CRM Notes Archives - The Workflow Academy

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Understanding and Setting Up a Scheduled Function 5 Topics

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What Are Scheduled Functions?

Scheduled Function Use Cases

Prepping Analytics to Write Your Function

Create Connections and Set Up Your Scheduled Function

Talking Through the Difference Between Scheduled and Normal Functions

Write Your Scheduled Function 12 Topics

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WRITE OUT YOUR PLAN Ahead of Time

Looking at the Analytics API Docs

Setting Your Initial Variables

Call All of Your CRM Notes

Create and Populate Your Note Map

DON’T FORGET to Set Your Date Format

Search Your CRM Notes Table for Existing Notes

Update Your Existing Row in Analytics

Add a Row to Your CRM Notes Table

Throw ALL Your CRM Notes into the Table

Review the Notes Import and Schedule Your Function

Ideas for Working with This Data in Analytics