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Notify deals closing soon (HubSpot)

by recued-core v1 8 views

Use “Notify deals closing soon (HubSpot)” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.

How it works 10 steps

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

Data fetch
deal ?
health_rows ?
Process (8 steps)
score default
Apply default
days_to_close date_diff
Calculate days between event payload at and deal result properties closedate
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
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 4 configurable

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

hubspot setting =
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 connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.connectiondata.enrichment

About

Tags

hubspotdealalertreactive

Details

10 steps 4 configurable settings recipe_id: notify-deal-closing-soon-hubspot