Hubspot recipes

Action half for HubSpot deal follow-up. The owner provides a deal id, this recipe re-reads the deal, associated contacts, and recent engagement context from HubSpot, drafts a concise deal follow-up, sends it through the mail-send approval gate, links the sent mail to the CRM deal/contact, and seeds data.shared watch state so the outbound follow-up response watcher and reply conversion options can react when the contact replies. It never updates HubSpot, changes deal stages, creates tasks, or sends without the mail approval boundary.

Validates commission splits against total amount, signature status, and role documentation for real estate deals.

Validates state-specific compliance filings against regulatory requirements. Reads the most recent NOTE on the deal as the filing document and extracts the property's state from it; default includes CA requirements, extend `state_filing_requirements` for other states. Validates disclosure completeness against state-specific lists and filing timelines. Designed for HubSpot deals that carry the filing as a deal note — activities + the filing note bind to your HubSpot connection via the canonical engagement.list op.

Validates deal amount against stage-specific ranges and renders a health checklist.

Validates deal amount against stage-specific ranges with clear checklist feedback.

Validates deal stage progression requirements with dynamic checklist items.

Validates insurance quotes against state DOI rate filings for base rates, discounts, and surcharges. Flags regulatory violations with approval references and validation details.

Extracts key fields from seller disclosure forms, validates for missing/incomplete/contradictory entries against state requirements, and cites compliance statutes. Reads the most recent NOTE on the deal as the disclosure document (via the canonical engagement.list op) and extracts the property's state from it; unrecognized states fall to generic disclosure requirements.

Verifies Residential Lead-Based Paint Hazard Reduction Act compliance for pre-1978 properties. Checks disclosure forms, pamphlet delivery, inspection window, and hazard disclosures per 42 U.S.C. §4852d.

Displays the most recent deal activities with relative timestamps and truncated subjects. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

Translates contact emails to English and drafts professional replies in the original language.

Updates an existing HubSpot contact via the `recued-core.hubspot.contact.update` Tier-P op-step (exercising path-param substitution: the target contact id goes into /crm/v3/objects/contacts/{{contact_id}}). `contact.update` is WRITE-tier, so the call routes through the gateway's preflight approval: the run pauses (awaiting_approval), surfaces a `notification.ask` ('Approve updating this contact?'), and only after you approve does it PATCH the contact — emitting a `connection.gateway` audit row. Prerequisite: the HubSpot contacts write grant must be in place; write ops are NOT auto-granted at enrollment (read-tier only, Invariant 3), so grant it explicitly first.

Summarizes customer wants, concerns, and decision criteria from recent deal activities. Fallback shows last 5 call note titles when AI disabled. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

Shows days since last email/call/meeting and recent interaction count.

Summarizes customer wants/concerns/criteria from activity notes. Shows last 5 activity subjects (calls/meetings/emails) when AI disabled. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

Groups open deals by owner with deal count, pipeline value, and average deal size. Filter owners by minimum deal count threshold.

Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.

Scans insurance email content for UCSPA/NAIC violations: unauthorized promises, missing disclaimers, material omissions. Cites state code. Note: Email body is analyzed by AI; PII redaction applied automatically per organizational policies.

Scans property listing descriptions and email threads on deals for Fair Housing Act violations. Detects discriminatory language against protected classes with AI analysis and known phrase matching. Cites 42 U.S.C. §3604(c) for all findings. Activities bind to your HubSpot connection via the canonical engagement.list op.

Scans contact records for unauthorized sensitive PII and flags regulatory violations based on region and permitted fields.

Weekly scan for new real estate regulations in configured states and their impact on your open CRM deals. Open deals bind to your CRM connection via the canonical deal.search op; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op. Two custom AI-prompt steps (regulation extraction + per-jurisdiction impact) keep this recipe bundled, not marketplace-published.

Scores accounts against Ideal Customer Profile criteria and displays fit status.

Computes engagement score (0-100) using email/meeting activity and recency. Shows health checklist.

Computes activity, close date, and contact risk subscores (0-100) with weighted total risk. Generates AI narrative for high-risk deals.

Displays deals created in the last N days sorted by amount descending.

Ranks marketing qualified leads by engagement-based conversion score with recency weighting. Shows top performers with visual status indicators.

Ranks marketing qualified leads by engagement-based conversion score with visual status indicators.

Reads a single HubSpot deal via the `recued-core.hubspot.deal.read` Tier-P op-step. The call routes through the gateway — operation-level risk/grant/approval resolution against the per-connection profile, plus a per-call `connection.gateway` audit row. `deal.read` is read-tier: it admits once the HubSpot read grant is in place (no enrollment auto-grant) and carries no approval prompt.

Recommends relevant sales assets using deterministic lookup by deal stage and product interest. Configure your asset library via the `assets` variable. Default includes example entries for immediate use. Key format: {stage}_{product_interest}. Graceful no-match handling with actionable fallbacks.

Recommends the single best next sales action using AI analysis of deal stage, activity recency, contacts, and recent notes. PII-protected. Activities bind to your HubSpot connection via the canonical engagement.list op.

AI analyzes deal state, contacts, and recent activity to recommend 3-5 prioritized next actions with ready-to-use email snippets. Activities bind to your HubSpot connection via the canonical engagement.list op.

Lists recently closed lost deals with loss reasons, sorted newest first.

Lists recently closed lost deals with loss reasons, sorted by closure date.

Lists deals created in the last N days sorted by amount (descending).

Groups open deals by pipeline stage with deal count, total value, and average deal size. Sorted by pipeline stage order.

Displays the 10 most recent deal activities with relative timestamps. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value and percentage of total stale pipeline.

Identifies open deals with no activity beyond threshold, sorted by inactivity duration.

Looks up pre-approved outreach snippets based on contact's industry and job title. Renders copy-ready text with first name interpolation.

Classifies each contact's buyer role (champion, blocker, evaluator, decision-maker), analyzes activity sentiment, and flags engagement risks. Activities bind to your HubSpot connection via the canonical engagement.list op.

Groups US accounts into 5 regions (Northeast, Midwest, South, West, Other) using zip code prefix lookup. Computes account count, total revenue, and average deal size per region. Table sorted by revenue descending.

Groups all open deals by owner with pipeline metrics and sortable table view.

Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one sidebar. AI synthesizes the full picture. Activities bind to your HubSpot connection via the canonical engagement.list op.

Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

Searches recent news for each company behind contacts in target lifecycle stages, classifies the most significant event per account in one batch AI call, and shows a confidence-sorted table. CRM contacts bind to your HubSpot connection via the canonical contact.search op; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op.

Identifies high-ICP accounts with no recent outbound activity for re-engagement.

Identifies open deals with no activity beyond threshold and displays stalest deals first.

Checks if contact follow-up is overdue based on last activity date.