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Stale Deals Finder

by recued-core v2 44 views

Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold, sorted by inactivity duration.

How it works 8 steps

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

Data fetch
▼ deals recued-core.hubspot.deal.list
List deal on hubspot
▼
Process (7 steps)
■ open_deals filter
Filter by condition
■ non_null_activity filter
Filter by condition
■ deals_with_inactive map
Extract properties.notes_last_contacted from each item
■ stale_deals filter
Filter by condition
■ sorted_stale sort
Sort by
■ limited_stale slice
Take a subset of
■ stale_table to_table
Format results as a data table
▼
Output
table stale_table
Settings 2 configurable

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

max rows number = 25
stale threshold days number = 14

Uses (1 operation)

Pack operation List deal on hubspot recued-core.hubspot.deal.list

About

Tags

hubspot dealstalepipelinehubspot

Details

8 steps 2 configurable settings recipe_id: list-stale-deals-hubspot