Surface stalling CRM deals (cross-vendor)
Alert when a deal's velocity signal turns 'stalling' and its amount exceeds a configurable floor. The single cross-vendor stalling alert: subscribes via the canonical `on: deal.changed` sugar, which fans to every installed CRM vendor carrying the `deal` crm_alias (HubSpot deal + Salesforce opportunity today, any future vendor automatically) — so one recipe replaces the former per-vendor trio. For each fired record it reads the cross-vendor `deal_velocity_signal` enrichment and the deal's name + amount from the platform-reference `meta` snapshot the vendor reconciler writes at ingest (no per-fire vendor API call). Requires a sales-augmentation pack (HubSpot or Salesforce) installed to populate the velocity signal.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Settings
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.