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CRM (any vendor)

by recued-core v1 recipe_pack 11 views

The vendor-neutral CRM pack — seven canonical reporting recipes that run against whatever CRM you enroll (HubSpot deals, Salesforce opportunities, or any registered CRM vendor). Every step uses a `core.crm.<entity>.<verb>` kernel op (deals / contacts / accounts), so it carries no bundled catalog: each op resolves at run against the catalog the bound connection's vendor declares, and projects the canonical fields (name / stage / amount / key_dates / close_state) — never raw vendor properties. This is the showcase for the `core.crm.*` canonical convention; vendor-specific recipes that need raw platform fields live in the per-vendor packs (`recued-core.hubspot` / `recued-core.salesforce`) instead. Installs dormant until you pick an enrolled CRM connection for each recipe's `crm` variable (Settings -> the recipe), then runs against the D-165 gateway (operation-level risk / grant / approval + per-call audit).

What this pack installs

Included recipes 7 pinned recipes

This pack installs the complete recipe workflow together.

Show all 7 recipes

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Tags

pack:crmcrmdealcontactaccountcanonicalvendor_neutralcore.crmdepartment:sales