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Surface out-of-band engagement (D-139)

by recued-core v1 9 views

Use “Surface out-of-band engagement” in Recued. Alert when a rep emailed deal contacts outside the CRM — an outbound mail in the last 90 days with no matching CRM engagement record.

How it works 5 steps

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

Data fetch
out_of_band_rows ?
Process (4 steps)
defaults defaults
Apply defaults
should_skip any
Check if any of the conditions are true
notify ?
skip: step.should_skip equal true
card to_summary
Format results as a summary card
Settings 1 configurable

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

channels setting = in_app

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Send notificationsRead your HubSpot connectionRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.connectiondata.enrichment

About

Tags

crmhubspotsalesforcedealengagementout_of_bandalertreactivecross_vendor

Details

5 steps 1 configurable settings recipe_id: surface-out-of-band-engagement