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Notify deals closing soon (cross-vendor CRM)

by recued-core v1 8 views

Use “Notify deals closing soon (cross-vendor CRM)” in Recued. Cross-vendor reactive alert.

How it works 11 steps

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

Data fetch
health_rows ?
Process (10 steps)
defaults defaults
Apply defaults
vendor_label default
Apply default
days_to_close date_diff
Calculate days between event payload at and close date
is_within_window compare
Check if days to close is at most setting close window days
is_in_future compare
Check if days to close is at least 0
is_unhealthy compare
Check if score is less than setting health floor
is_open compare
Check if is closed meta equals open
should_alert all
Check if all conditions are true
notify ?
skip: step.should_alert equal false
card to_summary
Format results as a summary card
Settings 3 configurable

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

channels setting = in_app
health floor setting = 60
close window days setting = 7

Trust & control

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

Permissions it requires

Send notificationsRead your HubSpot connectionRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.enrichment

About

Tags

crmhubspotsalesforcedealalertreactivecross_vendor

Details

11 steps 3 configurable settings recipe_id: notify-deal-closing-soon-crm