Hubspot recipes

Use “Send approved HubSpot deal follow-up” in Recued. It completes the approved HubSpot deal follow-up workflow. Changes remain behind Recued's approval controls.

Use “Commission Splits Validator” in Recued. Validates commission splits against total amount, signature status, and role documentation for real estate deals.

Use “Compliance Filing Validator” in Recued. Validates state-specific compliance filings against regulatory requirements.

Use “Deal Amount Validator” in Recued. Validates deal amount against stage-specific ranges and renders a health checklist.

Use “Deal Amount Validator” in Recued. Validates deal amount against stage-specific ranges with clear checklist feedback.

Use “Stage Requirements Checklist” in Recued. Validates deal stage progression requirements with dynamic checklist items.

Use “Insurance Quote Compliance Validator” in Recued. Validates insurance quotes against state DOI rate filings for base rates, discounts, and surcharges. Flags regulatory violations with approval references and validation details.

Use “Seller Disclosure Validator” in Recued. Extracts key fields from seller disclosure forms, validates for missing/incomplete/contradictory entries against state requirements, and cites compliance statutes.

Use “Title X Compliance Checker” in Recued. 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 provider records. §4852d.

Use “Deal Activity Timeline” in Recued. Displays the most recent deal activities with relative timestamps and truncated subjects. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

Use “Email Translator & Reply Drafter” in Recued. Translates contact emails to English and drafts professional replies in the original language.

Use “Update a contact in HubSpot” in Recued. It carries out the named workflow using the connections and settings you choose.

Use “Account Activity Summary” in Recued. Summarizes customer wants, concerns, and decision criteria from recent deal activities. Fallback shows last 5 call note titles when AI disabled.

Use “Contact Activity Summary” in Recued. Shows days since last email/call/meeting and recent interaction count.

Use “Customer Insights Summary” in Recued. Summarizes customer wants/concerns/criteria from activity notes. Shows last 5 activity subjects (calls/meetings/emails) when AI disabled.

Use “Open Deals by Owner” in Recued. Groups open deals by owner with deal count, pipeline value, and average deal size. Filter owners by minimum deal count threshold.

Use “Deal Risk Snapshot” in Recued. Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.

Use “Email Compliance Scanner” in Recued. Scans insurance email content for ucspa/naic violations: unauthorized promises, missing disclaimers, material omissions. Cites state code.

Use “FHA Compliance Scanner” in Recued. 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.

Use “PII Compliance Scanner” in Recued. Scans contact records for unauthorized sensitive PII and flags regulatory violations based on region and permitted fields.

Use “Real Estate Law Compliance Scan” in Recued. 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 standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.

Use “ICP Fit Scorer” in Recued. Scores accounts against Ideal Customer Profile criteria and displays fit status.

Use “Contact Engagement Scorer” in Recued. Computes engagement score (0-100) using email/meeting activity and recency. Shows health checklist.

Use “Deal Risk Scorer” in Recued. Computes activity, close date, and contact risk subscores (0-100) with weighted total risk. Generates AI narrative for high-risk deals.

Use “Recent Deals Viewer” in Recued. Displays deals created in the last N days sorted by amount descending.

Use “MQL Conversion Score Ranker” in Recued. Ranks marketing qualified leads by engagement-based conversion score with recency weighting. Shows top performers with visual status indicators.

Use “MQL Conversion Scorer” in Recued. Ranks marketing qualified leads by engagement-based conversion score with visual status indicators.

Use “Read a deal in HubSpot” in Recued. It carries out the named workflow using the connections and settings you choose.

Use “Deal Asset Recommender” in Recued. Recommends relevant sales assets using deterministic lookup by deal stage and product interest. Configure your asset library via the assets variable.

Use “Deal Next Action Advisor” in Recued. Recommends the single best next sales action using AI analysis of deal stage, activity recency, contacts, and recent notes. PII-protected.

Use “Next Best Actions” in Recued. 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 standard service operation.

Use “Closed Lost Deals Report” in Recued. Lists recently closed lost deals with loss reasons, sorted newest first.

Use “Closed Lost Deals” in Recued. Lists recently closed lost deals with loss reasons, sorted by closure date.

Use “Recent Deals Viewer” in Recued. Lists deals created in the last N days sorted by amount (descending).

Use “Open Deals by Stage” in Recued. Groups open deals by pipeline stage with deal count, total value, and average deal size. Sorted by pipeline stage order.

Use “Recent Deal Activities” in Recued. Displays the 10 most recent deal activities with relative timestamps. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

Use “Stale Deals by Owner” in Recued. Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value and percentage of total stale pipeline.

Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold, sorted by inactivity duration.

Use “Contact Snippet Lookup” in Recued. Looks up pre-approved outreach snippets based on contact's industry and job title. Renders copy-ready text with first name interpolation.

Use “Deal Stakeholder Map” in Recued. 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 standard service operation.

Use “Accounts by Region Analyzer” in Recued. 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.

Use “Open Deals by Owner” in Recued. Groups all open deals by owner with pipeline metrics and sortable table view.

Use “Deal 360° Intelligence” in Recued. Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one results panel. AI synthesizes the full picture.

Use “Compliance Incident Investigator” in Recued. Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

Use “Company News Monitor” in Recued. 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.

Use “Silent High-ICP Accounts” in Recued. Identifies high-ICP accounts with no recent outbound activity for re-engagement.

Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold and displays stalest deals first.

Use “Follow-up Reminder” in Recued. Checks if contact follow-up is overdue based on last activity date.