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Stale Deals Finder

by recued-core v1 77 views

Identifies open deals with no activity beyond threshold and displays stalest deals first.

How it works 8 steps

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

Data fetch
▼ all_deals deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (7 steps)
■ open_deals filter
Filter by condition
■ active_open_deals filter
Filter by condition
■ deals_with_days_inactive map
Extract last_activity_date from each item
■ stale_deals filter
Filter by condition
■ sorted_stale_deals sort
Sort by
■ limited_stale_deals slice
Take a subset of
■ stale_deals_table to_table
Format results as a data table
▼
Output
table stale_deals_table
Settings 2 configurable

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

max rows number = 25
stale threshold days number = 14

Uses (1 ingredient)

Ingredient deal-list-reader-hubspot deal-list-reader-hubspot

About

Tags

hubspot dealstalepipelinehubspot

Details

8 steps 2 configurable settings recipe_id: find-stale-deals-hubspot