Notify new inquiry from existing Salesforce customer
Cross-substrate reactive alert. Listens to mail.created events; for each inbound message looks up the sender's canonical email as a Salesforce contact target_id and reads `lifecycle_stage_inferred_salesforce` via enrichment-list. Dispatches a notification when the sender's Salesforce lifecycle inference is `customer` — surfaces 'this customer is asking us something — and they bought from us'. Demonstrates the cross-substrate join the D-130 substrate enables (mail trigger + Salesforce enrichment read on canonical-email target_id; canonical-email matching is contract-level per D-130 P3 reconciler). Salesforce parallel of `notify-new-inquiry-from-existing-customer-hubspot`; both share `variant_group: notify-new-inquiry-from-existing-customer`.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
channels
setting
=
in_app
salesforce
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.