Use “Surface low-engagement CRM contacts (cross-vendor)” in Recued. Alert when a customer-stage CRM contact's engagement trajectory is falling and the last meaningful touch is older than a configurable threshold.

How it works 14 steps

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

Data fetch

▼ engagement_rows ?

▼

Process (13 steps)

■ platform_segments split

Split event payload platform into parts

■ vendor default

Apply default

■ is_hubspot compare

Check if vendor equals hubspot

■ lifecycle_topic ternary

Apply ternary

■ lifecycle_rows ?

■ defaults defaults

Apply defaults

■ days_since_touch date_diff

Calculate days between last touch at and event payload at

■ is_customer compare

Check if lifecycle stage equals customer

■ is_falling compare

Check if trajectory equals falling

■ is_stale compare

Check if days since touch is greater than setting stale touch days

■ should_alert all

Check if all conditions are true

■ notify ?

skip: step.should_alert equal false

■ card to_summary

Format results as a summary card

Settings 2 configurable

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

channels setting = in_app

stale touch days setting = 30