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Duplicate Outreach Checker

by recued-core v1 49 views

Alerts when other team members recently contacted contacts at this account to prevent duplicate outreach.

How it works 12 steps

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

Data fetch
▼ contacts contact-list-by-company-hubspot
Fetch list by company from hubspot
▼
Process (11 steps)
⚠ check_contacts guard
Stop if contacts is empty
■ contact_ids map
Extract from each item
◆ raw_activities contact-activities-bulk-hubspot
Fetch activities bulk from hubspot
■ with_owner filter
Filter by condition
■ other_reps filter
Filter by condition
⚠ halt_if_none guard
Stop if other reps is empty
■ sorted_interactions sort
Sort by
■ interaction_count count
Count items in sorted interactions
■ contact_label switch
Map interaction count to one of: 1
■ duplicate_alert to_checklist
Format results as an actionable checklist
■ activities_table to_table
Format results as a data table
▼
Output
checklist duplicate_alert
table activities_table
Settings 1 configurable

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

lookback days number = 7

Uses (2 ingredients)

Ingredient contact-list-by-company-hubspot contact-list-by-company-hubspot
Ingredient contact-activities-bulk-hubspot contact-activities-bulk-hubspot

About

Tags

hubspot accountoutreachhubspotcollaboration

Details

12 steps 1 configurable settings recipe_id: check-duplicate-outreach-account-hubspot