Use “Notify new inquiry from existing CRM customer (cross-vendor)” in Recued. It helps you complete this workflow using the connections and settings you choose.

How it works 12 steps

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

Process (12 steps)

■ from_email default

Apply default

■ subject default

Apply default

■ hubspot_lifecycle_rows ?

skip: step.from_email is_null

■ salesforce_lifecycle_rows ?

skip: step.from_email is_null

■ defaults defaults

Apply defaults

■ hubspot_is_customer compare

Check if hubspot stage equals customer

■ salesforce_is_customer compare

Check if salesforce stage equals customer

■ either_is_customer any

Check if any of the conditions are true

■ matched_vendor ternary

Apply ternary

■ 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 1 configurable

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

channels setting = in_app