Group your open CRM deals by stage — per-stage count, total and average value. Vendor-neutral: binds to HubSpot deals or Salesforce opportunities at pack install; 'open' is the canonical close_state signal, not a raw vendor stage.
CRM (any vendor)
The vendor-neutral CRM pack — seven canonical reporting recipes that run against whatever CRM you enroll (HubSpot deals, Salesforce opportunities, or any registered CRM vendor). Every step uses a `core.crm.<entity>.<verb>` kernel op (deals / contacts / accounts), so it carries no bundled catalog: each op resolves at run against the catalog the bound connection's vendor declares, and projects the canonical fields (name / stage / amount / key_dates / close_state) — never raw vendor properties. This is the showcase for the `core.crm.*` canonical convention; vendor-specific recipes that need raw platform fields live in the per-vendor packs (`recued-core.hubspot` / `recued-core.salesforce`) instead. Installs dormant until you pick an enrolled CRM connection for each recipe's `crm` variable (Settings -> the recipe), then runs against the D-165 gateway (operation-level risk / grant / approval + per-call audit).
What this pack installs
Included recipes
7 pinned recipes
This pack installs the complete recipe workflow together.
Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts). Vendor-neutral: binds to HubSpot deals or Salesforce opportunities at pack install; 'open' is the canonical close_state signal, not a raw vendor stage.
Rank your open CRM deals by amount and show the top slice as a table — name, owner, stage, value. Vendor-neutral: one recipe that binds to HubSpot deals or Salesforce opportunities at pack install. 'Open' is the canonical close_state signal (not a raw vendor stage); deals without an amount are excluded from a value ranking.
Find CRM contacts with no phone number on file and show the count plus a follow-up table (email, lifecycle stage, owner). The missing-phone filter runs server-side in the CRM. Vendor-neutral: binds to HubSpot or Salesforce contacts at pack install.
Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Vendor-neutral: binds to HubSpot or Salesforce contacts at pack install (HubSpot lifecyclestage and Salesforce LeadSource both surface as the canonical stage).
Rank your CRM accounts by annual revenue and show the top slice as a table — account, domain, industry, revenue. Vendor-neutral: binds to HubSpot companies or Salesforce accounts at pack install; accounts without a revenue figure are excluded from the ranking.
Show all 7 recipes
Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount. Vendor-neutral: binds to HubSpot companies or Salesforce accounts at pack install. Accounts missing a figure are skipped, never counted as zero.
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.