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Salesloft revenue operations digest

by recued-core v2 9 views

Use “Salesloft revenue operations digest” in Recued. It provides a scheduled, read-only Salesloft revenue engagement digest.

How it works 19 steps

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

Process (19 steps)
me ?
people_raw ?
accounts_raw ?
cadences_raw ?
memberships_raw ?
tasks_raw ?
defaults defaults
Apply defaults
person_count count
Count items in people
account_count count
Count items in accounts
cadence_count count
Count items in cadences
membership_count count
Count items in memberships
task_count count
Count items in tasks
has_people compare
Check if person count is greater than 0
notify_enabled compare
Check if setting notify when people equals true
should_notify all
Check if all conditions are true
notify ?
skip: step.should_notify not_equal true
person_rows slice
Take a subset of
person_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 7 configurable

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

channels setting = in_app
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 50
salesloft setting =
start hour setting = 8
notify when people setting = true

Trust & control

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

Permissions it requires

Send notificationsRead your Salesloft connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

salesloft salesloftrevenuesales-engagementpeoplecadencestasksdigestnotificationpack:salesloft

Details

19 steps 7 configurable settings recipe_id: revenue-operations-digest-salesloft