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Notify new inquiry from existing CRM customer (cross-vendor)

by recued-core v1

Cross-vendor cross-substrate reactive alert. Subscribes to inbound mail (`data.mail.**.created` — mail has no canonical CRM-alias sugar, so the raw bus pattern is the idiomatic form); for each inbound message looks up the sender's canonical email as a contact target_id in BOTH `lifecycle_stage_inferred` (HubSpot) AND `lifecycle_stage_inferred_salesforce` (Salesforce) topics via the `core.data.enrichment.list` op. Dispatches a notification when EITHER vendor's lifecycle inference is `customer` — a single alert covers cross-CRM customer matching without forcing the user to install per-vendor variants. The two topics are read in parallel since the cross-vendor lifecycle topic split (D-130 P6 § 11) requires harmonising at the alert layer. Shares `variant_group: notify-new-inquiry-from-existing-customer` with the per-vendor variants and carries `variant_kind: 'cross_vendor'`.

How it works 13 steps

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

Process (13 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
hubspot_stage default
Apply default
salesforce_stage default
Apply default
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

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

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.enrichmentdata.mail

About

Tags

crmhubspotsalesforcemailcustomeralertreactivecross_vendor

Details

13 steps 1 configurable settings recipe_id: notify-new-inquiry-from-existing-customer-crm