Use “When it actually happened, and when Close heard about it” in Recued. Close stamps every activity twice and the two mean different things. It reads information without changing data in the connected service.

How it works 24 steps

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

Process (24 steps)

■ days clamp

Clamp setting window days between 1 and 90

■ since date_add

Add -{{step.days}} days to

◆ happened_raw recued-core.close-crm-activity.activities_list

Activities list on close crm activity

■ happened default

Apply default

◆ synced_raw recued-core.close-crm-activity.activities_list

Activities list on close crm activity

■ synced default

Apply default

■ any_activity any

Check if any of the conditions are true

■ have_activity template

Generate text from a template

fail: step.any_activity equal false

■ happened_count count

Count items in happened

■ synced_count count

Count items in synced

■ window_gap math

Calculate synced count minus happened count

■ windows_agree compare

Check if happened count equals synced count

■ contact filter

Filter by condition

■ contact_count count

Count items in contact

■ system filter

Filter by condition

■ system_count count

Count items in system

■ unclassified filter

Filter by condition

■ unclassified_count count

Count items in unclassified

■ type_values pluck

Extract _type from each item

■ types_seen unique

Remove duplicates from

■ merges filter

Filter by condition

■ merge_count count

Count items in merges

■ card to_summary

Format results as a summary card

■ happened_table to_table

Format results as a data table

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Output

summary card

table happened_table

Settings 2 configurable

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

lead id setting = [object Object]

window days setting = 30