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Contact Snippet Lookup

by recued-core v2 40 views

Use “Contact Snippet Lookup” in Recued. Looks up pre-approved outreach snippets based on contact's industry and job title. Renders copy-ready text with first name interpolation.

How it works 10 steps

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

Data fetch
▼ contact recued-core.hubspot.contact.read
Read contact on hubspot
▼
Process (9 steps)
⚠ validate_contact guard
Stop if contact result properties is missing
■ safe_industry coalesce
Use the first available value from: contact result properties industry, unknown
■ safe_job_title coalesce
Use the first available value from: contact result properties jobtitle, unknown
■ lookup_key template
Generate text from a template
■ matched_snippet pick
Keep only specific fields from
■ snippet_body coalesce
Use the first available value from: matched snippet, setting default snippet
■ safe_first_name coalesce
Use the first available value from: contact result properties firstname, there
■ personalized_text template
Generate text from a template
■ snippet_summary to_summary
Format results as a summary card
▼
Output
summary snippet_summary
Settings 2 configurable

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

default snippet text = we noticed your profile and thought our solution might be relevant.
snippet library setting = [object Object]

Uses (1 operation)

Pack operation Read contact on hubspot recued-core.hubspot.contact.read

About

Tags

hubspot contactpersonalizationsnippetoutreachhubspot

Details

10 steps 2 configurable settings recipe_id: lookup-contact-snippet-hubspot