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CRM Augmentation (cross-vendor)

by recued-core v1 recipe_pack

Cross-vendor companion to the per-vendor augmentation recipes folded into the `recued-core.hubspot` + `recued-core.salesforce` vendor packs (the standalone `sales-augmentation-*` packs were retired in D-182 Slice 4). Ships *alerts only* — no producers. Producers stay vendor-specific in each per-vendor pack and write rows under `connection.api.<vendor>.<entity>.<id>.<topic>` paths; this pack reads them through the `core.data.enrichment.list` op, vendor-agnostic by construction (the dynamic `scope` arg resolves to `{{context.event.payload.platform}}` at read time). The three CRM-entity alerts subscribe via the canonical `on: <crm_alias>.changed` sugar (`deal.changed` / `contact.changed`), which fans one subscription per installed vendor carrying that alias — HubSpot + Salesforce today, any future CRM automatically; the new-inquiry alert subscribes to inbound mail (`data.mail.**.created`) instead. Install AT LEAST one vendor-specific pack alongside this one to get producers populating the topics. Variants share `variant_group` with the per-vendor recipes and carry `variant_kind: 'cross_vendor'` discriminator so the marketplace UI can collapse the card with vendor switch. Per spec § A.8.2 the install dialog SHOULD warn about overlap when both this pack and a vendor-specific pack covering the same alerts are installed (non-blocking — multi-CRM tuners may want both for vendor-specific tuning + cross-vendor catch-all).

What this pack installs

Included recipes 4 pinned recipes

This pack installs the complete recipe workflow together.

Alert when a deal's velocity signal turns 'stalling' and its amount exceeds a configurable floor. The single cross-vendor stalling alert: subscribes via the canonical `on: deal.changed` sugar, which fans to every installed CRM vendor carrying the `deal` crm_alias (HubSpot deal + Salesforce opportunity today, any future vendor automatically) — so one recipe replaces the former per-vendor trio. For each fired record it reads the cross-vendor `deal_velocity_signal` enrichment and the deal's name + amount from the platform-reference `meta` snapshot the vendor reconciler writes at ingest (no per-fire vendor API call). Requires a sales-augmentation pack (HubSpot or Salesforce) installed to populate the velocity signal.

crmhubspotsalesforcedeal
by recued-core pinned v1

Cross-vendor reactive alert. Subscribes via the canonical `on: deal.changed` sugar, which fans to every installed CRM vendor carrying the `deal` crm_alias (HubSpot deal + Salesforce opportunity today, any future vendor automatically) — one recipe covers all CRMs. For each fired record reads the cross-vendor `deal_health_score` enrichment via the `core.data.enrichment.list` op with vendor-agnostic dynamic scope (`{{context.event.payload.platform}}`). Dispatches a notification when the close date (read from the row's `meta.key_dates.close_date` snapshot) is within a configurable window AND the AI health score is below a configurable floor. Pairs with the Layer-1 `deal-health-score-*` producers from each vendor pack — at least one vendor-specific pack must be installed for the producer recipes to populate the topic. Shares `variant_group: notify-deal-closing-soon` with the per-vendor variants and carries `variant_kind: 'cross_vendor'` discriminator.

crmhubspotsalesforcedeal
by recued-core pinned v1

Alert when a customer-stage CRM contact's engagement trajectory is falling and the last meaningful touch is older than a configurable threshold. Cross-vendor: subscribes via the canonical `on: contact.changed` sugar, which fans to every installed CRM vendor carrying the `contact` crm_alias (HubSpot contact + Salesforce contact today, any future vendor automatically). For each fired record reads the cross-vendor `engagement_score_per_contact` and per-vendor lifecycle enrichments via the `core.data.enrichment.list` op with vendor-agnostic dynamic scope (`{{context.event.payload.platform}}`).

crmhubspotsalesforcecontact
by recued-core pinned v1

Cross-vendor cross-substrate reactive alert. Subscribes to inbound mail (`data.mail.**.created` — mail has no canonical CRM-alias sugar, so the raw bus pattern is the idiomatic form); for each inbound message looks up the sender's canonical email as a contact target_id in BOTH `lifecycle_stage_inferred` (HubSpot) AND `lifecycle_stage_inferred_salesforce` (Salesforce) topics via the `core.data.enrichment.list` op. Dispatches a notification when EITHER vendor's lifecycle inference is `customer` — a single alert covers cross-CRM customer matching without forcing the user to install per-vendor variants. The two topics are read in parallel since the cross-vendor lifecycle topic split (D-130 P6 § 11) requires harmonising at the alert layer. Shares `variant_group: notify-new-inquiry-from-existing-customer` with the per-vendor variants and carries `variant_kind: 'cross_vendor'`.

crmhubspotsalesforcemail
by recued-core pinned v1

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Data it touches

Warehousedata.enrichmentdata.mail

About

Tags

pack:crm-augmentationpack:sales-augmentationcrmhubspotsalesforcealertscross_vendordepartment:sales