Recued
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Stale Deals Finder

by recued-core v1 action

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

How it works

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

max rows number = 25
stale threshold days number = 14

Tags

hubspot dealstalepipelinehubspot

Details

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

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy find-stale-deals-hubspot and paste it after pairing.