Alert when a customer-stage CRM contact's engagement trajectory is falling and the last meaningful touch is older than a configurable threshold. Cross-vendor: subscribes via the canonical `on: contact.changed` sugar, which fans to every installed CRM vendor carrying the `contact` crm_alias (HubSpot contact + Salesforce contact today, any future vendor automatically). For each fired record reads the cross-vendor `engagement_score_per_contact` and per-vendor lifecycle enrichments via the `core.data.enrichment.list` op with vendor-agnostic dynamic scope (`{{context.event.payload.platform}}`).

How it works 17 steps

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

Data fetch

▼ engagement_rows ?

▼

Process (16 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 ?

■ trajectory default

Apply default

■ last_touch_at default

Apply default

■ lifecycle_stage default

Apply default

■ contact_email default

Apply default

■ 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