: Select the module where the new record will be created, such as Contacts, Deals, or Tasks.
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**How do you want to create a record?**Choose one of the following methods:- Using creation form: Manually fill out the form to define specific details for the record.
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Using record variable: Automatically populate the new record with data from an existing variable within the flow.
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Association Logic: Determine whether the newly created records should be linked to other modules.Once the configuration is completed, hit Save.
Practical Example
Whenever a new lead is added to the CRM, Smartflow automatically creates a follow-up activity and assigns it to a specific teammate.
