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Contacts by lifecycle stage (any CRM)

by recued-core v2 23 views

Use “Contacts by lifecycle stage (any CRM)” in Recued. Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Works with HubSpot or Salesforce contacts after setup (both services use a common lifecycle stage).

How it works 4 steps

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

Process (4 steps)
◆ contacts core.crm.contact.search
Search crm contact
■ by_stage group_by
Group by lifecycle_stage
■ ranked_stages sort
Sort by
■ contact_table to_table
Format results as a data table
▼
Output
table contact_table

Uses (1 operation)

Pack operation Search crm contact core.crm.contact.search

About

Tags

crmcontactsegmentationreporting

Details

4 steps recipe_id: segment-contacts-by-lifecycle-canonical