Use “Open deals by stage (any CRM)” in Recued. Group your open CRM deals by stage — per-stage count, total and average value.
Solo Revenue Back Office - HubSpot
Use Solo Revenue Back Office - HubSpot in Recued for cold start, CRM, stripe, and billing. It includes 19 ready-to-run workflows and 4 related packs in one install.
What this pack installs
This pack installs the complete recipe workflow together. 3 supporting recipes run as background automation.
Use “Open-pipeline forecast (any CRM)” in Recued. 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).
Use “Top open deals by value (any CRM)” in Recued. Rank your open CRM deals by amount and show the top slice as a table — name, owner, stage, value.
Use “Contacts by lifecycle stage (any CRM)” in Recued. Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Works with HubSpot or Salesforce contacts after setup (both services use a common lifecycle stage).
Use “Contacts missing a phone number (any CRM)” in Recued. 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.
Use “Preview CRM contact maintenance (any CRM)” in Recued. It provides a read-only maintenance queue for contacts missing a phone number. Changes remain behind Recued's approval controls.
Show all 22 recipes
Use “Apply CRM contact phone maintenance (any CRM)” in Recued. It runs the CRM maintenance write with approval before changes are made. It reads information without changing data in the connected service.
Use “Account portfolio summary (any CRM)” in Recued. Summarize your CRM book of business in one card: account count, total annual revenue, and total headcount.
Use “Top accounts by revenue (any CRM)” in Recued. Rank your CRM accounts by annual revenue and show the top slice as a table — account, domain, industry, revenue.
Use “Refresh deal velocity signal (HubSpot)” in Recued. Reactive silent producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal health score (HubSpot)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.
Use “Notify deals closing soon (HubSpot)” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Surface low-engagement HubSpot contacts” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Notify new inquiry from existing HubSpot customer” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Send approved HubSpot deal follow-up” in Recued. It completes the approved HubSpot deal follow-up workflow. Changes remain behind Recued's approval controls.
Use “Daily billing back office - Stripe” in Recued. It provides a read-only daily billing cockpit for a one-person company.
Use “Invoice recovery exceptions - Stripe” in Recued. It provides a read-only Stripe invoice recovery exception queue.
Use “Send approved Stripe invoice recovery exception” in Recued. It completes the approved the Stripe invoice recovery exception queue workflow. Changes remain behind Recued's approval controls.
Use “Payment exceptions - Stripe” in Recued. It provides a read-only payment exception queue for Stripe.
Use “Send approved Stripe payment exception follow-up” in Recued. It completes the approved the Stripe payment exceptions queue workflow. Changes remain behind Recued's approval controls.
Use “Customer cleanup - Stripe” in Recued. It provides a read-only Stripe customer cleanup queue.
Use “Stripe billing resolution watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.
Builds on
- hubspot v1+
- crm v1+
- stripe v1+
- billing-back-office-workflows-stripe v1+
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.