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

by recued-core v2 23 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 core.data.enrichment.list
List data enrichment
▼
Process (4 steps)
■ defaults defaults
Apply defaults
■ should_skip any
Check if any of the conditions are true
◆ notify core.notification.send
Send notification
skip: step.should_skip equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 1 configurable

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

channels setting = [object Object]

Uses (2 operations)

Enrichments List data enrichment core.data.enrichment.list
Notifications Send notification core.notification.send

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.

What it's allowed to do

Read Enrichments core.data.enrichment.list read-only
Read Notifications core.notification.send external change

Data it touches

SurfacesEnrichmentsNotifications
Warehousedata.connectiondata.enrichment

About

Tags

crmhubspotsalesforcedealengagementout_of_bandalertreactivecross_vendor

Details

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