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.

How it works 4 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (4 steps)

■ contacts ?

■ missing_count count

Count items in contacts

■ count_card to_summary

Format results as a summary card

■ contact_table to_table

Format results as a data table

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

crm setting =