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Rep Activity Overlap Detector

by recued-core v2 context

Detects when multiple sales reps have engaged contacts at an account within the configured window. Shows warning with involved rep names and activity table when overlap occurs.

How it works

Data fetch
▼ account_contacts company-contacts-hubspot
Fetch contacts from hubspot
▼
Process (13 steps)
■ contact_ids map
Extract from each item
◆ contact_activities contact-activities-hubspot
Fetch activities from hubspot
■ safe_contact_activities map
Extract from each item
⚠ guard_no_activities guard
Stop if safe contact activities is empty
■ other_owner_activities filter
Filter by condition
⚠ guard_no_overlap guard
Stop if other owner activities is empty
■ sorted_activities sort
Sort by
■ grouped_owners group_by
Group by owner_name
■ owner_entries to_list
Apply to_list
■ distinct_owner_names pluck
Extract key from each item
■ owner_names_string join
Join items with ", "
■ overlap_checklist to_checklist
Format results as an actionable checklist
■ overlap_table to_table
Format results as a data table
▼
Output
checklist overlap_checklist
table overlap_table

Settings (1)

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

overlap window days number = 14

Tags

hubspot accountactivityrepoverlaphubspotcrm

Details

14 steps 1 configurable settings recipe_id: detect-rep-overlap-account-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy detect-rep-overlap-account-hubspot and paste it after pairing.