Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Vendor-neutral: binds to HubSpot or Salesforce contacts at pack install (HubSpot lifecyclestage and Salesforce LeadSource both surface as the canonical stage).

How it works 4 steps

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

Process (4 steps)

■ contacts ?

■ by_stage group_by

Group by lifecycle_stage

■ ranked_stages sort

Sort by

■ contact_table to_table

Format results as a data table

Settings 1 configurable

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

crm setting =