Surface out-of-band engagement (D-139)
Alert when a rep emailed deal contacts outside the CRM — an outbound mail in the last 90 days with no matching CRM engagement record. Fires on HubSpot deal / Salesforce opportunity updates, and only when the deal-association confidence gate passes (single-deal contact, or primary-deal activity in the last 14 days).
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
out_of_band_rows
?
▼
Process (6 steps)
out_of_band_count
default
Apply default
confidence_gate_passed
default
Apply default
deal_name
default
Apply default
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
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.