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Surface stalling CRM deals (cross-vendor)

by recued-core v1 10 views

Use “Surface stalling CRM deals (cross-vendor)” in Recued. Alert when a deal's velocity signal turns 'stalling' and its amount exceeds a configurable floor.

How it works 6 steps

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

Data fetch
velocity_rows ?
Process (5 steps)
defaults defaults
Apply defaults
vendor_label 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 2 configurable

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

channels setting = in_app
amount floor setting = 10000

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.enrichment

About

Tags

crmhubspotsalesforcedealalertreactivecross_vendor

Details

6 steps 2 configurable settings recipe_id: surface-stalling-deals-crm