Use “Surface low-engagement Salesforce contacts” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.

How it works 11 steps

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

Data fetch

▼ contact recued-core.salesforce.contact.read

Read contact on salesforce

▼ engagement_rows core.data.enrichment.list

List data enrichment

▼ lifecycle_rows core.data.enrichment.list

List data enrichment

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Process (8 steps)

■ 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 core.notification.send

Send notification

skip: step.should_alert equal false

■ card to_summary

Format results as a summary card

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Output

summary card

Settings 2 configurable

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

channels setting = [object Object]

stale touch days setting = 30