Recued
← Back to recipes

Duplicate Outreach Checker

by recued-core v1 context

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

How it works

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 at install. Defaults shown — change anytime in the extension.

lookback days number = 7

Tags

hubspot accountoutreachhubspotcollaboration

Details

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

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-duplicate-outreach-account-hubspot and paste it after pairing.