# CRM

<table><thead><tr><th width="185.33333333333331">Module</th><th width="217">Type</th><th>Description</th></tr></thead><tbody><tr><td>ActCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>BullhornCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>Dynamics365</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CreateAssociation</td><td>Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this activity.</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeAssociationsSource</td><td>Lists associations for a given table and navigation property into a Source. Set the IncludeNavigationProperties connection property to true in order to use this workflow activity.</td></tr><tr><td></td><td>InitializeNavigationPropertiesSource</td><td>Lists navigation properties for a given table and the tables they are associated with into a Source. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this workflow activity.</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>DynamicsCRM</td><td>Assign</td><td>Assigns a target record to a user or team</td></tr><tr><td></td><td>AssociateRequest</td><td>Adds link between two entity instances in a many to many relationship</td></tr><tr><td></td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>DisassociateRequest</td><td>Removes a link between two entity instances in a many to many relationship</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>ExecuteWorkflow</td><td>Executes a Dynamics CRM workflow request</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td></td><td>SetState</td><td>Sets the state and the status of an entity instance</td></tr><tr><td>Highrise</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>OracleSalesCloud</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>Salesforce</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>ConvertLead</td><td>Converts a Lead into an Account, Contact, or (optionally) an Opportunity.</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>DownloadAttachment</td><td>Downloads the attachment or attachments associated with a specific object</td></tr><tr><td></td><td>DownloadDocument</td><td>Downloads the selected document or documents</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>GetUserInformation</td><td>Retrieves personal information for the user associated with the current session.</td></tr><tr><td></td><td>InitializeDeletedSource</td><td>Initializes a source of deleted records within the given timespan for the specified object.  Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>InitializeUpdatedSource</td><td>Initializes a source of updated records within the given timespan for the specified object.  Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>Merge</td><td>Combines up to 3 records of the same type into 1 record. </td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td></td><td>Undelete</td><td>Restores a deleted record from the RecycleBin </td></tr><tr><td></td><td>UploadAttachment</td><td>Uploads an attachment and associates it with an object in Salesforce</td></tr><tr><td></td><td>UploadDocument</td><td>Uploads a document in Salesforce</td></tr><tr><td>SAPHybrisC4C</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>SugarCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>SuiteCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td>VeevaCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>ConvertLead</td><td>Converts a Lead into an Account, Contact, or (optionally) an Opportunity.</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>DownloadAttachment</td><td>Downloads the attachment or attachments associated with a specific object</td></tr><tr><td></td><td>DownloadDocument</td><td>Downloads the selected document or documents</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>GetUserInformation</td><td>Retrieves personal information for the user associated with the current session.</td></tr><tr><td></td><td>InitializeDeletedSource</td><td>Initializes a source of deleted records within the given timespan for the specified object.  Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>InitializeUpdatedSource</td><td>Initializes a source of updated records within the given timespan for the specified object.  Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>Merge</td><td>Combines up to 3 records of the same type into 1 record. </td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr><tr><td></td><td>Undelete</td><td>Restores a deleted record from the RecycleBin </td></tr><tr><td></td><td>UploadAttachment</td><td>Uploads an attachment and associates it with an object in Salesforce</td></tr><tr><td></td><td>UploadDocument</td><td>Uploads a document in Salesforce</td></tr><tr><td>ZohoCRM</td><td>CloseSource</td><td>Optional activity to close a specified source connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>CloseTarget</td><td>Optional activity to close a specified target connection.  Note: All connections are automatically closed at the end of the job run</td></tr><tr><td></td><td>DeleteRecord</td><td>Deletes the specified target record</td></tr><tr><td></td><td>ExecuteStatements</td><td>Executes custom SQL statements on a data source</td></tr><tr><td></td><td>GetNextRecord</td><td>Gets the next record from the specified source connection</td></tr><tr><td></td><td>InitializeSource</td><td>Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity.</td></tr><tr><td></td><td>InitializeTarget</td><td>Initializes a connection for saving output data records.</td></tr><tr><td></td><td>LookupRecord</td><td>Gets a specific record from a data source</td></tr><tr><td></td><td>MapRecordFields</td><td>Sets the values of the specified DataFields in a target connection</td></tr><tr><td></td><td>SaveRecord</td><td>Saves the specified target record - (Insert, Update, Upsert, Skipsert)</td></tr></tbody></table>


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